Q4 2025 Twilio Inc Earnings Call Transcript

Feb 12, 2026 / 10:00 PM GMT

Release Date Price: €93.4 (+0.48%)

Transcript 10-K8-K

Key Points

Positve

Twilio Inc (TWLO) achieved record revenue of $1.4 billion in Q4 2025, marking a 14% year-over-year increase.
The company reported a significant increase in free cash flow, reaching $256 million in Q4 2025.
Twilio Inc (TWLO) saw strong growth in its voice channel, with Voice AI revenue growth accelerating above 60% year over year.
The company closed a record number of large deals, with a 36% year-over-year increase in deals worth $500,000 or more.
Twilio Inc (TWLO) experienced a 34.5% year-over-year increase in messages sent during Cyberweek, highlighting its robust infrastructure.

Negative

Twilio Inc (TWLO) faced a decline in non-GAAP gross margin, which was down 200 basis points year over year in Q4 2025.
The company incurred $23 million in carrier pass-through fees, impacting its gross margin.
Despite strong revenue growth, Twilio Inc (TWLO) reported a decrease in non-GAAP gross margin to 49.9% in Q4 2025.
The company anticipates a 170 basis point reduction in non-GAAP gross margin for 2026 due to incremental carrier fees.
Twilio Inc (TWLO) is planning for prudent growth in 2026, with organic revenue growth guidance set at 8 to 9%, reflecting cautious optimism.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TWLO.N - Twilio Inc
Q4 2025 Twilio Inc Earnings Call
Feb 12, 2026 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by.

Welcome to the Twilio Inc.

4th quarter, 2025 earnings goal.

At this time, all participants are on a listen-only mode.

Please be advised that today's conference is being recorded after the speaker's presentation, ask a question press star 11 on your telephone and wait for your name to be announced to withdraw your question, please press 11 again.

I would not like to hand the conference over to your speaker today, Rodney Nelson, Vice President, Invest

S or relations.

Thank you, operator

Good afternoon, everyone, and thank you for joining us for Tullio's 4th quarter 2025 earnings conference call.

Joining me today are Kozema Ship

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