Quarterly ResultApr 28, 2026, 04:18 PM
TWLO 2025 Revenue +14% to $5.1B; GAAP Operating Profit $158M
AI Summary
Twilio Inc. reported strong financial results for 2025, achieving its first-ever GAAP operating profitability of $158 million. Revenue grew 14% year-over-year to $5.1 billion, with organic revenue growth of 13%. The company significantly increased free cash flow to $945 million and repurchased $855 million in shares. The definitive proxy statement also outlines proposals for the June 16, 2026 Annual Meeting, including director elections and approval of amended stock plans.
Key Highlights
- 2025 Revenue increased 14% YoY to $5.1 billion.
- 2025 Organic revenue growth was 13% YoY.
- 2025 GAAP income from operations was $158 million.
- 2025 Non-GAAP income from operations was $924 million.
- 2025 Free cash flow increased to $945 million.
- Repurchased $855 million in shares in 2025.
- Board authorized $2 billion additional share repurchases in Jan 2025.
- Stock-based compensation expense reduced to 12% of revenue in 2025.