Twilio Inc. — Earnings
Most recent reported period: FY2025 (Q4) (filed for period ending 2025-12-31) · sourced from SEC EDGAR
Next earnings (estimated): Wed, April 1, 2026 — 30 days overdue (likely already filed but EDGAR cache cold). Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
YoY = vs same quarter prior year (seasonality-adjusted)
Recent earnings · last 8 quarters
| Quarter end | Revenue | YoY | Net Income | YoY | Op. Margin |
|---|---|---|---|---|---|
| 2025-12-31 | $1.37B | ↑+14.3% | — | — | 4.2% |
| 2025-09-30 | $1.30B | ↑+14.7% | $37M | ↑+483.0% | 3.1% |
| 2025-06-30 | $1.23B | ↑+13.5% | $22M | ↑+170.4% | 3.0% |
| 2025-03-31 | $1.17B | ↑+12.0% | $20M | ↑+136.2% | 2.0% |
| 2024-12-31 | $1.19B | ↑+11.0% | — | — | — |
| 2024-09-30 | $1.13B | ↑+9.7% | $-10M | ↑+93.1% | -0.4% |
| 2024-06-30 | $1.08B | ↑+4.3% | $-32M | ↑+80.8% | -1.8% |
| 2024-03-31 | $1.05B | ↑+4.0% | $-55M | ↑+83.8% | -4.2% |
Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.
Last earnings · FY2025 (Q4)
Revenue
$1.37B
↑+14.3% +$171M YoY
Net Income
$49M
↓-83.6% -$248M YoY
Earnings surprise · last 8 quarters
YoY % change · proxy for analyst surprise until estimates landEPS history · last 10 fiscal years
diluted, GAAP, annualNote: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.
Margin trends · 46 quarters
margin trajectory tells the operating-leverage storyGross Margin↓-1.7pts
48.5%
Operating Margin
4.2%
Net Margin↑+3.7pts
2.9%
Go deeper
TWLO Sankey — flow of dollars
See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.
Open SankeyTWLO Key Metrics — EPS, ROE, ROIC
10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.
Open Key Metrics