TWLOTwilio Inc
Earnings Recap
• Reported GAAP EPS of -$0.30 down -275.00% YoY • Reported revenue of $1.37B up 14.32% YoY • Twilio is initiating Q1 2026 revenue guidance of $1.34B and non-GAAP income from operations of $240M. For fiscal year 2026, Twilio expects non-GAAP income from operations of $1.04B to $1.06B and free cash flow of $1.04B to $1.06B.
Bullish
Twilio achieved strong Q4 2025 revenue growth of 14% to $1.37B, with GAAP income from operations improving significantly. The company also generated robust free cash flow and expanded its customer base.
Bearish
Twilio reported a Q4 2025 GAAP net loss per share of $0.30 and incurred significant impairment charges on investments. The company also noted its Active Customer Accounts metric is less informative for future revenue trends.