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Twilio TWLO Q2 2025 earnings

Reported August 7, 2025 · After market close

Revenue$1.2BBeat by $40.2MDiluted EPS$1.19Beat by $0.14
Revenue estimate$1.2B
EPS estimate$1.05

Next report

Aug 6, 2026 (In 3 weeks)
Revenue estimate$1.4B
EPS estimate$1.32

Financials

Q2 2025

Income statement

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Revenue$1.2B+13.5%
Gross profit$602.7M+8.4%
Operating income$37.0M+294%
Net income$22.4M+170%
EPS (diluted)$0.14+174%

Balance sheet

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Cash & equivalents$980.7M+26.9%
Total debt$1.1B-3.7%
Total equity$8.0B-7.3%
Total assets$9.8B-6.3%

Cash flow

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Operating cash flow$277.1M+29.9%

Valuation & ratios

Valuation

as of 06/30/25
See full
Market cap$18.57B+80.6%
Enterprise value$18.69B+75.4%
P/E917.2×—
P/S3.9×+1.5×

Profitability

See full
Gross margin50%-0.7pp
Net margin0.4%+0.2pp

Returns & leverage

See full
Return on equity0.2%+0.1pp
Debt / equity0.1×0.0×
Current ratio4.9×-0.7×

Segments

By product

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Messaging$719.6M+18.2%
Voice$153.9M+13.4%
Email$130.9M+7.2%

Versus estimates

Revenue

Q1 2026$1.4BBeat by $63.5MQ4 2025$1.4BBeat by $44.6MQ3 2025$1.3BBeat by $48.0M
Q2 2025$1.2BBeat by $40.2M
Q1 2025$1.2BBeat by $32.9MQ4 2024$1.2BBeat by $11.4M

Diluted EPS

Q1 2026$1.50Beat by $0.23Q4 2025$1.33Beat by $0.10Q3 2025$1.25Beat by $0.18
Q2 2025$1.19Beat by $0.14
Q1 2025$1.14Beat by $0.18Q4 2024$1.00Beat by $0.01

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Questions, answered.

When did Twilio report Q2 2025 earnings?
Twilio (TWLO) reported Q2 2025 earnings on August 7, 2025 after market close.
What were Twilio's Q2 2025 revenue and EPS?
Twilio reported revenue of $1.2B and diluted EPS of $1.19 for Q2 2025.
Did Twilio beat estimates in Q2 2025?
Revenue beat the consensus estimate of $1.2B by $40.2M. EPS beat the consensus estimate of $1.05 by $0.14.
How did Twilio's Q2 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 13.5% from $1.1B a year earlier and diluted EPS grew 36.8% from $0.87.
Where can I find Twilio's Q2 2025 SEC filings?
You can read the 10-Q periodic report (0001447669-25-000122) directly on SEC EDGAR. The filing index links above go to sec.gov.