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Twilio TWLO Q4 2025 Annual earnings

Reported February 12, 2026 · After market close

Revenue$1.4BBeat by $44.6M
EPS$1.33Beat by $0.10
Revenue estimate$1.3B
EPS estimate$1.23

Next report

Oct 29, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$1.45

Financials

Q4 2025

Income statement

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Revenue$1.4B+14.3%
Gross profit$662.4M+10.4%
Operating income$56.8M—

Balance sheet

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Cash & equivalents$682.5M+58.2%
Total debt$1.1B-2.6%
Total equity$7.8B-1.7%
Total assets$9.8B-1.0%

Cash flow

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Operating cash flow$271.6M+150%

Valuation & ratios

Valuation

as of 12/31/25
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Market cap$21.57B+30.1%
Enterprise value$21.96B+27.3%
P/S4.3×+0.5×

Profitability

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Gross margin48.9%-2.2pp
Operating margin3.1%—

Returns & leverage

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Debt / equity0.1×0.0×
Current ratio4×-0.2×

Segments

By product

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

FAQ

When did Twilio report Q4 2025 earnings?
Twilio (TWLO) reported Q4 2025 earnings on February 12, 2026 after market close.
What were Twilio's Q4 2025 revenue and EPS?
Twilio reported revenue of $1.4B and eps of $1.33 for Q4 2025.
Did Twilio beat estimates in Q4 2025?
Revenue beat the consensus estimate of $1.3B by $44.6M. EPS beat the consensus estimate of $1.23 by $0.10.
How did Twilio's Q4 2025 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 14.3% from $1.2B a year earlier and eps grew 33.0% from $1.00.
Where can I find Twilio's Q4 2025 SEC filings?
You can read the 8-K earnings release (0001447669-26-000010) and the 10-K periodic report (0001447669-26-000021) directly on SEC EDGAR. The filing index links above go to sec.gov.