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AI brief of an SEC Form 8-K · Twilio (TWLO)

Twilio Q4 revenue rises 11% to $1.19 billion; first quarterly GAAP operating profit

Positive Impact 3 of 5 earnings Written later

Twilio reported fourth quarter 2024 revenue of $1.19 billion, up 11% year over year, and GAAP income from operations of $13.7 million, compared with a loss of $361.7 million a year earlier. For full year 2024, revenue rose 7% to $4.46 billion and the GAAP operating loss narrowed to $53.7 million from $876.5 million, while the company gave first-quarter 2025 revenue guidance and reiterated its full-year 2025 targets. For shareholders, the filing shows higher revenue and a much smaller operating loss, plus a new share repurchase program of up to $2.0 billion.

Key points

  • Q4 2024 GAAP income from operations of $13.7 million, versus a GAAP loss from operations of $361.7 million in Q4 2023.
  • Full year 2024 GAAP loss from operations of $53.7 million, versus $876.5 million in 2023; GAAP net loss per share of $0.66 versus $5.54.
  • Q1 2025 revenue guidance of $1.13 billion to $1.14 billion; full year 2025 targets reiterated, including non-GAAP income from operations of $825 million to $850 million.
  • In January 2025, the board authorized a share repurchase program of up to $2.0 billion, expiring December 31, 2027.

The filing

CompanyTwilio (TWLO)
Form8-K, current report
Filed with the SECFeb 13, 2025, 4:09 PM ET
Accession number0001447669-25-000016

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 13, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.