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

Twilio raises 2025 revenue growth and profit targets as Q1 revenue rises 12%

Positive Impact 4 of 5 earnings Written later

Twilio reported first quarter 2025 revenue of $1.17 billion, up 12% year-over-year, and GAAP income from operations of $23 million, compared with a loss of $43.5 million a year earlier. The company raised its full-year 2025 organic revenue growth guidance to 7.5% to 8.5% from 7% to 8%, and raised its non-GAAP income from operations and free cash flow targets to $850 million to $875 million from $825 million to $850 million.

Key points

  • Q1 2025 revenue of $1.17 billion, up 12% year-over-year; GAAP net income of $20 million, or $0.12 per diluted share, versus a net loss of $0.31 per share a year earlier
  • Non-GAAP income from operations of $213.4 million in Q1 2025, compared with $159.6 million in Q1 2024
  • Full-year 2025 organic revenue growth guidance raised to 7.5% to 8.5%; non-GAAP income from operations and free cash flow targets raised to $850 million to $875 million
  • Q2 2025 revenue guidance of $1.18 billion to $1.19 billion, or 9% to 10% growth

The filing

CompanyTwilio (TWLO)
Form8-K, current report
Filed with the SECMay 1, 2025, 4:09 PM ET
Accession number0001447669-25-000067

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 May 01, 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.