Twilio Q2 revenue rises 13% to $1.23 billion; raises 2025 organic growth target
Twilio reported second-quarter 2025 revenue of $1.23 billion, up 13% from a year earlier, and GAAP income from operations of $37 million, compared with a loss of $19 million in the second quarter of 2024. The company raised its 2025 organic revenue growth target to 9% to 10% from 7.5% to 8.5% and raised its 2025 free cash flow target to $875 million to $900 million, while initiating third-quarter revenue guidance of $1.245 billion to $1.255 billion.
Key points
- Total revenue of $1.23 billion, up 13% year-over-year; GAAP income from operations of $37 million versus a $19 million loss a year earlier
- GAAP diluted EPS of $0.14 versus a loss of $0.19; non-GAAP diluted EPS of $1.19 versus $0.87
- FY2025 organic revenue growth target raised to 9% to 10%; free cash flow target raised to $875 million to $900 million
- Q3 2025 revenue guidance of $1.245 billion to $1.255 billion; FY2025 non-GAAP income from operations target reiterated at $850 million to $875 million
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:10 AM ET, from the text of the filing and its press-release exhibits 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 August 07, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.