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

Twilio Q4 revenue rises 14% to $1.37 billion; 2026 organic growth outlook 8% to 9%

Mixed Impact 3 of 5 earnings Written later

Twilio reported fourth-quarter 2025 revenue of $1.37 billion, up 14% year over year, and full-year revenue of $5.07 billion, also up 14%. The company posted a fourth-quarter GAAP net loss of $45.9 million after an $80.6 million impairment of an equity method investment, while full-year GAAP net income was $33.8 million. Its first-quarter and full-year 2026 guidance points to slower organic revenue growth than in 2025, which matters to shareholders weighing the company's growth trajectory.

Key points

  • Q4 2025 non-GAAP diluted EPS was $1.33, up from $1.00 a year earlier; GAAP diluted net loss per share was $0.30, versus $0.08 in Q4 2024.
  • Full-year 2025 GAAP diluted EPS was $0.21, compared with a loss of $0.66 in 2024; full-year non-GAAP diluted EPS was $4.89.
  • Q1 2026 guidance: revenue of $1.335 billion to $1.345 billion and non-GAAP diluted EPS of $1.21 to $1.26; organic revenue growth of 10% to 11%.
  • FY2026 guidance: organic revenue growth of 8% to 9%, versus 13% in 2025; free cash flow of $1.04 billion to $1.06 billion.

The filing

CompanyTwilio (TWLO)
Form8-K, current report
Filed with the SECFeb 12, 2026, 4:10 PM ET
Accession number0001447669-26-000010

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 12, 2026.

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.