Every material Form 8-K Twilio filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Twilio reported third-quarter 2025 revenue of $1.3 billion, up 15% year-over-year, with GAAP income from operations of $41 million compared with a $4.9 million loss a year earlier. The company raised its 2025 revenue growth, non-GAAP operating income and free cash flow ranges, and agreed to acquire Stytch, Inc., with closing expected in mid-November.
Non-GAAP diluted EPS was $1.25, up from $1.02 in Q3 2024; GAAP diluted EPS was $0.23 versus a loss of $0.06.
2025 non-GAAP income from operations guidance raised to $900-$910 million from $850-$875 million.
2025 free cash flow guidance raised to $920-$930 million from $875-$900 million; reported revenue growth range raised to 12.4%-12.6% from 10%-11%.
Twilio repurchased $349.8 million of Class A common stock in Q3 2025 and has about $1.3 billion of its authorization remaining.
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.
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
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.
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
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.
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.
Twilio said preliminary fourth-quarter 2024 revenue grew about 11% year over year and that it expects positive GAAP income from operations for the quarter. Non-GAAP operating income for the quarter and full year 2024 is expected to exceed the top end of its October 30, 2024 guidance ranges. The board also authorized a $2.0 billion share repurchase program running through December 31, 2027.
Q4 2024 revenue growth of approximately 11% year over year, with positive GAAP income from operations for the quarter
Non-GAAP income from operations for Q4 and full-year 2024 above the top end of the October 30, 2024 guidance ranges
Free cash flow for fiscal 2024 within the range given on October 30, 2024
$2.0 billion share repurchase program authorized January 19, 2025, expiring December 31, 2027; prior programs expired December 31, 2024
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Twilio filing is on SEC EDGAR ↗. 8-K briefs of other companies →