TWILIO INCTWLOEarnings & Financial Report
Twilio Inc. is an American cloud communications company based in San Francisco, California, which provides programmable communication tools for making and receiving phone calls, sending and receiving text messages, and performing other communication functions using its web service APIs.
Revenue
$1.2B
Gross Profit
$602.7M
Operating Profit
$37.0M
Net Profit
$22.4M
Gross Margin
49.1%
Operating Margin
3.0%
Net Margin
1.8%
YoY Growth
13.5%
EPS
$0.14
TWILIO INC Q2 FY2025 Financial Summary
TWILIO INC reported revenue of $1.2B (up 13.5% YoY) for Q2 FY2025, with a net profit of $22.4M (up 170.4% YoY) (1.8% margin). Cost of goods sold was $625.7M, operating expenses totaled $565.8M.
Key Financial Metrics
| Total Revenue | $1.2B |
|---|---|
| Net Profit | $22.4M |
| Gross Margin | 49.1% |
| Operating Margin | 3.0% |
| Report Period | Q2 FY2025 |
Revenue Breakdown
TWILIO INC Q2 FY2025 revenue of $1.2B breaks down across 2 segments, led by Communications Segment at $1.2B (93.9% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| Communications Segment | $1.2B | 93.9% |
| Twilio Segment | $75.5M | 6.1% |
TWILIO INC Annual Revenue by Year
TWILIO INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $5.1B).
| Year | Annual Revenue |
|---|---|
| 2025 | $5.1B |
| 2024 | $4.5B |
| 2023 | $4.2B |
| 2022 | $3.8B |
TWILIO INC Quarterly Revenue & Net Profit History
TWILIO INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q1 FY2026 | $1.4B | — | $90.0M | 6.4% |
| Q4 FY2025 | $1.4B | +14.3% | $-45.9M | -3.4% |
| Q3 FY2025 | $1.3B | +14.7% | $37.2M | 2.9% |
| Q2 FY2025 | $1.2B | +13.5% | $22.4M | 1.8% |
| Q1 FY2025 | $1.2B | +12.0% | $20.0M | 1.7% |
| Q4 FY2024 | $1.2B | +11.0% | $-12.5M | -1.0% |
| Q3 FY2024 | $1.1B | +9.7% | $-9.7M | -0.9% |
| Q2 FY2024 | $1.1B | +4.3% | $-31.9M | -2.9% |
Income Statement
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.08B | $1.13B | $1.19B | $1.17B | $1.23B | $1.30B | $1.37B | $1.41B |
| YoY Growth | 4.3% | 9.7% | 11.0% | 12.0% | 13.5% | 14.7% | 14.3% | N/A |
Balance Sheet
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $10.51B | $10.04B | $9.87B | $9.81B | $9.85B | $9.71B | $9.77B | $9.58B |
| Liabilities | $1.83B | $1.81B | $1.91B | $1.81B | $1.80B | $1.82B | $1.95B | $1.79B |
| Equity | $8.68B | $8.23B | $7.95B | $8.00B | $8.04B | $7.90B | $7.82B | $7.78B |
Cash Flow
| Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $213.3M | $204.3M | $108.4M | $191.0M | $277.1M | $263.6M | $271.6M | $153.0M |