Twilio Inc Stock Price, News & Analysis

Twilio (NYSE: TWLO) announced that Andy O’Dower, Vice President of Product for Voice & Video, will participate in a fireside chat at the UBS Global Technology and AI Conference on Wednesday, December 3, 2025 at 1:15 p.m. PT / 4:15 p.m. ET.

A live webcast and replay will be available on Twilio’s investor relations website at investors.twilio.com. The company also disclosed it uses its investor relations site and its X account @twilio to distribute material information and comply with Regulation FD.

Twilio (NYSE: TWLO) announced the 20 honorees of its third annual AI Startup Searchlight Awards on November 18, 2025, selected from a record 750+ applicants. The program recognizes startups building AI-powered customer engagement on Twilio’s platform across industries including healthcare, finance, e-commerce, and hospitality.

Honorees receive up to $10,000 in Twilio credits, $2,500 in OpenAI API credits, a $5,000 gift card, and 1:1 access to Twilio Ventures. Judges included Twilio leaders and reps from Andreessen Horowitz, OpenAI, and IDC.

Twilio (NYSE: TWLO) released the Inside the Conversational AI Revolution report (survey dates Aug 7–Sep 4, 2025; Oct 10–17, 2025) based on 457 business leaders and 4,800 consumers across 15 countries.

Key findings: 63% of organizations are in final/complete AI development stages, 85% of consumers interacted with an AI agent in the past three months, and businesses report a 31-point satisfaction gap (90% leaders vs 59% consumers). Also, 59% of organizations plan to replace current conversational AI within a year and consumer satisfaction rose from 45% to 67% for recent AI interactions.

Twilio (NYSE: TWLO) reported Q3 2025 results with $1.3B revenue, up 15% year-over-year and 13% organic. GAAP income from operations was $40.9M (3.1% margin) versus a GAAP loss a year earlier; non-GAAP income from operations was $234.5M, up 29%. Q3 free cash flow was $247.5M and net cash from operations was $263.6M. Active customer accounts exceeded 392,000 and dollar-based net expansion rate was 109%. Twilio raised FY25 guidance for revenue growth, non-GAAP operating income, and free cash flow, initiated Q4 guidance, launched a $2.0B repurchase program (YTD repurchases ~$656.7M) and entered into a definitive agreement to acquire Stytch, expected to close in mid-November.

Twilio (NYSE: TWLO) announced a global release of platform-wide data features on October 15, 2025 that expand observability, alerting, API access, and auto-instrumentation to help enterprises keep customer data reliable and campaign-ready.

Key capabilities include Granular Observability with failed delivery logs per event ID, a centralized Alerting Hub for configurable notifications, expanded Audience, Destination, and Profile APIs, and no-code Auto-Instrumentation for web and mobile event tagging. The release aims to reduce troubleshooting time, automate data workflows, and improve data compliance and auditability across Twilio Segment.

Twilio (NYSE: TWLO) will report third quarter 2025 results on Thursday, October 30, 2025 after market close.

The company will host a conference call on October 30, 2025 at 2:00 p.m. PT / 5:00 p.m. ET; investors can register for the live webcast at the provided media link and view a replay on Twilio's Investor Relations site through October 30, 2026 at 11:59 p.m. ET.

Twilio uses its investor relations website, X feed (@twilio) and LinkedIn for material disclosures and Regulation FD compliance. Investor and media contact emails are listed for follow-up.

Twilio (NYSE:TWLO) has announced the global general availability of Rich Communication Services (RCS) messaging, marking a significant advancement in business messaging technology. The service is now accessible to all 349,000+ active customer accounts through Twilio's Programmable Messaging and Verify APIs.

Key features include branded messaging with business logos, interactive elements, and trusted sender verification by Google. The platform shows impressive results with a 32% increase in customer engagement and conversion rates compared to traditional SMS. Following Apple's RCS support on iPhones since December 2024, the service is now available across 20+ countries and 55+ carriers.

According to Twilio's 2025 State of Customer Engagement Report, while 90% of consumers trust some brands, only 15% "absolutely" trust them with their data, highlighting the importance of verified business communications.

Twilio (NYSE:TWLO), the customer engagement platform, has announced its participation in two upcoming investor events. Vice President of Product for Voice & Video Andy O'Dower will join a Voice AI virtual fireside chat with Piper Sandler on August 22, 2025 at 11:30 a.m. ET. Additionally, CEO Khozema Shipchandler will participate in a fireside chat at the Goldman Communacopia + Technology Conference on September 8, 2025 at 12:30 p.m. ET.

Live webcasts and replays of the events will be accessible through Twilio's investor relations website. The company also utilizes its investor relations website and X (formerly Twitter) account for disclosing material non-public information and Regulation FD compliance.

Twilio (NYSE:TWLO) reported strong Q2 2025 financial results with revenue reaching $1.23 billion, up 13% year-over-year. The company achieved significant profitability milestones, including GAAP income from operations of $37 million (a $56 million improvement) and non-GAAP income from operations of $221 million (up 26% year-over-year).

Key highlights include GAAP EPS of $0.14 and non-GAAP EPS of $1.19. The company's active customer accounts grew to 349,000, with a Dollar-Based Net Expansion Rate of 108%. Twilio also continued its share repurchase program, buying back $176.7 million in shares during Q2.

Looking ahead, Twilio raised its FY2025 organic revenue growth target to 9-10% and expects Q3 2025 revenue between $1.245-1.255 billion. The company also increased its 2025 free cash flow target to $875-900 million.