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Fetching scores, snapshots, evidence trails, and company signal drift.
Company Intelligence
Latest quarter: Q4 FY2025 • Updated 2026-02-12
A historical globe of Twilio’s named AI products, capabilities, partnerships, use cases, and executive themes across the latest 4 quarters, with each theme anchored to when it first appeared.
Twilio reported strong Q4 and full-year 2025 results with revenue of $1.366B in Q4 (+14% Y/Y) and FY revenue of $5.067B (+14% Y/Y), improved margins, and materially higher free cash flow. Management emphasizes execution and positions Twilio as a "foundational infrastructure layer in the age of AI," but the release contains no specific branded AI products, developer tools, model partnerships, or technical primitives. Guidance includes Q1 2026 revenue of $1.335–$1.345B and non-GAAP EPS $1.21–$1.26, and FY26 growth targets (reported growth 11.5%–12.5%) along with non-GAAP operating income and free cash flow ranges. Key risks include carrier A2P fee impacts, macro uncertainty, and standard forward-looking contingencies.
Falling: Twilio is currently showing weaker or slower AI narrative momentum than the prior quarter.
Momentum currently reads -100.0%.
We accelerated revenue growth, expanded operating margins, and delivered significant growth in free cash flow.
Transcript / release tone extraction
Twilio is quickly becoming a foundational infrastructure layer in the age of AI.
Transcript / release tone extraction
More than 402,000 Active Customer Accounts as of December 31, 2025
Narrative signal extraction
Dollar-Based Net Expansion Rate of 109% for the fourth quarter of 2025
Narrative signal extraction