Twilio Inc. Earnings Recaps
Q3 2025
Nov 1, 2025
Twilio achieved impressive results in Q3 2025, with revenue of $1.3 billion and a record non-GAAP income from operations of $235 million, prompting the company to raise its full-year financial targets.
Key takeaways
- Revenue growth driven by a diverse customer base, including high-growth startups and major enterprises, with over 20% growth in ISV and self-serve customer revenue.
- Notable wins included a nine-figure renewal with a leading cloud provider, signaling robust demand for Twilio’s offerings.
- Launch of agent productivity solution marked a successful entry into bundled offerings, showing promising early traction across verticals like financial services and healthcare.
- Voice business accelerated to mid-teens revenue growth, bolstered by the growing presence of AI applications and services.
- RCS messaging volume more than doubled from the previous quarter, emphasizing the increased adoption of branded communication experiences.