Twilio Inc. Q3 2025 Earnings Recap

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.