TWILIO INC earnings

Twilio reported revenue of $1.50 billion for its fiscal 2026 second quarter, up 22% from $1.23 billion in the prior-year quarter. Organic revenue growth, which strips out acquisitions and the incremental A2P carrier fees, was 17%.

Twilio's first quarter of fiscal 2026 produced the highest revenue and gross profit growth rates the company has reported in more than three years. Revenue rose 20% to $1.41 billion, and organic revenue growth was 16%.

Twilio closed fiscal 2025 with double-digit revenue growth and a sharp improvement in operating profitability. Fourth-quarter revenue rose 14.3% to $1.37 billion. Full-year revenue rose 13.7% to $5.07 billion. Organic revenue growth was 12% for the quarter and 13% for the full year.

Twilio closed its fiscal 2025 third quarter with revenue of $1.30 billion, up 14.7% from the prior-year quarter. Organic revenue growth was 13%. GAAP gross profit reached $632.08 million, up 9.2%. GAAP operating income was $40.95 million, a swing to profit from the prior-year quarter.

Twilio's second quarter revenue rose 13.5% year over year to $1.23 billion. Gross profit rose 8.4% to $602.74 million, but gross margin was 49.1%, down from the prior-year quarter. Operating income swung to a profit of $36.99 million. Net income swung to a profit of $22.42 million.

Twilio reported first-quarter fiscal 2025 revenue of $1.17 billion, up 12% from the prior-year quarter. That growth accelerated from 4% in the prior-year quarter. Gross profit rose 6.9% to $581.6 million. Gross margin was 49.6%, down 2.4 percentage points. The bottom line improved more sharply.

Twilio closed fiscal 2024 with fourth-quarter revenue of $1.19 billion, up 11.0% from the prior-year quarter. Full-year revenue was $4.46 billion, up 7.3%. Fourth-quarter gross profit was $599.70 million, up 12.9%, and gross margin was 50.2%, up 0.8 percentage points.

Twilio's third quarter revenue reached $1.134 billion, up 9.7% from a year earlier. Communications accounted for $1.060 billion of that total, also up 10%, while Segment revenue of $73.4 million was flat year over year.

Twilio's second quarter of fiscal 2024 delivered revenue of $1.08 billion, up 4% on a reported basis and 7% organic year over year. Gross profit was $555.8 million, up 9.9%, and gross margin was 51.3%, up 2.6 percentage points. The company continued to close the gap between GAAP and non-GAAP profitability.

Twilio reported first quarter fiscal 2024 revenue of $1.05 billion, up 4.0% from the prior-year quarter. Organic revenue growth was 7%. GAAP gross profit was $544.0 million, up 10.9%. Gross margin was 52.0%, up 3.2 percentage points.

Twilio's fourth quarter delivered growth on the top line and larger losses below it. Revenue for the quarter ended December 31, 2023 rose 5.0% to $1.08 billion from $1.02 billion in the prior-year quarter.

Twilio closed the third quarter of fiscal 2023 with revenue of $1.03 billion, up 5.2% from a year earlier, and gross profit of $516.3 million, up 11.7%. The company remained unprofitable on a GAAP basis, but losses narrowed sharply.

Twilio reported second quarter fiscal 2023 revenue of $1.04 billion, up 10% from the prior-year quarter. Gross profit was $505.8 million, up 13.6%. The company posted a GAAP loss from operations of $141.8 million, a 55% improvement from the prior-year quarter, and a GAAP net loss that narrowed to $166.2 million.

Twilio's first quarter of fiscal 2023 showed solid top-line growth but wider GAAP losses. Revenue rose 15.0% year over year to $1.01 billion. Gross profit reached $490.69 million, up 15.4%, and gross margin was 48.7%, up 0.2 percentage points from a year earlier. The bottom line moved the other way.

Twilio closed fiscal 2022 with fourth-quarter revenue of $1.02 billion, up 21.6% from the prior-year quarter. Full-year revenue reached $3.83 billion, up 34.6%. Gross profit was $481.14 million in the quarter, up 21.3%, and $1.81 billion for the year, up 30.4%.

Twilio's third quarter of fiscal 2022 revenue was $983.0 million, up 32.8% from the prior-year quarter. The 10-Q attributes the increase to higher usage of Programmable Messaging, Programmable Voice, Email, Segment and Flex, more products adopted by existing customers, and revenue from acquisitions.

Twilio's second quarter FY2022 revenue was $943.4 million, up 41% from the prior-year quarter. Organic revenue rose 33%.

Twilio closed the first quarter of fiscal 2022 with revenue of $875.4 million, up 48.4% from the prior-year quarter. Zipwhip, acquired in July 2021, contributed $32.2 million, so organic revenue grew 35%.

Twilio closed fiscal 2021 with fourth-quarter revenue of $842.7 million, up 53.8% from the prior-year quarter. Full-year revenue reached $2.84 billion, up 61.3%. Gross profit in the quarter was $396.5 million, up 40.6%, and full-year gross profit was $1.39 billion, up 51.9%.

Twilio reported third-quarter fiscal 2021 revenue of $740.2 million, up 65% from the prior-year quarter. Year-to-date revenue reached $2.00 billion, up 64.7%.

Twilio's fiscal 2021 second quarter revenue reached $668.9 million, up 67% year over year. Revenue growth reflected higher usage of Programmable Messaging and Programmable Voice, adoption of additional products by existing customers, and contributions from acquisitions.

Twilio reported first quarter revenue of $590.0 million, up 61.7% from the prior-year quarter. Gross profit rose 54.1% to $298.3 million. Gross margin was 50.6%, down 2.5 percentage points.