Twilio Non-GAAP EPS of $1.25 beats by $0.18, revenue of $1.3B beats by $50M

* Twilio press release [https://seekingalpha.com/pr/20287362-twilio-announces-third-quarter-2025-results] (TWLO [https://seekingalpha.com/symbol/TWLO]): Q3 Non-GAAP EPS of $1.25 beats by $0.18.
* Revenue of $1.3B (+15.0% Y/Y) beats by $50M.
* More than 392,000 Active Customer Accounts as of September 30, 2025 compared to more than 320,000 Active Customer Accounts as of September 30, 2024.
* Dollar-Based Net Expansion Rate of 109% for the third quarter of 2025 compared to Dollar-Based Net Expansion Rate of 105% for the third quarter of 2024.
* 5,541 employees as of September 30, 2025.
* Q4 revenue consensus of $1.09B, Non-GAAP EPS consensus of $0.73

Dollars and shares in millions, except per share amounts

Revenue

$1,310 - $1,320

Y/Y Revenue Growth

9.5% - 10.5%

Y/Y Organic Revenue Growth

8% - 9%

Non-GAAP income from operations

$230 - $240

Non-GAAP diluted earnings per share (1)

$1.17 - $1.22

Non-GAAP weighted average diluted shares outstanding

157

Click to enlarge

Dollars in millions

Y/Y Revenue Growth

12.4% - 12.6%

Y/Y Organic Revenue Growth

11.3% - 11.5%

Non-GAAP income from operations

$900 - $910

Free cash flow

$920 - $930

Click to enlarge

* Shares +5%.

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