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Mar 31
Twilio Q1 2025 Earnings Report
Twilio reported higher revenue and returned to GAAP profitability in Q1 2025.
Key Takeaways
Twilio delivered strong Q1 2025 results with 12% year-over-year revenue growth and returned to GAAP profitability, supported by disciplined operations and improved margins.
Revenue grew to $1.172 billion, up from $1.047 billion in Q1 2024.
GAAP net income was $20 million compared to a $55 million loss last year.
Non-GAAP EPS surged to $1.14 from $0.80 year-over-year.
Free cash flow reached $178 million, reflecting solid operational execution.
Twilio
Twilio
Twilio Revenue by Segment
Revenue by Segment
Communications Revenue
CapyFin.comSegment Revenue
CapyFin.com Forward Guidance
Twilio raised its full-year outlook for organic revenue, non-GAAP operating income, and free cash flow, reflecting strong business momentum.
Positive Outlook
- Raised FY25 organic revenue growth guidance to 7.5%–8.5%
- Raised FY25 non-GAAP operating income guidance to $850M–$875M
- Q2 2025 revenue expected between $1.18B–$1.19B
- Non-GAAP EPS for Q2 forecasted at $0.99–$1.04
- Strong free cash flow guidance aligns with operating improvements
Challenges Ahead
- Operating margin remains modest at 2.0% GAAP
- Slight decline in gross margin compared to prior year
- High stock-based compensation continues to impact GAAP profitability
- No breakdown of revenue by geography reported
- Customer concentration and macroeconomic factors remain risks
Revenue & Expenses
Visualization of income flow from segment revenue to net income