Twilio Inc. Class A Common Stock (TWLO)

Twilio (TWLO) Q4 2025 Earnings Call Transcript

Customer engagement platform Twilio (NYSE:TWLO) announced better-than-expected revenue in Q4 CY2025, with sales up 14.3% year on year to $1.37 billion. On top of that, next quarter’s revenue guidance ($1.34 billion at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 8.2% above analysts’ consensus estimates.

Twilio reports fourth-quarter financial results after the market close on Thursday. Here's a look at the key details from the report.

Twilio stock fell amid Q4 earnings and revenue that topped estimates while the March quarter sales outlook came in above views.

Customer engagement platform Twilio (NYSE:TWLO) will be reporting earnings this Thursday after market close. Here’s what you need to know.

A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence. 

Twilio Inc (TWLO) shares declined over 10% on Tuesday following the company's announcement of a partnership with artificial intelligence workspace platform Genspark.

Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 4.6% in the morning session after a Citizens analyst reiterated a "Market Outperform" rating, pointing to strong user engagement metrics and the company's position in the voice AI market. 

A number of stocks jumped in the afternoon session after reports of easing geopolitical tensions in Greenland boosted investor sentiment. 

A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals. 

A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally. 

Twilio’s AI pivot is starting to pay off.

United Rentals is all set to announce its fiscal fourth-quarter earnings soon, and analysts project a single-digit profit growth.

As the financial markets open for the 2026 calendar year, BTIG has released its highly anticipated "Top Picks" report for the first half of the year, signaling a transition from the speculative fervor of 2025 toward a more fundamental, "constructive but selective" investment landscape. The firm’s analysts have identified

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

As the curtain closes on 2025, Twilio Inc. (NYSE: TWLO) has successfully navigated one of the most tumultuous corporate transformations in the software-as-a-service (SaaS) era. Once criticized by activist investors for its bloated cost structure and fragmented product suite, the cloud communications giant enters 2026 as a lean, GAAP-profitable powerhouse.

This attractively valued AI software stock could become a multibagger thanks to its healthy position in a fast-growing end market.

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.

On CNBC's "Halftime Report Final Trades," Virtus Investment Partners' Joseph M. Terranova named Twilio as his final trade.

While Twilio has suffered a relevancy loss following COVID, the smart money could be quietly bidding up TWLO stock.