Current Report · Items 2.02, 9.01 · 8-K

Twilio Inc.

TWLONYSEEQUITYCurrent

Results of Operations and Financial Condition

Filed Oct 30, 2025Accepted Oct 30, 2025, 4:09 PM EDTCIK 1447669Accession 0001447669-25-000147

Company context

Twilio (NYSE: TWLO) provides the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant - human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies - from the Fortune 500 to startups - and millions of developers, rely on Twilio’s global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results. For more information about Twilio visit www.twilio.com.

Current securities

TWLONYSE · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations

Item 2.02 Results of Operations and Financial Condition. On October 30, 2025, Twilio Inc. (the “Company”) issued a press release announcing its financial results for the quarter ended September 30, 2025. A copy of the press release is furnished herewith as Exhibit 99.1. The information furnished under this Item 2.02 and in the accompanying Exhibit 99.1 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act regardless of any general incorporation language in such filing, unless expressly incorporated by specific reference in such filing.

Filed exhibits (1)

EX-99.1 (by filename) twloq325ex991.htm

EX-99.1 2 twloq325ex991.htm EX-99.1 Document Exhibit 99.1 Twilio Announces Third Quarter 2025 Results • Revenue of $1.3 billion, up 15% reported and 13% organic year-over-year • GAAP Income from Operations of $41 million, a $46 million improvement year-over-year • Non-GAAP Income from Operations of $235 million, up 29% year-over-year SAN FRANCISCO--(BUSINESS WIRE)--October 30, 2025--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, reported financial results for its third quarter ended September 30, 2025. “Twilio saw another record quarter of revenue and non-GAAP income from operations and as a result, we've raised our revenue, profitability and free cash flow targets for the full year,” said Khozema Shipchandler, CEO of Twilio. “We saw broad-based strength across customer segments, ranging from startups to enterprises to ISVs, that continue to choose Twilio to power their customer engagement. Our team is looking to finish the year off strong by helping our customers build relationships that grow stronger and more meaningful with every engagement.” Third Quarter 2025 Financial Highlights • …

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