Twilio beats Q3 revenue, adjusted EPS estimates

Twilio

30/10/2025 20:20

Overview

Twilio Q3 revenue rises 15% yr/yr, beating analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong financial performance

Company repurchased $349.8 mln in shares, showing financial confidence

Outlook

Twilio raises FY25 revenue growth forecast to 12.4%-12.6% from 10%-11%

Company expects FY25 non-GAAP income from operations of $900-$910 mln

Twilio projects Q4 revenue between $1.31 bln and $1.32 bln

Result Drivers

BROAD-BASED CUSTOMER STRENGTH - Twilio experienced strong growth across customer segments, including startups, enterprises, and ISVs, driving revenue increase

INCREASED PROFITABILITY - Non-GAAP income from operations rose 29% yr/yr, reflecting improved operational efficiency and customer engagement

EXPANSION RATE IMPROVEMENT - Dollar-based net expansion rate increased to 109%, indicating successful upselling and cross-selling

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$1.3 bln
$1.25 bln (23 Analysts)
Q3 Adjusted EPS
Beat
$1.25
$1.08 (24 Analysts)
Q3 EPS
$0.23
Q3 Adjusted Operating Income
$235 mln
Q3 Gross Profit
$632.07 mln
Q3 Operating Income
$40.94 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 22 "strong buy" or "buy", 6 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Twilio Inc is $130.00, about 14.1% above its October 29 closing price of $111.61

Press Release: ID:nBw9HtM8na

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)