Twilio reported strong revenue but fell short on EPS, focusing on AI and international expansion.

From Nasdaq: 2025-02-13 17:36:14

Twilio, a cloud communications platform, reported fourth-quarter earnings with a GAAP operating profit for the first time. Non-GAAP EPS was slightly below estimates at $1.00, while revenue exceeded expectations at $1.195 billion. The company’s focus areas include AI integration, financial discipline, and international expansion. Despite challenges with cash flow, Twilio’s revenue growth in the communication unit was positive, although the Twilio segment saw a revenue decline. Looking ahead, Twilio projects organic revenue growth of 7-8% for 2025 and aims to enhance customer engagement through AI initiatives like CustomerAI.

Investors should monitor Twilio’s progress in AI and international expansion as key factors influencing its future performance. Analysts have a cautiously optimistic outlook for Twilio’s revenue growth and non-GAAP income for 2025 and the first quarter. The company’s strategic focus on customer solutions and shareholder value enhancement through stock buybacks will be key areas to watch.



Read more at Nasdaq: Twilio Beats on Revenue, Misses on EPS