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TWILIO INC (TWLO)

For the quarter ending 2025-06-30, TWLO made $1,228,425K in revenue. $22,423K in net income. Net profit margin of 1.83%.

Overview

Revenue
$1,228,425K
Net Income
$22,423K
Net Profit Margin
1.83%
EPS
$0.14
Unit: Thousand (K) dollars
Revenue Breakdown
    • Communications Segment
    • Twilio Segment
Revenue Breakdown
    • US
    • Non Us

Unit: Thousand (K) dollars (except for numbers of shares and EPS)
2025-06-30
2025-03-31
2024-09-30
2024-06-30
Revenue1,228,425 1,172,463 1,133,649 1,082,502
Cost of revenue625,685 590,896 555,020 526,657
Gross profit602,740 581,567 578,629 555,845
Restructuring costs- - 3,694 -310
Impairment of long-lived assets- - - -
Sales and marketing220,724 212,113 212,576 217,556
Research and development243,495 254,295 260,903 243,652
General and administrative101,532 92,077 106,350 113,984
Total operating expenses565,751 558,485 583,523 574,882
Income (loss) from operations36,989 23,082 -4,894 -19,037
Impairment of strategic investments- - 803 667
Other income, net21,825 22,973 27,325 17,401
Share of losses from equity method investment-25,222 -19,471 -25,279 -23,940
Total other (expenses) income, net-3,397 3,502 1,243 -7,206
Income (loss) before provision for income taxes33,592 26,584 -3,651 -26,243
Provision for income taxes11,169 6,567 6,075 5,615
Net income (loss) attributable to common stockholders22,423 20,017 -9,726 -31,858
Basic (in dollars per share)0.15 0.13 -0.06 -0.19
Basic (in shares)153,228,766 153,345,192 159,091,110 170,222,104
Diluted (in dollars per share)0.14 0.12 -0.06 -0.19
Diluted (in shares)159,691,758 161,794,287 159,091,110 170,222,104
Unit: Thousand (K) dollars (except for numbers of shares and EPS)

Income Statement

DownloadDownload image
Communications Segment$1,152,955K (14.46%↑ Y/Y)Twilio Segment$75,470K (0.36%↑ Y/Y)Revenue$1,228,425K (13.48%↑ Y/Y)Gross profit$602,740K (8.44%↑ Y/Y)Cost of revenue$625,685K (18.80%↑ Y/Y)Income (loss) fromoperations$36,989K (294.30%↑ Y/Y)Total operatingexpenses$565,751K (-1.59%↓ Y/Y)Income (loss) beforeprovision for income taxes$33,592K (228.00%↑ Y/Y)Total other(expenses) income, net-$3,397K (52.86%↑ Y/Y)Other income, net$21,825K (25.42%↑ Y/Y)General andadministrative$101,532K (-10.92%↓ Y/Y)Research and development$243,495K (-0.06%↓ Y/Y)Sales and marketing$220,724K (1.46%↑ Y/Y)Net income (loss)attributable to common...$22,423K (170.38%↑ Y/Y)Provision for income taxes$11,169K (98.91%↑ Y/Y)Share of losses fromequity method...-$25,222K (-5.36%↓ Y/Y)