Twilio Inc Class A

TWLO: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Twilio Earnings: Good Quarter With Mixed Guidance

Dan Romanoff

Aug 8, 2025

Twilio reported second-quarter results that easily topped guidance, with revenue up 13% year over year to $1.228 billion and non-GAAP operating margin of 18.0%, versus the midpoint of guidance at $1.185 billion and 16.9%, respectively. However, guidance was mixed.

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Twilio Inc Class A

Twilio Earnings: Good Quarter With Mixed Guidance

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