Twilio Inc Class A

TWLO: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Twilio Earnings: Good Results and Solid Guidance Are Enough to Nudge Our Fair Value Higher

Dan Romanoff , Jivyaa Vaidya

Oct 31, 2025

Twilio reported third-quarter results that easily beat guidance. Revenue grew 15% year over year to $1.3 billion alongside non-GAAP operating margin of 18.0%, versus the guidance midpoints of $1.25 billion and 16.8%, respectively.

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Twilio Inc Class A

Twilio Earnings: Good Results and Solid Guidance Are Enough to Nudge Our Fair Value Higher

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