Description

Twilio’s Global Playbook: How Is It Winning the Race in RCS & International Messaging?

Twilio’s third-quarter results for 2025 reveal a mix of strong performance metrics and ongoing strategic advancements that could impact investors’ perspectives on the company. The company reported a record $1.3 billion in revenue, marking a 15% increase year-over-year, and $235 million in non-GAAP income from operations, both above expectations. This translates to a non-GAAP operating margin of 18%, albeit with a slight sequential improvement. Twilio has raised its revenue, profitability, and free cash flow targets for the entire year, suggesting confidence in sustained business growth. Twilio’s robust performance was driven by gains across diverse customer segments, from startups to large enterprises, leveraging the firm for enhanced customer engagement. Twilio has demonstrated capability in products like messaging, voice, and software add-ons, with messaging and voice revenue growing in the high teens and mid-teens, respectively.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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