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Inside Twilio’s Next Act: Voice AI, Multiproduct Expansion, and Operating Leverage!

Twilio Inc. delivered a fourth quarter and full year performance that reflected a materially improved financial profile alongside steady top-line growth and continued product expansion. Revenue reached $1.4 billion in the fourth quarter and $5.1 billion for the full year, with organic growth supported by strength across voice, messaging, and software add-ons. Profitability improved meaningfully, with non-GAAP operating income rising sharply year over year and free cash flow approaching $1 billion for the full year. The company also reported its first full year of GAAP operating profitability, supported by sustained cost discipline, lower stock-based compensation, and a focus on operating leverage. From an investment perspective, the results reinforced Twilio Inc.’s positioning as a usage-based communications infrastructure provider that is gradually expanding beyond core messaging into higher-value solutions.