TWLO Twilio (TWLO) Q3 FY25 earnings call
Twilio delivered a strong Q3 FY25, achieving record revenue and profitability, driven by broad-based execution across customer segments and product lines. The company exceeded its quarterly guidance and raised full-year targets, demonstrating operational rigor. Key growth drivers included messaging, voice, and software add-ons, with significant traction in AI-powered communication solutions and continued strength in ISV and self-serve channels. Management remains focused on driving durable revenue and gross profit dollar growth, while strategically investing in platform capabilities and AI-dri
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TWLO operating KPIs by quarter
| KPI | Dec 2024 Q4 FY24 | Mar 2025 Q1 FY25 | Jun 2025 Q2 FY25 | This call Sep 2025 Q3 FY25 | Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|---|---|---|---|
| Net revenue retention rate | 106%Our Q4 dollar-based net expansion rate was 106%, representing our best performance since Q1 of 2023 and reflecting the improving growth trends we've seen in our Communications business over the last several quarters.Source: earnings call transcript | 107%Our Q1 dollar-based net expansion rate was 107%, reflecting the improving growth trends we've seen in our Communications business over the last several quarters.Source: earnings call transcript | 108%This momentum is reflected in our dollar-based net expansion rate of 108% in Q2, our best rate in over 2 years.Source: earnings call transcript | 109%Our Q3 dollar-based net expansion rate was 109%, reflecting the improving growth trends we've seen in our business over the last several quarters.Source: earnings call transcript | 109%Our Q4 dollar-based net expansion rate was 109%, reflecting the improving growth trends we've seen in our business over the last several quarters.Source: earnings call transcript | 114%Our Q1 dollar-based net expansion rate was 114%, reflecting the improving growth trends we've seen in our business over the last several quarters.Source: earnings call transcript | 116%Our Q2 dollar-based net expansion rate was 116%, reflecting the improving growth trends we've seen in our business over the last several quarters.Source: earnings call transcript | +2 pt |
| Net revenue retention rate Communications | 108%Our dollar-based net expansion rate for Communications was 108% and the dollar-based net expansion rate for Segment was 93%.Source: earnings call transcript | 108%Our dollar-based net expansion rate for Communications was 108% and the dollar-based net expansion rate for Segment was 94%.Source: earnings call transcript | 109%Our DBNE rate for communications was 109% and the DBNE rate for segment was 95%.Source: earnings call transcript | — | — | — | — | +1 pt |
| Net revenue retention rate Segment | 93%Our dollar-based net expansion rate for Communications was 108% and the dollar-based net expansion rate for Segment was 93%.Source: earnings call transcript | 94%Our dollar-based net expansion rate for Communications was 108% and the dollar-based net expansion rate for Segment was 94%.Source: earnings call transcript | 95%Our DBNE rate for communications was 109% and the DBNE rate for segment was 95%.Source: earnings call transcript | — | — | — | — | +1 pt |
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