Twilio’s Q4 results for 2025 came in ahead of Wall Street expectations for both revenue and non-GAAP earnings, yet the market reacted negatively to the report. Management attributed the quarter’s performance to broad-based strength across its core voice and messaging channels, with CEO Khozema Shipchandler highlighting the company’s transformation into a foundational infrastructure layer for customer engagement. Growth was further supported by strong self-service and ISV channels, and a notable uptick in multi-product adoption, as well as the increasing contribution of Voice AI and software add-ons.
A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off.
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth.
Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
Customer engagement platform Twilio (NYSE:TWLO) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 14.3% year on year to $1.37 billion. On top of that, next quarter’s revenue guidance ($1.34 billion at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 8.2% above analysts’ consensus estimates.
Customer engagement platform Twilio (NYSE:TWLO) announced better-than-expected revenue in Q4 CY2025, with sales up 14.3% year on year to $1.37 billion. On top of that, next quarter’s revenue guidance ($1.34 billion at the midpoint) was surprisingly good and 3.9% above what analysts were expecting. Its non-GAAP profit of $1.33 per share was 8.2% above analysts’ consensus estimates.
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence.
Twilio Inc (TWLO) shares declined over 10% on Tuesday following the company's announcement of a partnership with artificial intelligence workspace platform Genspark.
Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 4.6% in the morning session after a Citizens analyst reiterated a "Market Outperform" rating, pointing to strong user engagement metrics and the company's position in the voice AI market.
A number of stocks fell in the afternoon session after tech stocks pulled back as reports surfaced that Chinese customs authorities blocked Nvidia's H200 AI chips, effectively halting their entry despite recent U.S. export approvals.
A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
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