Achieved Q4 2025 revenue of $1.37B, up 14% year-over-year, and full-year revenue of $5.07B, with non-GAAP income from operations of $256M in Q4 and $924M for the year.
Free cash flow reached $256M in Q4 and $945M for the year, reflecting robust collections and payment timing.
Ended 2025 with over 402,000 active customer accounts, up 24% year-over-year, and a dollar-based net expansion rate of 109%.
Positioned as a foundational infrastructure layer for AI-driven communications, with strong customer validation and industry recognition.
Accelerated revenue growth, expanding operating margins, and significant free cash flow growth marked 2025.
Q4 non-GAAP gross profit was $682M with a 49.9% margin; full-year non-GAAP gross profit was $2.56B with a 50.5% margin.
Q4 non-GAAP operating margin was 18.7%–19%; full-year non-GAAP operating margin was 18%–18.2%.
Stock-based compensation as a percentage of revenue declined to 11.3%–12% in Q4 and 11.8%–12% for the year.
Q4 free cash flow margin was 19%; full-year free cash flow margin was 19%.
Q4 dollar-based net expansion rate was 109%.
Q1 2026 revenue guidance: $1.335B–$1.345B, 14%–15% reported growth, 10%–11% organic growth.
Full-year 2026 revenue growth expected at 11.5%–12.5% reported, 8%–9% organic.
Full-year 2026 non-GAAP income from operations and free cash flow both guided at $1.04B–$1.06B.
Q1 2026 non-GAAP income from operations expected at $240M–$250M; non-GAAP EPS $1.21–$1.26.
2027 non-GAAP operating income target of at least $1.23B, unaffected by carrier fees.
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Search for any keyword across all transcripts simultaneously.
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
The easiest way to stay updated during earnings season.
All events from public companies. Live and recorded.
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Twilio is a cloud communications platform that provides developers with APIs (Application Programming Interfaces) to integrate messaging, voice, and video communication services into their applications. The company was founded in 2008 and is headquartered in San Francisco, California.
Twilio's business model centers around providing developers with easy-to-use APIs that enable them to quickly integrate communication features into their applications without having to build these features from scratch. Developers can use Twilio APIs to send SMS messages, make and receive phone calls, and conduct video chats. Twilio charges developers based on usage, with fees determined by the number of messages, minutes, or video sessions used. Other companies with similar offerings and business models are Bandwidth, RingCentral, and Sinch.
Twilio has gained significant popularity in recent years due to its ease of use, versatility, and scalability. The company's platform has been used by a wide range of companies, from small startups to large enterprises, to build communication features into their applications. Twilio has also expanded its offerings to include programmable wireless services, IoT connectivity, and contact center solutions.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage