Achieved record Q3 2025 revenue of $1.3 billion, up 15% year-over-year, with 13% organic growth and non-GAAP income from operations of $235 million, up 29%.
Free cash flow for Q3 2025 was $248 million, with a 19% margin and strong year-over-year growth.
Active customer accounts exceeded 392,000, with a dollar-based net expansion rate of 109%.
Announced the acquisition of Stytch, Inc., an identity platform for AI agents, expected to close in Q4 2025.
Major customer wins and a nine-figure renewal with a leading cloud provider marked the largest deal in company history.
Non-GAAP gross profit was $652 million with a 50.1% margin; non-GAAP operating margin was 18%.
Free cash flow margin was 19%, up from 17% in Q3 2024.
GAAP net income per diluted share was $0.23, compared to a loss of $0.06 in Q3 2024; non-GAAP net income per diluted share was $1.25, up from $1.02.
Stock-based compensation was $158 million, representing 12% of revenue.
Messaging revenue mix was 53.3% of total revenue in Q3 2025.
Q4 2025 revenue guidance: $1.31–$1.32 billion, up 9.5–10.5% year-over-year; organic revenue growth expected at 8–9%.
Full-year 2025 guidance raised: reported revenue growth 12.4–12.6%, organic revenue growth 11.3–11.5%.
Full-year non-GAAP income from operations guidance increased to $900–$910 million; free cash flow guidance raised to $920–$930 million.
Q4 2025 non-GAAP diluted EPS guidance is $1.17–$1.22.
Management expects modest gross margin headwinds due to increased A2P messaging fees from U.S. carriers.
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