Achieved 13% organic revenue growth in 2025, up from 9% in 2024, with broad-based contributions across products and channels.
Reduced operating expenses by 1% in 2025 while maintaining financial discipline and strong operating leverage.
Generated nearly $950 million in free cash flow in 2025, guiding to over $1 billion in 2026, and returned 90% of free cash flow to shareholders via buybacks.
Improved dollar-based net expansion rate to 109, driven by volume growth and cross-sell, especially in voice, messaging, self-serve, and ISV channels.
Stock-based compensation as a percentage of revenue reduced from 22% to 12%, targeting 10% by 2027, with a shift toward cash compensation and improved retention.
Voice and self-serve channels showed strong growth, with voice growing in the high teens and self-serve up 28% in Q4, both benefiting from AI-driven use cases.
The Super Network, with 5,000 carrier connections in 180+ countries, provides a defensible moat against competitors and hyperscalers.
ISV channel grew 26% YoY in Q4, with large-scale deals and multi-channel adoption, including a record nine-figure renewal.
Segment CDP is now integrated into the core platform, enabling new data-driven products like Customer Memory and channel orchestration, with more details to be shared at the upcoming Signal conference.
Stytch acquisition accelerates agentic authentication capabilities, addressing increased fraud risk in AI-driven environments.
Workforce planning and organizational optimization have reduced headcount from 9,000 to 5,500, with ongoing efforts to optimize team structure and geography.
AI and automation are being leveraged in customer support, self-serve lead qualification, R&D, and G&A, with further efficiency gains expected.
Gross margin profile is influenced by product mix; high-margin products like voice and software add-ons are growing, but messaging (58% of revenue) carries lower margins and is impacted by rising carrier fees.
Pricing actions are geographically targeted and have a smaller impact on growth compared to volume and cross-sell.
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