Twilio Inc ( TWLO ) reported fourth-quarter financial results after the market close on Thursday. Here’s a look at the key details from the quarter.
Q4 Revenue: $1.19 billion, versus estimates of $1.183 billion
Q4 EPS: $1.00, versus estimates of $1.04
Fourth-quarter revenue was up 11% year-over-year, Communications revenue came in at $1.12 billion, up 12% year-over-year, and Segment revenue totaled $74.1 million, down 1% year-over-year.
Twilio ( TWLO ) had more than 325,000 active customer accounts as of Dec. 31, up from 305,000 at the end of 2023.
Twilio ( TWLO ) generated $108.4 million in operating cash flow and $93.5 million in free cash flow during the fourth quarter. The company ended the quarter with $421.3 million in cash and cash equivalents.
“Twilio’s focus on financial discipline, operational rigor, and innovation is paying off as we delivered a second consecutive quarter of double digit growth and our first ever quarter of GAAP operating profitability,” said Khozema Shipchandler, CEO of Twilio ( TWLO ). “I’m energized by the momentum in our business as we deliver on our vision to ensure every digital interaction between businesses and consumers is amazing.”
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Outlook: Twilio ( TWLO ) expects first-quarter revenue to be between $1.13 billion and $1.14 billion versus estimates of $1.143 billion, per Benzinga Pro. The company anticipates first-quarter adjusted earnings of 88 cents to 93 cents per share versus estimates of 99 cents per share.
Twilio ( TWLO ) expects full-year 2025 organic revenue growth of 7% to 8%. The company expects to generate $825 million to $850 million in free cash flow in 2025.
Twilio ( TWLO ) said it completed its previous share repurchase program before the end of 2024. The company authorized a new buyback of up to $2 billion in January with an expiration of Dec. 31, 2027.
Twilio ( TWLO ) executives will discuss the quarter on a conference call with investors scheduled for 5 p.m. ET.
Price Action: Twilio ( TWLO ) shares were down 5.37% after hours, trading at $139.37 at the time of publication Thursday, according to Benzinga Pro.