Twilio Q2 FY 2025 Revenue Rises 13% With Record Profitability and Cash Flow

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Summary

Twilio reported Q2 FY 2025 revenue of $1.23 billion, up 13% year over year, and delivered record profitability and free cash flow. Messaging, voice, and AI-driven product momentum supported the growth, while ConversationRelay and Conversational Intelligence expanded its AI communications stack. Twilio also highlighted stronger large-deal activity, rising RCS adoption, and a new multi-year partnership with Microsoft. Gross margin pressure from messaging mix, carrier fees, and higher R&D spending will weigh on near-term profitability, but management raised full-year revenue and free cash flow guidance.

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