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Twilio Inc. (TWLO) Q4 2025 Earnings Call Transcript

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Twilio Inc. (TWLO) Q4 2025 Earnings Call February 12, 2026 5:00 PM EST

Company Participants

Rodney Nelson – Vice President of Investor Relations
Khozema Shipchandler – CEO & Director
Aidan Viggiano – Chief Financial Officer
Thomas Wyatt – Chief Revenue Officer

Conference Call Participants

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Aleksandr Zukin – Wolfe Research, LLC
Taylor McGinnis – UBS Investment Bank, Research Division
Mark Murphy – JPMorgan Chase & Co, Research Division
Samad Samana – Jefferies LLC, Research Division
Sitikantha Panigrahi – Mizuho Securities USA LLC, Research Division
Ryan MacWilliams – Wells Fargo Securities, LLC, Research Division
Nicholas Altmann – BTIG, LLC, Research Division
James Reynolds – Morgan Stanley, Research Division
James Fish – Piper Sandler & Co., Research Division
Joshua Reilly – Needham & Company, LLC, Research Division
William Power – Robert W. Baird & Co. Incorporated, Research Division
Koji Ikeda – BofA Securities, Research Division

Presentation

Operator

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Good day, and thank you for standing by. Welcome to the Twilio Inc. Fourth Quarter 2025 Earnings Call. [Operator Instructions] Please be advised that today’s conference is being recorded. [Operator Instructions].

I would now like to hand the conference over to your speaker today, Rodney Nelson, Vice President, Investor Relations.

Rodney Nelson
Vice President of Investor Relations

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Thank you, operator. Good afternoon, everyone, and thank you for joining us for Twilio’s Fourth Quarter 2025 Earnings Conference Call.

Joining me today are Khozema Shipchandler, Chief Executive Officer; Aidan Viggiano, Chief Financial Officer; and Thomas Wyatt, Chief Revenue Officer.

As a reminder, we will disclose non-GAAP financial measures on this call. Definitions and reconciliations between our GAAP and non-GAAP results can be found in our earnings presentation posted on our IR website at investors.twilio.com.

We will also make forward-looking statements on this call, including statements about our future outlook and goals. Such statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those

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