Twilio’s turnaround story now combines solid double‑digit revenue growth with a profitable and scaling operating model. That’s a major inflection from its loss‑making past. The business can compound earnings faster than revenue through operating efficiencies. This positions the company among thee “profitable growth” tech names in cloud infrastructure and customer engagement, rather than a speculative growth story dependent on capital markets.
A combination of broad developer adoption, an increasingly robust data layer, and AI‑driven personalization gives the company multiple levers for long‑term growth: higher‑value products per customer, deeper wallet share, and expansion into more sophisticated enterprise use cases.
TWILIO INC. (Nasdaq symbol TWLO) offers a key service to software developers who create mobile apps. Specifically, its own software is used to connect apps to essential functions elsewhere on a device, including dealing with phone calls and messaging.
On November 14, 2025, Twilio completed the acquisition of Stytch Inc., a developer-focused identity and access management platform. This acquisition represents a transformational expansion for Twilio, positioning the company to build an “intelligent identity layer” specifically designed to authenticate and differentiate between humans, trusted AI agents, and rogue agents.
The Stytch acquisition addresses a critical vulnerability in Twilio’s platform: as use of autonomous AI agents expands, authentication systems designed for human-to-human interactions become insufficient. The combined Twilio-Stytch platform will enable customers to embed verification processes, making the platform foundational for enterprise AI uses.
In December 2025, Twilio announced a new strategic multi-year partnership with the LA Kings of the National Hockey League.
Now, as the team’s official away helmet partner, Twilio’s logo will appear prominently on the side of all the Kings’ away helmets during all regular season and playoff games beginning with the current 2025-26 season.
This positioning should provide Twilio with coast-to-coast exposure in some of its fastest growing and most important markets, while enhancing its visibility among fans and business audiences alike.
The deal, which was brokered by AEG Global Partnerships, marks Twilio’s first major partnership with a team in the National Hockey League and North American professional sports.
As part of the partnership, Twilio’s customer engagement technology will be implemented by the LA Kings, enabling fan communication before, during, and after games. Twilio will also use the away helmet exposure across the country, hosting away-game events and hospitality experiences in select markets. The away helmet placement ensures Twilio’s brand will be prominently featured during nationally televised games in major media markets through the NHL season including key metropolitan areas like Toronto, Seattle, Vegas, Dallas, Boston, New York and more.
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Twilio’s engagement platform delivers double‑digit growth
In the quarter ended December 31, 2025, Twilio’s revenue rose 14.7% to $1.37 billion from $1.19 billion. The increase was due to continued growth in customer engagement products, expansion of its customer base, and stronger international demand.
The company had more than 402,000 active customer accounts as of December 31, 2025, up 23.7% from more than 325,000 a year earlier.
Excluding one-time items, earnings rose 33.0% to $1.33 a share from $1.00, due to improved operational efficiencies, the higher revenue, and lower costs.
Note that the company holds a huge cash balance of $2.47 billion. Its long-term debt is just $992.3 million.
Twilio’s outlook is positive. All in all, the company’s impressive customer base (including recently added Grubhub and Nestle), leading products and high R&D (over 23% of sales) all bode well for its future success in rapidly growing markets.
Recommendation in Power Growth Investor: Twilio Inc. is a buy for aggressive investors.
