New York, Feb 25, 2026, 06:02 EST — Premarket
Twilio Inc was basically flat in premarket action Wednesday, holding close to $113.8, following a jump of 4.9% at the close Tuesday. The cloud communications company’s shares had rallied in the previous session. (Public)
Investors are once more sifting through the company’s annual filing, searching for proof that growth isn’t just a quarter-to-quarter illusion and that cash generation holds up. The document can also shift expectations when it comes to customer trends, costs, and risk statements.
Twilio’s annual 10-K filing showed a swing to net income of $33.8 million for 2025, after posting a loss the year before, with revenue hitting $5.07 billion. The company closed the year with 402,000 active customer accounts. Its dollar-based net expansion rate? 108%—meaning existing customers collectively spent more than they did a year earlier. Free cash flow came in at $945.4 million. As for longer-term deals, Twilio’s remaining performance obligations totaled $175.2 million, most of which, it said, should convert to revenue over the next two years. (SEC)
Twilio shares closed out Tuesday at $113.85, ticking through a low of $107.12 and reaching as high as $117.07 during the session. Roughly 3.09 million shares changed hands, market data showed. Monday’s session saw the stock drop 4.1%. (Investing.com)
After hours, shares hovered near $113.80, not straying much from where they settled. (MarketWatch)
Elsewhere, a Form 4 filing revealed CFO Aidan Viggiano was granted 37,554 restricted stock units. The first chunk is set to vest on March 31, 2026, with the rest following in quarterly installments, provided Viggiano stays on board. (Stock Titan)
On Tuesday, Twilio rolled out several product updates, among them a new opt-in “refreshed” Studio canvas experience—another notch in the company’s ongoing stream of developer tool launches. (Twilio)
Choppy trading across the board, and software names in particular bounced back following those sharp AI-linked moves. Jefferies economist Mohit Kumar pointed to a “partnership rather than displacement” narrative as a tailwind for the group. Traders, meanwhile, watched for Nvidia’s numbers after the U.S. close, seeing them as a possible barometer for tech risk appetite. (Reuters)
Still, things could just as easily turn south. Twilio relies heavily on demand for customer messaging and communications, and with competitors like Bandwidth and Sinch crowding in, pricing stays under constant pressure. The company flagged another issue: its active customer account numbers aren’t telling the full story anymore, thanks to an accumulation of low-spending customers. (Stock Titan)
Next up: Twilio’s SIGNAL conference hits San Francisco on May 6–7. That’s when the company usually spells out its product plans—and the roadmap from there can move the stock’s narrative well into summer. (signal.twilio.com)
