Twilio Q2 2025: Beat on Revenue; RCS Shifts from Talk to Traction

Twilio delivered its fourth straight quarter of accelerating double-digit growth. It grew revenue 13% YoY to $1.228B in Q2, beating estimates, and it pulled in free cash flow of $263M.

Messaging remained the growth engine. Voice returned to double-digit gains. And RCS moved from pilots to signed deals. The company reported a go-to-market motion now working in both PLG and enterprise sales; however, Segment continues with declining growth, and cross-sell’s scalability is unproven… READ MORE

earnings Twilio

09 Mar

With RCS, URLs Are Dynamite

Native URL support is one of RCS’s simplest yet most powerful features. It enables developers to effortlessly create sophisticated app experiences…

17 Mar

Upland Announces Q4 2024 Results

Last year, I questioned whether Upland was preparing for an M&A, given its sluggish growth, lack of clear product momentum, but high gross margins. I still have no clarity on that front…