Twilio reported revenue of $1.31 billion for Q4, representing 24% growth year-over-year, driven by a 25% increase in subscription services. The company delivered an adjusted loss per share of $0.03, narrowing the gap to profitability and surpassing consensus estimates. Gross margin improved by 150 basis points to 55%, while operating cash flow turned positive at $45 million.

Management introduced a new Voice AI Assistant that integrates AI-driven voice recognition and response capabilities into Twilio Flex. The tool is designed to reduce customer service costs by up to 30% per interaction and accelerate developer adoption, with pilot programs already underway at several enterprise clients.