{"id":312643,"date":"2025-05-07T07:10:13","date_gmt":"2025-05-07T14:10:13","guid":{"rendered":"https:\/\/www.saastr.com\/?p=312643"},"modified":"2025-05-01T16:17:03","modified_gmt":"2025-05-01T23:17:03","slug":"5-interesting-learnings-from-twilio-at-4-7-billion-in-arr","status":"publish","type":"post","link":"https:\/\/www.saastr.com\/5-interesting-learnings-from-twilio-at-4-7-billion-in-arr\/","title":{"rendered":"5 Interesting Learnings from Twilio at $4.7 Billion in ARR"},"content":{"rendered":"

\"\"

So Twilio continues its slow but significant re-acceleration from the lows of 18-24 month ago.\u00a0 Growth is back to double digits, NRR is up, and free cash flow is strong.\u00a0 And its bets on AI seem to be paying off.\u00a0 Voice agents are a large growth vector.<\/p>\n

\"\"

Is it a better<\/em> Twilio though?\u00a0 It’s a leaner, meaner Twilio, focused again on its core, with more AI but less headcount than before.\u00a0 The future will show us if a tighter focus is the long term winner.<\/p>\n

\n
\n

Twilio slowly re-accelerating:<\/p>\n

– $4.8B ARR
– 12% YoY Growth, up from 7% last year
– 6% New Customer Growth, up to 335,000
– 107% NRR, up from 102% last year
– But Segment only growing 1%
– $700m+ Free Cash Flow annual run rate pic.twitter.com\/AkaFqsCFyU<\/a><\/p>\n

— Jason \u2728\ud83d\udc7eSaaStr 2025 is May 13-15\u2728 Lemkin (@jasonlk) May 1, 2025<\/a><\/p><\/blockquote>\n