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Twilio Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $1.27 |
| EPS actual | $1.50 |
| EPS Surprise | 18.11% |
| Revenue estimate | 1.343B |
| Revenue actual | 1.407B |
| Revenue Surprise | 4.72% |
| Release date | Feb 12, 2026 |
| EPS estimate | $1.23 |
| EPS actual | $1.33 |
| EPS Surprise | 8.13% |
| Revenue estimate | 1.321B |
| Revenue actual | 1.366B |
| Revenue Surprise | 3.37% |
| Release date | Oct 30, 2025 |
| EPS estimate | $1.07 |
| EPS actual | $1.25 |
| EPS Surprise | 16.82% |
| Revenue estimate | 1.252B |
| Revenue actual | 1.3B |
| Revenue Surprise | 3.83% |
| Release date | Aug 07, 2025 |
| EPS estimate | $1.05 |
| EPS actual | $1.19 |
| EPS Surprise | 13.33% |
| Revenue estimate | 1.188B |
| Revenue actual | 1.228B |
| Revenue Surprise | 3.38% |
Last 4 Quarters for Twilio
Below you can see how TWLO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $122.39 |
| EPS estimate | $1.05 |
| EPS actual | $1.19 |
| EPS surprise | 13.33% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $121.16 |
| Aug 04, 2025 | $125.32 |
| Aug 05, 2025 | $124.65 |
| Aug 06, 2025 | $130.22 |
| Aug 07, 2025 | $122.39 |
| Aug 08, 2025 | $98.67 |
| Aug 11, 2025 | $92.44 |
| Aug 12, 2025 | $95.23 |
| Aug 13, 2025 | $101.71 |
| 4 days before | 1.02% |
| 4 days after | -16.90% |
| On release day | -19.38% |
| Change in period | -16.05% |
| Release date | Oct 30, 2025 |
| Price on release | $112.86 |
| EPS estimate | $1.07 |
| EPS actual | $1.25 |
| EPS surprise | 16.82% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $112.56 |
| Oct 27, 2025 | $114.49 |
| Oct 28, 2025 | $113.48 |
| Oct 29, 2025 | $111.61 |
| Oct 30, 2025 | $112.86 |
| Oct 31, 2025 | $134.88 |
| Nov 03, 2025 | $136.10 |
| Nov 04, 2025 | $129.97 |
| Nov 05, 2025 | $131.41 |
| 4 days before | 0.267% |
| 4 days after | 16.44% |
| On release day | 19.51% |
| Change in period | 16.75% |
| Release date | Feb 12, 2026 |
| Price on release | $110.41 |
| EPS estimate | $1.23 |
| EPS actual | $1.33 |
| EPS surprise | 8.13% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $115.02 |
| Feb 09, 2026 | $116.98 |
| Feb 10, 2026 | $118.76 |
| Feb 11, 2026 | $110.44 |
| Feb 12, 2026 | $110.41 |
| Feb 13, 2026 | $113.00 |
| Feb 17, 2026 | $108.49 |
| Feb 18, 2026 | $110.62 |
| Feb 19, 2026 | $110.96 |
| 4 days before | -4.01% |
| 4 days after | 0.498% |
| On release day | 2.35% |
| Change in period | -3.53% |
| Release date | Apr 30, 2026 |
| Price on release | $148.06 |
| EPS estimate | $1.27 |
| EPS actual | $1.50 |
| EPS surprise | 18.11% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $143.79 |
| Apr 27, 2026 | $142.61 |
| Apr 28, 2026 | $142.16 |
| Apr 29, 2026 | $140.91 |
| Apr 30, 2026 | $148.06 |
| May 01, 2026 | $183.34 |
| May 04, 2026 | $189.67 |
| May 05, 2026 | $195.58 |
| May 06, 2026 | $191.40 |
| 4 days before | 2.97% |
| 4 days after | 29.27% |
| On release day | 23.83% |
| Change in period | 33.11% |
Twilio Earnings Call Transcript Summary of Q1 2026
Twilio reported a strong Q1 2026 with $1.4B revenue (+20% YoY reported, +16% organic) and record non-GAAP income from operations of $279M. Key growth drivers were Voice (20% YoY) — fueled by Voice AI and voice software add-ons like Branded Calling and Conversational Intelligence — and Messaging (~25% YoY headline, ~18% on an apples-to-apples basis after carrier fee pass-throughs). Self-serve and ISV channels each grew 25%+, multiproduct customer count rose 29%, and dollar-based net expansion was 114%. Non-GAAP gross profit grew 16% to $697M; non-GAAP gross margin was 49.6% but pressured (~180 bps YoY) by incremental U.S. carrier pass-through fees. Q2 revenue guidance is $1.42–1.43B (10–11% organic) with ~$71M incremental carrier fees assumed; full-year organic revenue guide raised to 9.5–10.5% and reported revenue to 14–15%. Full-year non-GAAP operating income is now guided to $1.08–1.10B and free cash flow to $1.08–1.10B. Company highlights platform strategy positioning Twilio as foundational infrastructure for AI-driven customer engagement, upcoming SIGNAL product announcements (persistent memory, cross-channel orchestration), continued margin & cash-flow discipline (SBC <10% of revenue), and ~$900M remaining on the buyback authorization.
