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Q1 25 EPS
$1.14
BEAT +18.59%
Est. $0.96
Q1 25 Revenue
$1.17B
BEAT +2.98%
Est. $1.14B
vs S&P Since Q1 25
+46.3%
BEATING MARKET
TWLO +75.7% vs S&P +29.5%
Market Reaction
Did TWLO Beat Earnings? Q1 2025 Results
Twilio posted a decisive beat across both top and bottom lines in the first quarter of 2025, with its Communications segment serving as the clear growth engine behind results that comfortably exceeded Wall Street expectations. Revenue rose 12.0% year… Read more Twilio posted a decisive beat across both top and bottom lines in the first quarter of 2025, with its Communications segment serving as the clear growth engine behind results that comfortably exceeded Wall Street expectations. Revenue rose 12.0% year-over-year to $1.17 billion, ahead of the $1.14 billion consensus, while non-GAAP diluted EPS of $1.14 beat the $0.96 estimate by 18.59%, lifted by disciplined cost management that pushed non-GAAP operating margin to 18.2% from 15.2% a year earlier. The Communications segment alone generated $1.10 billion in revenue, up 13% year-over-year, and the company posted GAAP net income of $20.02 million compared to a net loss of $55.35 million in Q1 2024, reflecting meaningful operating leverage. Customer momentum also strengthened, with active accounts expanding to more than 335,000 and the dollar-based net expansion rate improving to 107%. Looking ahead, Twilio raised its full-year 2025 organic revenue growth target to 7.5%-8.5% and increased non-GAAP operating income guidance to $850-$875 million, signaling continued confidence in its profitability trajectory.
Key Takeaways
- • Revenue growth acceleration to 12% YoY driven by Communications segment at 13% growth
- • Dollar-Based Net Expansion Rate improved to 107% from 102% YoY
- • Active Customer Accounts grew to over 335,000 from 313,000 YoY
- • Non-GAAP operating margin expanded to 18.2% from 15.2% YoY
- • Disciplined cost management across R&D, sales and marketing, and G&A
TWLO YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
TWLO Revenue by Segment
With YoY comparisons, source: SEC Filings
“Twilio saw another quarter of revenue growth acceleration and double-digit growth, illustrating that our commitment to operating with more discipline, rigor, and focus is paying off. I'm encouraged by the momentum we've established to start the year. Going forward, we'll continue to focus on what's in our control and will deliver further innovation on behalf of our customers who rely on Twilio to drive amazing experiences for their end users.”
— Khozema Shipchandler, Q1 2025 Earnings Press Release
TWLO Earnings Trends
TWLO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TWLO EPS Trend
Earnings per share: estimate vs actual
TWLO Revenue Trend
Quarterly revenue: estimate vs actual
TWLO Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $1.27 | $1.50 | +17.82% | $1.41B | +4.54% |
| Q4 25 BEAT FY | $1.23 | $1.33 | +8.15% | $1.37B | +3.72% |
| FY Full Year | $4.79 | $4.89 | +2.04% | $5.07B | +0.97% |
| Q3 25 BEAT | $1.07 | $1.25 | +17.00% | $1.30B | +3.83% |
| Q2 25 BEAT | $1.05 | $1.19 | +13.26% | $1.23B | +3.54% |
| Q1 25 BEAT | $0.96 | $1.14 | +18.59% | $1.17B | +2.98% |
| Q4 24 MISS FY | $1.03 | $1.00 | -3.21% | $1.19B | +1.07% |
| FY Full Year | $3.69 | $3.67 | -0.51% | $4.46B | +0.33% |