Companies /Technology

Twilio Inc Class A

NYSE: TWLO Software - Infrastructure
$241.34
â–² $12.88 (+5.64%) today
Markets closed · 2:41am ET

Q1 2026 Earnings

Reported Apr 30, 2026, 4:08pm ET · SEC source
$1.50
Beat +17.82%
EPS · est. $1.27
$1.4B
Beat +4.54%
Revenue · est. $1.3B
+19.3%
Beating market
TWLO vs S&P since report
6 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%0+8%Apr 30May 1report 4:08pm ETearnings+0.2%+11.0%
−8%0+8%Apr 30May 1earnings+0.2%+11.0%
TWLO +11.0%S&P 500 +0.2%
−8%0+8%Apr 30May 1report 4:08pm ETearnings+0.9%+11.0%
−8%0+8%Apr 30May 1earnings+0.9%+11.0%
TWLO +11.0%NASDAQ +0.9%
−20%0+20%Apr 29May 8report 4:08pm ETearnings+2.5%+17.6%
−20%0+20%Apr 29May 8earnings+2.5%+17.6%
TWLO +17.6%S&P 500 +2.5%
−20%0+20%Apr 29May 8report 4:08pm ETearnings+6.4%+17.6%
−20%0+20%Apr 29May 8earnings+6.4%+17.6%
TWLO +17.6%NASDAQ +6.4%
+23.83%
Day of report
+3.45%
Next session
+10.01%
One week
+23.96%
30 days

S&P 500 over the same 30 days: +4.66%.

Did TWLO Beat Earnings? Q1 2026 Results

Twilio kicked off fiscal 2026 with a notably strong first quarter, posting revenue of $1.41 billion, up 20% year-over-year and ahead of the $1.35 billion consensus by 4.54%, while non-GAAP EPS of $1.50 beat the $1.27 estimate by 17.82%. The company described the quarter as its highest revenue and gross profit growth rates in more than three years, a momentum CEO Khozema Shipchandler tied directly to a multi-year transformation in innovation velocity and go-to-market efficiency as Twilio repositions itself as foundational AI-era infrastructure. Profitability metrics reinforced the narrative, with GAAP operating income surging to $107.67 million from $29.09 million a year ago and the Dollar-Based Net Expansion Rate improving to 114% from 107%, signaling deepening customer engagement. The strong results prompted Twilio to raise its full-year 2026 guidance, now calling for reported revenue growth of 14% to 15% and non-GAAP operating income of $1.08 billion to $1.10 billion, even as notable insider share sales near the stock's 52-week high drew some attention from investors.

Key Takeaways
  • 20% reported revenue growth and 16% organic revenue growth year-over-year
  • Dollar-Based Net Expansion Rate improved to 114% from 107% year-over-year
  • GAAP income from operations grew 366% year-over-year
  • Non-GAAP operating margin expanded to 20% from 18% year-over-year
  • Stock-based compensation as a percentage of revenue declined to 10% from 12%

“Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years.”

Twilio CEO, on the earnings call

Forward Guidance & Outlook

For Q2 2026, Twilio guided revenue of $1.420 billion to $1.430 billion (15.5%-16.5% reported growth, 10%-11% organic growth), non-GAAP income from operations of $250-$260 million, and non-GAAP diluted EPS of $1.27-$1.32. For full-year 2026, Twilio raised reported revenue growth guidance to 14%-15% (from 11.5%-12.5%), organic revenue growth to 9.5%-10.5% (from 8%-9%), non-GAAP income from operations to $1.08-$1.10 billion (from $1.04-$1.06 billion), and free cash flow to $1.08-$1.10 billion (from $1.04-$1.06 billion). Non-GAAP gross profit growth is expected to be similar to organic revenue growth.

TWLO YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$0$400.0M$800.0M$1.2B$1.2B$1.4BRevenue$581.5M$684.2MGross Profit$23.1M$107.7MOperating Income$20.0M$90.1MNet Income
$0$400.0M$800.0M$1.2BRevenueGross ProfitOperating IncomeNet Income

TWLO Revenue by Segment

Communications

Figures from SEC filings and company reports. Not investment advice.