Twilio (TWLO) Tops Q1 EPS by 23c; offers guidance

Twilio (NYSE: TWLO) reported Q1 EPS of $1.50, $0.23 better than the analyst estimate of $1.27. Revenue for the quarter came in at $1.41 billion versus the consensus estimate of $1.34 billion.

GUIDANCE:

Twilio sees Q2 2026 EPS of $1.27-$1.32, versus the consensus of $1.29. Twilio sees Q2 2026 revenue of $1.42-1.43 billion, versus the consensus of $1.39 billion.

For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previously, and its organic revenue growth range to 9.5% to 10.5% year-over-year compared with 8% to 9% previously. In addition, Twilio expects full-year non-GAAP gross profit growth to be similar to its organic revenue growth range. Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously, and raising its 2026 free cash flow range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously.

For earnings history and earnings-related data on Twilio (TWLO) click here.

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