Twilio Inc. (TWLO) Earnings

Twilio Inc.

TWLO · NYSE

Jun 2026upcoming

Next quarter

Consensus is $0.59 EPS for Jun 2026 across 9 estimates, ranging $0.55 to $0.66.

TWLO Mar 2026

Reported Apr 30, 2026

Beat 44.64%

EPS estimate: $0.56
EPS actual: $0.81
Revenue estimate: —
Revenue actual: —
1-day move: +23.83%

Call highlights have not been generated for this quarter.

Symbol: TWLO
Type: Stock
Sector: Technology
Industry: Computer Software: Prepackaged Software
Country: North America
Exchange: NYSE

Twilio (NYSE: TWLO) is the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant-human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies-from the Fortune 500 to startups-and millions of developers, rely on Twilio's global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results.

Key Issues

Bullish view

Simply Wall St cites growing voice-AI momentum and a stronger outlook for profitable growth as reasons for raising its analyst target. FY2025 net income also improves to approximately breakeven from a $0.1 billion loss in FY2024.

Bearish view

The supplied evidence provides no quantified voice-AI revenue, adoption, margin, or earnings contribution. Net income is only approximately $0.0 billion, so the durability of profitable growth remains unproven.

Analyst Consensus

See all

Buy

31 analysts

$193

Current

—

Low

$225

Average

—

High

Average target implies +16.47% versus the current price.

Earnings History

BeatMissNo estimate

Peers

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