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Twilio Inc (GB:0LHL)
LSE:0LHL
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.05Last Year’s EPS
0.87Same Quarter Last Year
Moderate Buy
Based on 27 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 01, 2025
|% Change Since: 7.87%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
The earnings call reflected a strong start to 2025 with significant revenue growth driven by innovation in AI products and successful ISV and self-serve growth strategies. Despite the decline in gross margin and cautious outlook for the second half due to macroeconomic uncertainties, the overall performance and strategic initiatives suggest a positive trajectory.Company Guidance
During the Twilio First Quarter 2025 Earnings Call, the company provided several key metrics indicating a strong performance. Twilio reported a revenue of $1.172 billion, representing a 12% year-over-year increase, and a non-GAAP income from operations of $213 million, up 34% compared to the previous year. Furthermore, the company generated $178 million in free cash flow despite a $122 million payout for their annual cash bonus program. Revenue from Twilio's communications business reached $1.097 billion, marking a 13% growth year-over-year, driven by progress in key growth levers such as ISVs and self-serve. The dollar-based net expansion rate for communications was 108%, while for the segment it was 94%, with an overall company rate of 107%. Non-GAAP gross profit was $602 million, with a gross margin of 51.3%. Additionally, Twilio raised its full-year 2025 organic revenue growth guidance to a range of 7.5% to 8.5% and increased its full-year non-GAAP income from operations guidance to between $850 million and $875 million. The company also highlighted their commitment to returning shareholder value through a $2 billion share repurchase program, having repurchased $130 million in shares during Q1.Strong Revenue Growth
Twilio reached $1.172 billion in revenue for Q1 2025, a 12% increase year-over-year, marking the third consecutive quarter of double-digit revenue growth and year-over-year growth acceleration. Communications revenue grew by 13% year-over-year.
Non-GAAP Income and Cash Flow
Record non-GAAP income from operations of $213 million, up 34% year-over-year, and $178 million of free cash flow were reported. Non-GAAP operating margin improved by 300 basis points year-over-year.
AI Product Innovation
Introduction of new AI-enabled products such as Conversation Relay and Generative Custom Operators, leading to increased customer engagement and potential for automation of complex tasks.
ISV and Self-Serve Growth
Strong traction in ISV customers with notable wins, and 85% of inbound leads were handled with AI, resulting in a 3x higher likelihood of upgrading from free to paid accounts.
Share Repurchase Program
A $2 billion share repurchase program was authorized, with $130 million repurchased in Q1 and more than $90 million in April.
Positive Customer Use Cases
Partnerships and customer wins, including Cedar's AI voice agent Kora and Chelsea Football Club's use of Twilio Segment for personalized experiences.
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GB:0LHL Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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GB:0LHL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| May 01, 2025 | $98.23 | $99.37 | +1.16% |
| Feb 13, 2025 | $145.10 | $127.05 | -12.44% |
| Oct 30, 2024 | $71.20 | $81.71 | +14.77% |
| Aug 01, 2024 | $57.25 | $62.66 | +9.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Twilio Inc (GB:0LHL) report earnings?
Twilio Inc (GB:0LHL) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Twilio Inc (GB:0LHL) earnings time?
Twilio Inc (GB:0LHL) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Twilio Inc stock?
The P/E ratio of Twilio is N/A.
What is GB:0LHL EPS forecast?
GB:0LHL EPS forecast for the fiscal quarter 2025 (Q2) is 1.05.
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