Twilio (TWLO) Earnings Dates, Call Summary & Reports

11,794 Followers

Earnings Data

Report Date

Jul 30, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.32

Last Year’s EPS

1.19

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 22 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Apr 30, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call highlighted broad-based and accelerating revenue and gross profit growth, record non-GAAP profitability and operating margins, strong product momentum across voice, messaging, software add-ons and channels (self-serve, ISV), and upgraded full-year guidance. Primary headwinds are incremental carrier pass-through fees that depress margin rates (with roughly $235M of incremental fees expected for the year), some near-term deceleration in Q2 guidance versus Q1, and the early-stage nature of RCS and enterprise Voice AI deployments. Overall, operational momentum and improved cost discipline substantially outweigh the transitory fee headwinds and timing-related adoption risks.

Company Guidance

Twilio guided Q2 revenue of $1.42B–$1.43B (15.5%–16.5% reported growth; 10%–11% organic growth), which assumes $71M of incremental U.S. carrier fees taking effect May 1, and expects Q2 non‑GAAP income from operations of $250M–$260M (including annual merit and SIGNAL costs). For the full year the company raised targets to 9.5%–10.5% organic revenue growth and 14%–15% reported revenue growth (up from 8%–9% and 11.5%–12.5%, respectively), expects full‑year incremental pass‑through carrier revenue of ~ $235M (up from $190M), expects full‑year non‑GAAP gross profit dollar growth to be similar to organic revenue growth, and said the carrier fees should reduce FY26 non‑GAAP gross margin by roughly 200 bps versus FY25. Twilio also raised full‑year non‑GAAP income from operations to $1.08B–$1.10B (from $1.04B–$1.06B) and raised full‑year free cash flow to $1.08B–$1.10B.

Strong Top-Line Growth

Reported revenue of $1.4 billion in Q1 FY2026, up 20% year-over-year; organic revenue up 16% year-over-year — the fastest organic growth rate since 2022.

Record Profitability and Cash Generation

Record non-GAAP income from operations of $279 million (up 31% YoY) and non-GAAP operating margin of 19.8% (up 160 basis points YoY). GAAP income from operations of $108 million and free cash flow of $132 million in Q1.

Gross Profit Momentum

Record non-GAAP gross profit of $697 million, up 16% year-over-year, with non-GAAP gross profit dollar growth accelerating to match organic revenue growth.

Product and Channel Acceleration

Voice revenue grew 20% YoY (sixth consecutive quarter of acceleration). Messaging revenue accelerated to ~25% YoY (with operational growth in the high-teens after adjusting for fees). Self-serve and ISV channels each grew 25%+ YoY; multiproduct customer count rose 29% in Q1.

Software Add-Ons and Voice AI Traction

Software add-on revenue growth exceeded 20% YoY. Branded calling and conversational intelligence each grew >100% YoY. Self-serve voice volume was up ~45%, and voice add-on software grew in the mid-30s.

Improved Cost Structure and Capital Returns

Stock-based compensation fell to 9.7% of revenue (down 220 basis points YoY), the first time since IPO below 10%. Completed $253 million of share repurchases in Q1 with ~ $900 million remaining authorization.

Raised Full-Year Outlook

Raised full-year organic revenue growth guidance to 9.5%–10.5% (from 8%–9%) and reported revenue growth guidance to 14%–15% (from 11.5%–12.5%). Raised full-year non-GAAP income from operations to $1.08B–$1.1B and free cash flow guidance to $1.08B–$1.1B.

Notable Customer Wins and Third-Party Recognition

Key deals and case studies include PGA of America (seven-figure Verify deal) and Scorpion (AI agent generating a 39% lift in bookings and $8.4M incremental revenue). Twilio was named a leader in IDC's CEP MarketScape and Omdia's CEP Universe.

Twilio (TWLO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TWLO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 30, 2026	2026 (Q2)	1.32 / -	1.19	―	―	―
Apr 30, 2026	2026 (Q1)	1.27 / 1.50	1.14	31.58% (+0.36)
Feb 12, 2026	2025 (Q4)	1.23 / 1.33	1	33.00% (+0.33)
Oct 30, 2025	2025 (Q3)	1.08 / 1.25	1.02	22.55% (+0.23)
Aug 07, 2025	2025 (Q2)	1.05 / 1.19	0.87	36.78% (+0.32)
May 01, 2025	2025 (Q1)	0.96 / 1.14	0.8	42.50% (+0.34)
Feb 13, 2025	2024 (Q4)	1.03 / 1.00	0.86	16.28% (+0.14)
Oct 30, 2024	2024 (Q3)	0.86 / 1.02	0.58	75.86% (+0.44)
Aug 01, 2024	2024 (Q2)	0.73 / 0.87	0.54	61.11% (+0.33)
May 07, 2024	2024 (Q1)	0.59 / 0.80	0.47	70.21% (+0.33)

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

TWLO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 30, 2026	$148.06	$183.34	+23.83%
Feb 12, 2026	$110.41	$113.00	+2.35%
Oct 30, 2025	$112.86	$134.88	+19.51%
Aug 07, 2025	$122.39	$98.67	-19.38%

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.