Brief: Twilio Q2 Adjusted EPS USD 1.19 Vs. IBES Estimate USD 1.05

Twilio

07/08/2025 21:22

Overview

Twilio Q2 revenue of $1.23 bln, up 13% yr/yr, beats analyst expectations, per LSEG data

Non-GAAP income from operations rose 26% yr/yr to $221 mln

Twilio repurchased $176.7 mln in Class A shares in Q2

Outlook

Twilio sees Q3 revenue between $1.245 bln and $1.255 bln

Company expects Q3 non-GAAP EPS of $1.01 - $1.06

Twilio raises FY25 organic revenue growth target to 9% - 10%

Company raises FY25 free cash flow target to $875 - $900 mln

Result Drivers

COMMUNICATIONS GROWTH - Communications revenue increased 14% yr/yr, driven by demand for customer engagement solutions

INNOVATION SHOWCASE - Twilio's Signal conference highlighted latest innovations, reinforcing its role in customer experience infrastructure

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$1.23 bln
$1.19 bln (22 Analysts)
Q2 Adjusted EPS
Beat
$1.19
$1.05 (21 Analysts)
Q2 EPS
$0.14
Q2 Adjusted Operating Income
$221 mln
Q2 Gross Profit
$602.74 mln
Q2 Operating Income
$36.99 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 19 "strong buy" or "buy", 8 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Twilio Inc is $130.00, about 0.2% below its August 6 closing price of $130.22

The stock recently traded at 26 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nBw1RmW8ja

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)