Twilio beats Q1 revenue expectations, lifts FY revenue growth forecast

Twilio

30/04/2026 21:14

Overview

US customer engagement platform's Q1 revenue rose 20%, beating analyst expectations

Adjusted EPS for Q1 beat analyst expectations

Company repurchased $253 mln in shares during Q1

Outlook

Twilio sees Q2 revenue of $1.42 bln to $1.43 bln, up 15.5%-16.5% y/y

Company expects Q2 non-GAAP EPS of $1.27 to $1.32

Twilio raises 2026 revenue growth outlook to 14%-15%, up from 11.5%-12.5% previously

Result Drivers

COMPANY TRANSFORMATION - Co attributed growth to multi-year changes in innovation, go-to-market efficiency, and financial discipline

CUSTOMER EXPANSION - Dollar-based net expansion rate rose to 114% from 107% a year ago, reflecting increased revenue from existing customers

Company press release: ID:nBw4ByFPLa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.41 bln
$1.34 bln (24 Analysts)
Q1 Adjusted EPS
Beat
$1.50
$1.27 (24 Analysts)
Q1 EPS
$0.57
Q1 Adjusted Operating Income
$279 mln
Q1 Gross Profit
$684.24 mln
Q1 Operating Income
$107.67 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 24 "strong buy" or "buy", 5 "hold" and 1 "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 $153.00, about 8.6% above its April 29 closing price of $140.91

The stock recently traded at 25 times the next 12-month earnings vs. a P/E of 26 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)