TWLO
Twilio Inc
NYSE: TWLO · TECHNOLOGY · SOFTWARE - INFRASTRUCTURE
$148.06
+5.07% today
Updated 2026-04-29
Market cap
$21.62B
P/E ratio
679.00
P/S ratio
4.27x
EPS (TTM)
$0.21
Dividend yield
—
52W range
$92 – $155
Volume
2.1M
Twilio Inc (TWLO) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
7 of 8
Last 8 quarters
Avg EPS surprise
+27.0%
Last 4 quarters
Revenue YoY growth
+14.3%
Most recent quarter
EPS YoY growth
+1762.5%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
-0.4%
Last 3 reports
Positive reaction rate
67%
2 of 3 quarters
Largest single-day move
-24.2%
2025-08-07
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-12 | $1.33 | +8.1% | $110.44 | $113.00 | +2.3% |
| 2025-10-30 | $0.23 | +64.3% | $111.61 | $134.88 | +20.8% |
| 2025-08-07 | $0.14 | +16.7% | $130.22 | $98.67 | -24.2% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $1.23 | $1.33 | +8.1% | $1.37B | +14.3% |
| 2025-09-30 | $0.14 | $0.23 | +64.3% | $1.30B | +14.7% |
| 2025-06-30 | $0.12 | $0.14 | +16.7% | $1.23B | +13.5% |
| 2025-03-31 | $0.96 | $1.14 | +18.7% | $1.17B | +12.0% |
| 2024-12-31 | $-0.03 | $-0.08 | -166.7% | $1.19B | +11.0% |
| 2024-09-30 | $0.86 | $1.02 | +18.6% | $1.13B | +9.7% |
| 2024-06-30 | $0.70 | $0.87 | +24.3% | $1.08B | +4.3% |
| 2024-03-31 | $0.59 | $0.80 | +35.6% | $1.05B | — |
| 2023-12-31 | $0.58 | $0.86 | +48.3% | $1.08B | — |
| 2023-09-30 | $0.36 | $0.58 | +61.1% | $1.03B | — |
| 2023-06-30 | $0.30 | $0.54 | +80.0% | $1.04B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $5.52 | $5.8B | +14.4% | 25 | high |
| 2027 (E) | $6.49 | $6.3B | +9.5% | 25 | high |
| 2028 (E) | $7.15 | $7.0B | +9.4% | 25 | medium |
| 2029 (E) | $7.85 | $7.6B | +9.3% | 25 | medium |
| 2030 (E) | $8.60 | $8.3B | +9.5% | 25 | medium |
Frequently asked questions
Has Twilio Inc beaten earnings estimates?
Twilio Inc has beaten Wall Street EPS estimates in 7 of its last 8 quarterly reports, with an average EPS surprise of +27.0% over the last 4 quarters.
How does TWLO stock react to earnings?
TWLO stock has moved an average of -0.4% in the trading day following earnings over its last 3 reports, with positive reactions in 67% of those quarters.
What is Twilio Inc's revenue growth rate?
Twilio Inc reported year-over-year revenue growth of +14.3% in its most recent quarter, with EPS growing +1762.5% year-over-year.
What is the expected EPS for TWLO in 2026?
Analysts expect Twilio Inc to report EPS of $5.52 for fiscal year 2026, on revenue of $5.8B, based on estimates from 25 analysts.