Twilio Q1 revenue $1.41B (+20% YoY), GAAP EPS $0.57, Non-GAAP EPS $1.50; raises FY guidance

TWILIO INC

2026-Q1 EPS reported $0.57 revenue$1,406,907,000

Revenue $1.41B (+20% reported, +16% organic); GAAP gross profit $684M (+18%), Non-GAAP $697M (+16%).
GAAP income from operations $108M (+366% YoY); Non-GAAP $279M (+31% YoY).
GAAP diluted EPS $0.57 (vs $0.12); Non-GAAP diluted EPS $1.50 (vs $1.14).
Dollar-Based Net Expansion Rate 114% (vs 107% YoY).
FY2026 guidance raised: revenue growth 14-15% (prev 11.5-12.5%), Non-GAAP OI $1.08-1.10B (raised).

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

TWILIO INC reported first quarter ended March 31, 2026 results: revenue $1.41 billion, net income $90, EPS $0.57.

Period: first quarter ended March 31, 2026
Revenue: $1.41 billion
Net income: $90
EPS: $0.57
Result: reported results

Exact text from the filing

Twilio Announces First Quarter 2026 Results • Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

TWILIO INC updated its fiscal year 2026 guidance (raised).

Period: fiscal year 2026
Guidance: raised
Result: guidance update

Exact text from the filing

For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previously, and its organic revenue growth range to 9.5% to 10.5% year-over-year compared with 8% to 9% previously.

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Earnings Releases SEC 8-K Item 2.02 confidence 0.9

TWILIO INC reported second quarter ended June 30, 2026 results: revenue $1,420 - $1,430, EPS $1.27 - $1.32. Guidance initiated.

Period: second quarter ended June 30, 2026
Revenue: $1,420 - $1,430
EPS: $1.27 - $1.32
Guidance: initiated
Result: guidance update

Exact text from the filing

$1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million. Dollars and shares in millions, except per share amounts Q2 2026 Guidance Revenue $1,420 - $1,430 Y/Y Revenue Growth 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% Non-GAAP income from operations $250 - $260 Non-GAAP diluted earnings per share (1) $1.27 - $1.32

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Source: SEC EDGAR

accession 0001447669-26-000046

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