---
schema_version: "secwatch.filing_event.v1"
accession: "0001447669-26-000046"
form_type: "8-K"
ticker: "TWLO"
cik: "0001447669"
company_name: "TWILIO INC"
filed_at: "2026-04-30T23:59:59+00:00"
generated_at: "2026-05-15T00:40:24.398403+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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).

## SEC filing metadata
- accession: 0001447669-26-000046
- form_type: 8-K
- ticker: TWLO
- cik: 0001447669
- company_name: TWILIO INC
- filed_at: 2026-04-30T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/twlo-20260430.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-26-000046
- JSON: https://secwatch.observer/filing/0001447669-26-000046.json
- Plain text: https://secwatch.observer/filing/0001447669-26-000046.txt

## Key facts
- Earnings Releases
  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
  source text: Twilio Announces First Quarter 2026 Results • Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year
  evidence_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm
- Earnings Releases
  TWILIO INC updated its fiscal year 2026 guidance (raised).
  - Period: fiscal year 2026
  - Guidance: raised
  - Result: guidance update
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm
- Earnings Releases
  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
  source text: $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
  evidence_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.