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TWILIO INC. — Earnings

Most recent reported period: FY2026 (Q1) (filed for period ending 2026-03-31) · sourced from SEC EDGAR

← Calendar (this week)
Next earnings (estimated): Tue, June 30, 2026 — ~58 days away. Anchored to latest quarter-end + 91 days. Analyst-confirmed dates land in a follow-up wave.
Recent · last 8 quartersFuture · next 8 quarters
YoY = vs same quarter prior year (seasonality-adjusted)

Recent earnings · last 8 quarters

Quarter endRevenueYoYNet IncomeYoYOp. Margin
2026-03-31$1.41B↑+20.0%$90M↑+350.3%7.7%
2025-12-31$1.37B↑+14.3%——4.2%
2025-09-30$1.30B↑+14.7%$37M↑+483.0%3.1%
2025-06-30$1.23B↑+13.5%$22M↑+170.4%3.0%
2025-03-31$1.17B↑+12.0%$20M↑+136.2%2.0%
2024-12-31$1.19B↑+11.0%———
2024-09-30$1.13B↑+9.7%$-10M↑+93.1%-0.4%
2024-06-30$1.08B↑+4.3%$-32M↑+80.8%-1.8%

Analyst consensus estimates (EPS / Revenue) and implied move from options will land in a follow-up wave. For now, YoY-vs-prior-year-quarter is the surprise proxy.

Last earnings · FY2026 (Q1)

Revenue
$1.41B
↑+20.0% +$234M YoY
Net Income
$90M
↑+350.3% +$70M YoY

Earnings surprise · last 8 quarters

YoY % change · proxy for analyst surprise until estimates land

EPS history · last 10 fiscal years

diluted, GAAP, annual

Note: EPS reflects WEIGHTED-AVERAGE diluted shares for each fiscal year. Pre-stock- split values can blow up the early bars if SEC's XBRL data isn't split-adjusted — flagged as a known limitation; cumulative split-adjustment is a follow-up.

Margin trends · 47 quarters

margin trajectory tells the operating-leverage story
Gross Margin↓-1.0pts
48.6%
Operating Margin↑+5.7pts
7.7%
Net Margin↑+4.7pts
6.4%

Go deeper

TWLO Sankey — flow of dollars

See how revenue waterfalls through every line item to net income for the latest reported quarter, with prior-period comparison.

Open Sankey

TWLO Key Metrics — EPS, ROE, ROIC

10 CFA-grade fundamental ratios — EPS, BVPS, ROE, ROA, ROIC, Debt/Equity, Current Ratio. Compare across years.

Open Key Metrics