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Twilio Financial Results (TWLO)

Earnings report dates, analyst consensus, and how Twilio's share price reacted to past results — all in one place, in English.

Updated: October 11, 2026

Share Price
289.47 USD
+4.97%
Market Cap
$44.46 bn
Next Report
October 29, 2026
confirmed date
Earnings Beat
100%
out of 4 last quarters
Average Share Price Movement
19.54%
on the session after publication
P/E Ratio
40.04
Twilio's Performance vs. ForecastsThe company beat analyst forecasts in 100% of the last 4 quarters.100%above forecasts
Percentage of quarters Twilio's earnings beat analyst consensus — out of the last 4 reports.

When Twilio Releases Earnings

Twilio's next report is scheduled for October 29, 2026. This date is based on the company's announcement.

The expected earnings per share (EPS) is 1.47 USD. Analyst forecasts range from 1.41 to 1.55 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: 1.51 B USD.

Twilio's Latest Report: What the Numbers Showed

Twilio's last published report covers the quarter ended June 30, 2026. Revenue was $1.50 billion, and net income was $1.07 billion. Earnings per share reached $1.47 compared to analysts' forecast of $1.32 — 11.06% above expectations. In the first trading session after the release, the share price changed by +24.87%.

Revenue
$1.50 bn
for the quarter
Net income
$1.07 bn
for the quarter
EPS
1.47 USD
forecast 1.32
Surprise
+11.06%
vs. consensus
Share price after report
+24.87%
next trading day
Net margin
71.19%
net income to revenue

Insider Transactions: Twilio

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
2
≈ $22.9M
Sales · 12 mo.
35
Unique individuals
8
in the last year
Last transaction
October 5, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Twilio · Duquesne Family Office fund
$22.9M June 30, 2026
Ray Dalio
Ray Dalio · sale TWLO
Twilio · Bridgewater Associates fund
$12.3M June 30, 2026
Josh Gottheimer
Josh Gottheimer · purchase TWLO
Twilio · jointly
$1K–$15KMay 4, 2026
Khozema Shipchandler · sale TWLO
$4.2M October 5, 2026
Khozema Shipchandler · sale TWLO
$4.1MSeptember 30, 2026
Aidan Viggiano · sale TWLO
$2.7MSeptember 30, 2026
Aidan Viggiano · sale TWLO
$327K17 August 2026
Andrew Stafman · sale TWLO
Twilio · indirectly
$124M August 12, 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 100% of the last 4 quarters.

The average share price change on the day after earnings release is 19.54% — regardless of direction. The largest move was 30.11%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Twilio share price reaction to earningsBar chart: Twilio share price change on the trading day after the last 4 earnings releases. Increased after 4 of them, decreased after 0. Largest move: 30.11%.+20.85%X 25+2.32%Feb 26+30.11%Q26+24.87%Aug 26
Twilio share price change on the trading day after the report's release. Green bar indicates an increase, red a decrease.
Twilio: EPS forecast vs. actualBar chart comparing EPS forecasts with Twilio's actual results over the last 4 quarters. Actual results exceeded forecasts in 4 of them.1.071.25Q3 251.231.33Q4 251.271.50Q1 261.321.47Q2 26analyst forecastCompany earnings
Twilio earnings per share: analyst forecast and actual result, in USD.
Twilio quarterly results — forecast, actual, and share price performance on the trading day after release. EPS values in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026August 6, 20261.321.47+11.06%+24.87%
March 31, 2026April 30, 20261.271.50+18.02%+30.11%
December 31, 2025February 12, 20261.231.33+8.15%+2.32%
September 30, 2025October 30, 20251.071.25+16.99%+20.85%

How much this company's stock moves after earnings

Twilio's share price changes by an average of 19.54% on the first trading day after earnings releases — based on the last 4 reports, regardless of direction. This ranks 3 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Twilio forecasts — EPS values in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter1.471.25+17.43%$1.51 bn26
Next quarter1.481.33+11.56%$1.58 bn25
Current year5.934.89+21.28%$6.00 bn28
Next year6.805.93+14.64%$6.69 bn30

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Twilio revenue and marginBar chart of Twilio's quarterly revenue for the last 5 quarters; revenue is growing, with the net margin overlaid as a line.Q2 25Q3 25Q4 25Q1 26Q2 261.83%2.86%-3.36%6.41%71.19%Quarterly revenueNet margin
Twilio quarterly revenue in USD and net margin for the same quarter.
Twilio quarterly income statement.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$1.50 bn48.42%7.83%71.19%
March 31, 2026$1.41 bn48.63%7.65%6.41%
December 31, 2025$1.37 bn48.49%5.39%-3.36%
September 30, 2025$1.30 bn48.61%3.15%2.86%
June 30, 2025$1.23 bn49.07%3.01%1.83%

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Twilio

Twilio Inc. is listed on the New York Stock Exchange under the ticker TWLO, and its headquarters are located in the United States. The company belongs to the technology sector (industry: Software - Infrastructure).

  • Ticker: TWLO
  • Exchange: New York Stock Exchange
  • Trading Currency: USD
  • Sector: Technology
  • Number of Analysts Providing Estimates: 28
  • 52-Week Range: 104.50 – 308.40
  • Company website: https://www.twilio.com

Frequently Asked Questions

When does Twilio release earnings?

The next report is scheduled for October 29, 2026.

What were Twilio's results last quarter?

For the quarter ended June 30, 2026: revenue 1.50 billion USD, net income 1.07 billion USD, EPS 1.47 USD. This was +11.06% above analyst forecasts.

What is Twilio's stock ticker?

TWLO — on the New York Stock Exchange. You may also see TWLO on quote services.

What is the earnings per share forecast for Twilio?

The analyst consensus for the upcoming quarter is $1.47 per share. Individual forecasts range from $1.41 to $1.55.

How much does Twilio's share price usually change after earnings?

On average, 19.54% in the session after publication, counting both directions. The largest recorded movement was 30.11%.

Does Twilio usually beat analyst forecasts?

In the last 4 quarters, results exceeded forecasts in 100% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I check Twilio's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other Companies in the Technology Sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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