Q1 25 EPS
$1.14
BEAT +18.59%
Est. $0.96
Q1 25 Revenue
$1.17B
BEAT +2.98%
Est. $1.14B
vs S&P Since Q1 25
+44.6%
BEATING MARKET
TWLO +71.7% vs S&P +27.2%
Market Reaction
Did TWLO Beat Earnings? Q1 2025 Results
Twilio kicked off 2025 with a decisive beat on both top and bottom lines, reinforcing the narrative that its push toward operational discipline is beginning to pay off. The cloud communications company posted first-quarter revenue of $1.17 billion, u… Read more Twilio kicked off 2025 with a decisive beat on both top and bottom lines, reinforcing the narrative that its push toward operational discipline is beginning to pay off. The cloud communications company posted first-quarter revenue of $1.17 billion, up 12% year-over-year and ahead of the $1.14 billion consensus estimate by 2.98%, while non-GAAP diluted EPS of $1.14 cleared the $0.96 consensus by 18.59%, helped in large part by the Communications segment, which alone generated $1.10 billion in revenue, up 13% year-over-year. The quarter also marked a meaningful profitability milestone, with GAAP operating income swinging to $23.08 million from a loss a year earlier. Active customer accounts grew to over 335,000, and the Dollar-Based Net Expansion Rate climbed to 107% from 102%, signaling healthier retention and upsell momentum. Buoyed by the results, Twilio raised its full-year organic revenue growth outlook to 7.5%–8.5% and lifted its free cash flow guidance to $850–$875 million, while guiding Q2 revenue to $1.18–$1.19 billion.
Key Takeaways
- • Revenue growth acceleration to 12% YoY driven by Communications segment growing 13%
- • Dollar-Based Net Expansion Rate improved to 107% from 102% YoY
- • Active Customer Accounts grew to over 335,000 from 313,000 YoY
- • Non-GAAP operating margin expanded to 18.2% from 15.2% YoY
- • Operational discipline, rigor, and focus driving improved profitability
TWLO YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
TWLO Revenue by Segment
With YoY comparisons, source: SEC Filings
“Twilio saw another quarter of revenue growth acceleration and double-digit growth, illustrating that our commitment to operating with more discipline, rigor, and focus is paying off. I'm encouraged by the momentum we've established to start the year. Going forward, we'll continue to focus on what's in our control and will deliver further innovation on behalf of our customers who rely on Twilio to drive amazing experiences for their end users.”
— Khozema Shipchandler, Q1 2025 Earnings Press Release
TWLO Earnings Trends
TWLO vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TWLO EPS Trend
Earnings per share: estimate vs actual
TWLO Revenue Trend
Quarterly revenue: estimate vs actual
TWLO Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 | — | $1.50 | — | $1.41B | +4.92% |
| Q4 25 BEAT FY | $1.23 | $1.33 | +8.13% | $1.37B | +3.71% |
| FY Full Year | $4.79 | $4.89 | +2.04% | $5.07B | +0.97% |
| Q3 25 BEAT | $1.07 | $1.25 | +17.00% | $1.30B | +3.83% |
| Q1 25 BEAT | $0.96 | $1.14 | +18.59% | $1.17B | +2.98% |
| Q4 24 MISS FY | $1.03 | $1.00 | -2.91% | $1.19B | +1.26% |
| FY Full Year | $3.69 | $3.67 | -0.51% | $4.46B | +0.33% |