
• Reported GAAP EPS of $0.59 up 353.85% YoY • Reported revenue of $1.41B up 20.00% YoY • For Q2 2026, Twilio is initiating revenue guidance of $1.420 to $1.430 billion, non-GAAP income from operations of $250 to $260 million, and non-GAAP diluted EPS of $1.27 to $1.32.
Bullish
Twilio achieved strong revenue and profit growth, improved its Dollar-Based Net Expansion Rate, and executed significant share repurchases, demonstrating effective capital allocation.
Bearish
Twilio experienced decreased cash flow, operates in a highly competitive market with emerging risks, and discontinued Active Customer Accounts as a key metric.