Quarterly ResultApr 30, 2026, 04:23 PM
TWLO Q1 Revenue $1.41B, +20%; EPS $0.57; Raises FY26 Guidance
AI Summary
Twilio Inc. announced strong first quarter 2026 financial results, with revenue reaching $1.41 billion, marking a 20% reported and 16% organic year-over-year increase. The company also reported a significant rise in GAAP income from operations to $108 million, up 366% year-over-year, and non-GAAP diluted EPS of $1.50. Following this performance, Twilio raised its full-year 2026 guidance for reported revenue growth, non-GAAP income from operations, and free cash flow.
Key Highlights
- Q1 Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year.
- Q1 GAAP Income from Operations was $108 million, a 366% increase year-over-year.
- Q1 Non-GAAP diluted EPS was $1.50, compared to $1.14 in Q1 2025.
- Dollar-Based Net Expansion Rate was 114% for Q1 2026, up from 107% in Q1 2025.
- Repurchased $253.4 million of common stock during the first quarter of 2026.
- Raises FY26 reported revenue growth guidance to 14%-15% (previously 11.5%-12.5%).
- Raises FY26 non-GAAP income from operations guidance to $1.08-$1.10 billion.
- Raises FY26 free cash flow guidance to $1.08-$1.10 billion.