
Twilio (TWLO) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $1.65 | $1.32 | 25.0 % |
| Q2 | Aug 6, 2026 | $1.47 | $1.18 | 24.6 % |
| Q1 | Apr 30, 2026 | $1.50 | $1.13 | 32.7 % |
| Q4 | Feb 12, 2026 | $1.33 | $0.92 | 44.6 % |
Quarterly Revenue (Billions)
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 29, 2026 | $1.56B | $1.51B | 3.00 % |
| Q2 | Aug 6, 2026 | $1.50B | $1.43B | 4.97 % |
| Q1 | Apr 30, 2026 | $1.41B | $1.34B | 4.86 % |
| Q4 | Feb 12, 2026 | $1.37B | $1.32B | 3.63 % |
Twilio (TWLO) last issued guidance on October 29, 2026 for fiscal year 2026. The company guided revenue in the range of $6.08B - $6.08B for the period.
Compared to prior guidance, Twilio raised its revenue forecast from a prior range of $5.98B - $6B.
Twilio has issued 23 guidance updates between February 15, 2023 and October 29, 2026. During this period, the company raised its outlook 13 times and lowered it 5 times, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $1.32 | $1.18 | $1.13 | $0.92 |
| Actual | $1.65 | $1.47 | $1.50 | $1.33 |
| Surprise | +25.0% | +24.6% | +32.7% | +44.6% |
| Revenue | ||||
| Estimate | $1.51B | $1.43B | $1.34B | $1.32B |
| Actual | $1.56B | $1.50B | $1.41B | $1.37B |
| Surprise | +3.00% | +4.97% | +4.86% | +3.63% |
| Metric | Q4 '26E | Q1 '27E | Q2 '27E | Q3 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $1.40 | $1.45 | $0.96 | $1.04 |
| Revenue | ||||
| Consensus | $1.60B | $1.60B | — | — |