Twilio Beat Expectations

Twilio (TWLO) reported earnings of $1.14 per share on revenue of $1.17 billion for the first quarter ended March 2025. The consensus earnings estimate was $0.91 per share on revenue of $1.14 billion. The Earnings Whisper number was $0.93 per share. The company beat expectations by 22.58% while revenue grew 11.98% on a year-over-year basis.

The company said it expects second quarter non-GAAP earnings of $0.99 to $1.04 per share on revenue of $1.18 billion to $1.19 billion. The current consensus earnings estimate is $1.04 per share on revenue of $1.16 billion for the quarter ending June 30, 2025. The company also said it expects 2025 revenue of $4.79 billion to $4.84 billion. The company's previous guidance was revenue of $4.77 billion to $4.81 billion, and the current consensus revenue estimate is $4.80 billion for the year ending December 31, 2025.

Twilio has democratized communications channels like voice, text, chat, video and email by virtualizing the world’s communications infrastructure through APIs that are simple enough for any developer to use, yet robust enough to power the world’s most demanding applications.