Twilio (TWLO) reported first-quarter revenue of $1.41 billion, representing a 20% year-over-year increase. This figure surpassed the consensus estimate of $1.34 billion. The company posted adjusted earnings of $1.50 per share, beating Wall Street expectations of $1.27 per share. CEO Khozema Shipchandler noted the quarter delivered the best revenue and gross profit growth rates in over three years.
For the second quarter, Twilio projects revenue between $1.42 billion and $1.43 billion. The company also raised its full-year 2026 revenue growth forecast to a range of 14% to 15%, up from the previous 11.5% to 12.5% estimate. Management attributed the outlook to strong customer engagement and AI-driven demand. Twilio shares jumped more than 17% in extended trading.