Twilio Q1 Revenue Jumps 20%, Raises 2026 Growth Forecast to 14-15%
TWLO•Twilio reported Q1 revenue of $1.41 billion, up 20% year-over-year, with adjusted EPS of $1.50 versus estimates of $1.27. The company raised its 2026 revenue growth forecast to 14-15% and lifted operating income and free cash flow targets to $1.08-1.10 billion, spurring an 18% share surge.
1. First-Quarter Financial Performance
Twilio posted Q1 revenue of $1.41 billion, up 20% from a year earlier, and net income of $90 million, or $0.57 per share. Adjusted earnings per share reached $1.50, comfortably exceeding consensus estimates of $1.27.
2. Upgraded 2026 Outlook
The company raised its full-year revenue growth projection to 14-15%, up from 11.5-12.5%, and increased its operating income and free cash flow targets to between $1.08 billion and $1.10 billion for fiscal 2026.
3. Market Reaction and AI Strategy
Shares jumped 18% in extended trading following the stronger-than-expected results and higher guidance. Twilio’s repositioning around AI-driven customer engagement and automation has been cited as a key driver of renewed demand for its cloud communications tools.
