Twilio Earnings: What To Look For From TWLO

Twilio Earnings: What To Look For From TWLO

Anthony Lee

Wed, February 11, 2026 at 12:10 PM GMT+9 2 min read

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Customer engagement platform Twilio (NYSE:TWLO) will be reporting earnings this Thursday after market close. Here’s what you need to know.

Twilio beat analysts’ revenue expectations by 3.8% last quarter, reporting revenues of $1.3 billion, up 14.7% year on year. It was an exceptional quarter for the company, with accelerating customer growth and an impressive beat of analysts’ EBITDA estimates. It added 43,000 customers to reach a total of 392,000.

Is Twilio a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Twilio’s revenue to grow 10.4% year on year to $1.32 billion, in line with the 11% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.23 per share.

Twilio Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Twilio has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.7% on average.

Looking at Twilio’s peers in the software development segment, some have already reported their Q4 results, giving us a hint as to what we can expect. F5 delivered year-on-year revenue growth of 7.3%, beating analysts’ expectations by 8.8%, and Datadog reported revenues up 29.2%, topping estimates by 3.8%. F5 traded up 8.1% following the results.

Read our full analysis of F5’s results here and Datadog’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, software development stocks have struggled in this environment as share prices are down 16.8% on average over the last month. Twilio is down 10.6% during the same time and is heading into earnings with an average analyst price target of $145.03 (compared to the current share price of $118.87).

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