T TWLO

Twilio Inc Class A

$231.87

+1.99% (+$4.52)

Volume 1.35M

52W High $258.35

52W Low $98.44

Market Cap $28.72B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$0.72

Whisper EPS

$0.82

14.0% above consensus

Last Quarter

$0.72

Current Streak

6 Beats

Avg Surprise (4Q)

+28.14%

Next Earnings Report

Reports in 43 days

Report Date Oct 29, 2026

Whisper Spread +13.96%

Consensus Estimate

$0.72

Official analyst average

Whisper Number

$0.82

What traders expect

Bullish Sentiment: The whisper number is 14.0% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q2 2026 Aug 6, 2026

1-Day: +24.89%

5-Day: +32.48%

Q1 2026 Apr 30, 2026

1-Day: +23.83%

5-Day: +32.10%

Q4 2025 Feb 12, 2026

1-Day: +2.35%

5-Day: -1.74%

Q3 2025 Oct 30, 2025

1-Day: +19.51%

5-Day: +15.16%

Revenue & Financial Performance

Revenue Whisper

$1.47B

TWN Proprietary Estimate

Last Quarter Revenue

$1.50B

+22.0% YoY

Gross Margin

48.4%

Net Margin: 71.2%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q2'26	$1.50B	+22.0%	48.4%	5.6%	$1.07B
Q1'26	$1.41B	+20.0%	48.6%	7.7%	$90.1M
Q4'25	$1.37B	+14.3%	48.5%	5.4%	-$45.9M
Q3'25	$1.30B	+14.7%	48.6%	3.2%	$37.2M
Q2'25	$1.23B	+13.5%	49.1%	3.0%	$22.4M
Q1'25	$1.17B	+12.0%	49.6%	2.0%	$20.0M
Q4'24	$1.19B	+11.1%	50.2%	1.1%	-$12.5M
Q3'24	$1.13B	+9.7%	51.0%	-0.4%	-$9.7M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q2 2026	Aug 6, 2026	$0.59	$1.49	$0.72	+22.03%	Missed
Q1 2026	Apr 30, 2026	$1.27	$1.44	$1.50	+18.11%	Beat
Q4 2025	Feb 12, 2026	$1.23	$1.19	$1.33	+8.13%	Beat
Q3 2025	Oct 30, 2025	$0.14	$0.15	$0.23	+64.29%	Beat
Q2 2025	Aug 7, 2025	$0.33	$1.14	$0.42	+27.27%	Missed
Q1 2025	May 1, 2025	$0.96	$1.05	$1.14	+18.75%	Beat
Q4 2024	Feb 13, 2025	$1.03	$1.18	$1.00	-2.91%	Missed
Q3 2024	Oct 30, 2024	$0.86	$0.99	$1.02	+18.60%	Beat
Q2 2024	Aug 1, 2024	$0.70	$0.81	$0.87	+24.29%	Beat
Q1 2024	May 7, 2024	$0.59	$0.68	$0.80	+35.59%	Beat
Q4 2023	Feb 14, 2024	$0.58	$0.67	$0.86	+48.28%	Beat
Q3 2023	Nov 8, 2023	$0.36	$0.41	$0.58	+61.11%	Beat