What To Expect From Twilio's (TWLO) Q2 Earnings

Cloud communications infrastructure company Twilio (NYSE:TWLO) will be reporting earnings this Thursday after market hours. Here’s what you need to know.

Twilio beat analysts’ revenue expectations by 2.6% last quarter, reporting revenues of $1.17 billion, up 12% year on year. It was a strong quarter for the company, with accelerating customer growth and a solid beat of analysts’ EBITDA estimates. It added 10,000 customers to reach a total of 335,000.

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

This quarter, analysts are expecting Twilio’s revenue to grow 9.7% year on year to $1.19 billion, improving from the 4.3% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.05 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Twilio has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 2.4% on average.

Looking at Twilio’s peers in the software development segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Bandwidth delivered year-on-year revenue growth of 3.7%, beating analysts’ expectations by 0.6%, and Cloudflare reported revenues up 27.8%, topping estimates by 2.3%. Bandwidth traded down 14.8% following the results while Cloudflare was also down 3.5%.

Read our full analysis of Bandwidth’s results here and Cloudflare’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the software development stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.4% on average over the last month. Twilio is up 4.3% during the same time and is heading into earnings with an average analyst price target of $133.19 (compared to the current share price of $126.69).

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