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Twilio Inc (DE:TWH)
FRANKFURT:TWH
Earnings Data
Report Date
Feb 18, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.98Last Year’s EPS
0.86Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Twilio's earnings call highlights a strong quarter with record revenue, significant growth in messaging and voice, and successful strategic initiatives, including a partnership with Microsoft. However, the company faced challenges with gross margin decline and flat segment revenue. Overall, the positive aspects of growth and strategic progress outweigh the lowlights.Company Guidance
Strong Revenue Growth
Twilio reported record revenue of $1.228 billion for Q2 2025, up 13% year-over-year on both reported and organic bases.
Record Non-GAAP Income and Free Cash Flow
The company achieved record non-GAAP income from operations of $221 million and free cash flow of $263 million.
Accelerating Messaging and Voice Growth
Twilio delivered its fourth consecutive quarter of accelerating messaging growth and double-digit voice growth, with messaging revenue mix up by 260 basis points year-over-year.
Increase in Large Deals
The number of large deals closed over $500,000 increased 57% year-over-year.
Successful SIGNAL Conference
Nearly 1,000 attendees gathered for the SIGNAL conference, showcasing new products and innovations, including ConversationRelay and conversational intelligence.
Partnership with Microsoft
Announced a multiyear strategic partnership with Microsoft, aimed at building the future of conversational AI.
Positive Customer Feedback
Twilio received high praise for its ability to bring more ROI to businesses, with customers increasingly adopting its infrastructure for customer interactions.
DE:TWH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:TWH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Aug 07, 2025 | €110.54 | €86.63 | -21.63% |
Feb 13, 2025 | €138.80 | €117.72 | -15.19% |
Oct 30, 2024 | €65.29 | €75.60 | +15.79% |
Aug 01, 2024 | €54.25 | €54.98 | +1.35% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Twilio Inc (DE:TWH) report earnings?
Twilio Inc (DE:TWH) is schdueled to report earning on Feb 18, 2026, After Close (Confirmed).
What is Twilio Inc (DE:TWH) earnings time?
Twilio Inc (DE:TWH) earnings time is at Feb 18, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Twilio Inc stock?
The P/E ratio of Twilio is N/A.
What is DE:TWH EPS forecast?
DE:TWH EPS forecast for the fiscal quarter 2025 (Q4) is 0.98.
