Twilio Inc (TWLO) — the earnings record

As of the 2026-08-06 card — updated after each print. An investment research diary, not advice.

The record at a glance

11/11EPS beats

11/11revenue beats

5 · 1 · 5up · flat · down (+3d, ±3%)

2026-10-29next print

Reactions across the covered prints span -22.2% to +32.1% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 29 October after the close: EPS $1.65 vs the $1.47 the street carried in, revenue $1.56B vs ~$1.52B — an eleventh double beat, full-year growth outlook raised to 20%. Window from Thursday’s close of 241.90: paid ≥ 249.16, sold < 234.64, scored Tuesday 3 November: sold, −11.6%. into the next print.

Print by print

Print	Date	EPS	Revenue
Oct 26	2026-10-29	✓ beat	✓ beat
Apr 26	2026-04-30	✓ beat	✓ beat
Feb 26	2026-02-12	✓ beat	✓ beat
Oct 25	2025-10-30	✓ beat	✓ beat
Aug 25	2025-08-07	✓ beat	✓ beat
May 25	2025-05-01	✓ beat	✓ beat
Feb 25	2025-02-13	✓ beat	✓ beat
Oct 24	2024-10-30	✓ beat	✓ beat
Aug 24	2024-08-01	✓ beat	✓ beat
May 24	2024-05-07	✓ beat	✓ beat
Feb 24	2024-02-14	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full TWLO print-record card — free registration.

FAQ · from the current data · as of 2026-08-06

Quick answers

How often does Twilio Inc beat earnings estimates?

Across the last 11 covered prints (as of the 2026-08-06 card), Twilio Inc beat EPS estimates 11 of 11 times and revenue estimates 11 of 11 times, with 11 double beats.

How does TWLO stock react to earnings?

Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 1 flat, 5 down (as of the 2026-08-06 card) — reactions spanning -22.2% to +32.1%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was TWLO's biggest earnings reaction?

+32.1% over the three sessions after the Apr 26 print (2026-04-30).

When does Twilio Inc report earnings next?

2026-10-29 (Reported 29 October after the close: EPS $1.65 vs the $1.47 the street carried in, revenue $1.56B vs ~$1.52B — an eleventh double beat, full-year growth outlook raised to 20%. Window from Thursday’s close of 241.90: paid ≥ 249.16, sold < 234.64, scored Tuesday 3 November: sold, −11.6%.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where TWLO appears in the diary — 7 pieces, newest first. Every link is our own writing.

Go deeper

The Agentic Winners 25A Leading Indicator for the Agentic Software RotationDossier · $49 one-time, or included in C+

Long reads

The Agentic Winners 25Dossier · $49 · 31 Mar 2026Twilio provides the communication APIs through which agents interact with customers via voice, SMS, and messaging.

Dailies

AI Trade — Chips Bounce 3% Before AMD; Apple, Palantir and Shopify Slip After Their ReportsMidday 10 · 3 Nov 2026Today's close grades Amazon, Twilio and Intel; AMD reports after the bell, and the midterm results come overnight.
Sell-Off — Nasdaq −3%, Chips −8%, Bitcoin −4%, Gold −3%; Only Bonds, Oil and Defensives HoldMidday 10 · 30 Oct 2026The windows — Amazon recovers, Twilio −17%, Microsoft near its sold line
Payrolls went negative, the bond veto died on appeal, and software went verticalMidday 10 · 7 Aug 2026Twilio +30.9% — through its 52-week high
The AI-opex trade got paid overnight — and the bond veto quietly broke at the closeMorning 10 · 7 Aug 2026Cloudflare and Twilio reported after the bell and trade up 16.2% and 17.0% pre-market — strong revenue growth, bought hard, twenty-four hours after Datadog lost 19.0% on a beat-and-raise in the same business neighbourhood.
The Opex Handover — Why the AI Trade Is Rotating, Not Rolling OverDaily Pulse · 30 Jun 2026Axis 1 — Consumption infrastructure The metered layer that scales with agent activity rather than human headcount: Cloudflare (NET) — edge requests and Workers; Datadog (DDOG) — observability, usage-billed; Twilio (TWLO)…
Introducing the Agentic Winners 25Daily Pulse · 31 Mar 202625 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…

Related in the Closelooknet universe

same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.