Twilio Inc.

TWLOSoftware - InfrastructureClosed

205.90-15.2%Up to 1000x leverageTrade TWLO

What it reported

Reported 2 days ago, on 2026-10-29.

EPS against forecast+12.2%
Revenue against forecast+2.9%

Forecast against the result

ForecastReportedSurprise
Revenue1.5B1.6B+19.9% year on year+2.9%
Net income237.4M161.2M+332.7% year on year-32.1%
Earnings per share1.471.65+32.0% year on year+12.2%

Year on year compares the same quarter a year earlier (2025-10-30), not the quarter before.

TWLO trades at up to 1000x here. At 1000x, a 0.10% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

TWLO is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-12-30.

EPS forecast17 analysts
1.49
1.381.60
Revenue forecast17 analysts
1.6B
1.6B1.6B
Net income
241.4M
223.5M259.3M
EBITDA
293.2M
273.7M312.7M

Against the same quarter last year (2026-02-12): EPS +12.2%revenue +16.0%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Track record

Next report expected 2027-02-11. Reports quarterly.

Beat estimates 8 of the last 8 quarters. The typical gap is +0.17 per share.

How much it actually moves

±16.9%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 2.1%.

2026-08-06+24.84%

Beat or miss, then up or down

RoseFell
Beat62
Missed00

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest211.00
Median261.00
Highest330.00
FirmTargetSet onSource
Needham240.002026-10-30StreetInsider
UBS255.002026-10-30StreetInsider
Oppenheimer325.002026-10-21TheFly
BTIG315.002026-10-16StreetInsider
Stifel Nicolaus325.002026-10-14StreetInsider
HSBC211.002026-09-24TheFly
Mizuho Securities270.002026-08-12StreetInsider
Morgan Stanley261.002026-08-07TheFly
Goldman Sachs330.002026-08-07TheFly
Rosenblatt Securities275.002026-08-07StreetInsider
Wells Fargo275.002026-08-07TheFly
Jefferies240.002026-08-07TheFly
KeyBanc250.002026-08-07TheFly
KGI Securities250.002026-07-02TheFly
Tigress Financial255.002026-06-11StreetInsider

From 15 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-10-291.471.65+12.2%+2.9%
2026-08-061.321.47+11.4%+4.8%
2026-04-301.271.5+18.1%+4.7%
2026-02-121.231.33+8.1%+3.4%
2025-10-301.071.25+16.8%+3.8%
2025-08-071.051.19+13.3%+3.4%
2025-05-010.9581.14+19.0%+2.9%
2025-02-130.991+1.0%+1.0%
2024-10-300.8581.02+18.9%+3.6%
2024-08-010.7320.87+18.9%+1.9%
2024-05-070.5920.8+35.1%+1.3%
2024-02-140.570.86+50.9%+3.2%

Also reporting this fortnight in Software - Infrastructure

7 more in Software - Infrastructure

EPS history for TWLO runs from 2014-03-31 to 2026-10-29, 42 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.