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Twilio (TWLO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
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Twilio (TWLO - Free Report) reported $1.17 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 12%. EPS of $1.14 for the same period compares to $0.80 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of +3.17%. The company delivered an EPS surprise of +23.91%, with the consensus EPS estimate being $0.92.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Twilio performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Number of Active Customer: 335,000 versus 327,000 estimated by two analysts on average.
Dollar-Based Net Expansion Rate: 107% versus the two-analyst average estimate of 105%.
Revenue- Segment: $75.66 million compared to the $74.31 million average estimate based on five analysts.
Revenue- Communications: $1.10 billion versus $1.06 billion estimated by five analysts on average.
Shares of Twilio have returned -3.6% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Twilio (TWLO) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Twilio (TWLO - Free Report) reported $1.17 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 12%. EPS of $1.14 for the same period compares to $0.80 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.14 billion, representing a surprise of +3.17%. The company delivered an EPS surprise of +23.91%, with the consensus EPS estimate being $0.92.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Twilio performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of Active Customer: 335,000 versus 327,000 estimated by two analysts on average.
- Dollar-Based Net Expansion Rate: 107% versus the two-analyst average estimate of 105%.
- Revenue- Segment: $75.66 million compared to the $74.31 million average estimate based on five analysts.
- Revenue- Communications: $1.10 billion versus $1.06 billion estimated by five analysts on average.
View all Key Company Metrics for Twilio here>>>Shares of Twilio have returned -3.6% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.