Twilio (TWLO Quick QuoteTWLO - Free Report) reported $1.23 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 13.5%. EPS of $1.19 for the same period compares to $0.87 a year ago.

The reported revenue represents a surprise of +3.66% over the Zacks Consensus Estimate of $1.19 billion. With the consensus EPS estimate being $1.02, the EPS surprise was +16.67%.

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: 349,000 compared to the 337,550 average estimate based on two analysts.
• Dollar-Based Net Expansion Rate: 108% versus 104.8% estimated by two analysts on average.
• Revenue- Segment: $75.47 million compared to the $75.56 million average estimate based on five analysts. The reported number represents a change of +0.4% year over year.
• Revenue- Communications: $1.15 billion compared to the $1.11 billion average estimate based on five analysts. The reported number represents a change of +14.5% year over year.

View all Key Company Metrics for Twilio here>>>

Shares of Twilio have returned +7.2% over the past month versus the Zacks S&P 500 composite's +1.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.