AI brief of an SEC Form 8-K · Twilio (TWLO)

Twilio Q1 revenue rises 20% to $1.41 billion and raises 2026 profit and cash flow outlook

Positive Impact 4 of 5 guidance Written later

Twilio reported first quarter 2026 revenue of $1.41 billion, up 20% year-over-year, and GAAP diluted earnings per share of $0.57 versus $0.12 a year earlier. The company raised its full-year 2026 non-GAAP income from operations range and free cash flow range to $1.08 billion to $1.10 billion each, from $1.04 billion to $1.06 billion, which lifts the outlook for shareholders. Operating cash flow and free cash flow for the quarter were lower than a year earlier.

Key points

  • Q1 revenue of $1.41 billion, up 20% reported and 16% organic; non-GAAP diluted EPS of $1.50 versus $1.14
  • FY2026 non-GAAP income from operations raised to $1.08 billion to $1.10 billion, from $1.04 billion to $1.06 billion
  • Q1 free cash flow of $132.3 million versus $178.3 million a year earlier; $253.4 million of shares repurchased in Q1
  • Q2 2026 revenue guidance of $1.420 billion to $1.430 billion and non-GAAP diluted EPS guidance of $1.27 to $1.32

The filing

CompanyTwilio (TWLO)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:08 PM ET
Accession number0001447669-26-000046

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:10 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 30, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.