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Twilio Inc. (TWLO) Q1 2026 Earnings Call Transcript
2026-05-01 · via All Articles on Seeking Alpha

Q1: 2026-04-30 Earnings Summary

EPS of $1.50 beats by $0.23

 | 

Revenue of

$1.41B

(20.00% Y/Y)

beats by $65.94M

Twilio Inc. (TWLO) Q1 2026 Earnings Call April 30, 2026 5:00 PM EDT

Company Participants

Rodney Nelson - Vice President of Investor Relations
Khozema Shipchandler - CEO & Director
Aidan Viggiano - Chief Financial Officer
Thomas Wyatt - Chief Revenue Officer

Conference Call Participants

Aleksandr Zukin - Wolfe Research, LLC
Taylor McGinnis - UBS Investment Bank, Research Division
George Iwanyc - Oppenheimer & Co. Inc., Research Division
Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division
Mark Murphy - JPMorgan Chase & Co, Research Division
Nicholas Altmann - BTIG, LLC, Research Division
James Wood - TD Cowen, Research Division
Arjun Bhatia - William Blair & Company L.L.C., Research Division
Koji Ikeda - BofA Securities, Research Division
William Power - Robert W. Baird & Co. Incorporated, Research Division
James Fish - Piper Sandler & Co., Research Division
Joshua Reilly - Needham & Company, LLC, Research Division
Jackson Ader - KeyBanc Capital Markets Inc., Research Division
James Reynolds - Morgan Stanley, Research Division
Nicholas Lee - Citizens JMP Securities, LLC, Research Division
Zeeshan Rauf - Wells Fargo Securities, LLC, Research Division
Rishi Jaluria - RBC Capital Markets, Research Division
Andrew King - Rosenblatt Securities Inc., Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Twilio, Inc.'s First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Rodney Nelson, VP, Investor Relations. Please go ahead.

Rodney Nelson
Vice President of Investor Relations

Good afternoon, everyone, and thank you for joining us for Twilio's First Quarter 2026 Earnings Conference Call. Joining me today are Khozema Shipchandler, Chief Executive Officer; Aidan Viggiano, Chief Financial Officer; and Thomas Wyatt, Chief Revenue Officer.

As a reminder, we will disclose non-GAAP financial measures on this call. Definitions and reconciliations between our GAAP and non-GAAP results can be found in our earnings presentation

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