Twilio provides cloud communications APIs and platforms that let developers embed messaging, voice, video, and email into applications and customer workflows. Its programmable infrastructure (including offerings such as SMS, voice, and the SendGrid email platform) is used by software companies and enterprises building contact centers, notifications, and authentication flows. The business is largely usage-based and developer-centric, selling building blocks rather than a single end-user app.
| Quarter | Revenue | YoY % | Earnings | YoY % |
|---|---|---|---|---|
| Q1 2025 | 1,172.5 | — | 20 | — |
| Q2 2025 | 1,228.4 | — | 22.4 | — |
| Q3 2025 | 1,300.4 | — | 37.3 | — |
| Q4 2025 | 1,365.9 | — | -45.9 | — |
| Q1 2026 | 1,406.9 | 20% | 90.1 | 350.3% |
| Q2 2026 | 1,499.1 | 22% | 1,067.2 | 4,659.4% |
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