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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Zukin | Wolfe Research | 8 questions · 0% challenging |
| Arjun Bhatia | William Blair | 7 questions · 0% challenging |
| Jim Fish | Piper Sandler | 6 questions · 17% challenging |
| Patrick Walravens | Citizens JMP Securities | 6 questions · 0% challenging |
| Mark Murphy | JPMorgan | 5 questions · 20% challenging |
| Meta Marshall | Morgan Stanley | 4 questions · 0% challenging |
| Joshua Reilly | Needham | 4 questions · 0% challenging |
| Michael Turrin | Wells Fargo | 4 questions · 0% challenging |
| Samad Samana | Jefferies | 3 questions · 0% challenging |
| Will Power | Robert W. Baird | 3 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wolfe Research | 1 analyst | 8 questions · 0% challenging |
| William Blair | 1 analyst | 7 questions · 0% challenging |
| JPMorgan | 2 analysts | 6 questions · 17% challenging |
| Citizens JMP Securities | 1 analyst | 6 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 6 questions · 0% challenging |
| Piper Sandler | 1 analyst | 6 questions · 17% challenging |
| Needham | 2 analysts | 5 questions · 0% challenging |
| Wells Fargo | 2 analysts | 5 questions · 0% challenging |
Twilio's GAAP EPS rose to $0.57 from $0.12 a year earlier, and CFO Aidan Viggiano said on the Q1 call that nothing unusual lifted the 8% GAAP operating margin, crediting non-GAAP profit growth, lower stock-based compensation and declining intangible amortization. Revenue topped $1.4 billion, up 20% reported and 16% organic excluding incremental U.S. carrier fees, the fastest organic growth since 2022, with Voice up 20% for a sixth straight quarter of acceleration. Non-GAAP income from operations rose 31% to a record $279 million, while $46 million of carrier pass-through fees cut non-GAAP gross margin by 180 basis points to 49.6%. Management raised full-year organic growth guidance to 9.5% to 10.5% from 8% to 9% and lifted non-GAAP income from operations and free cash flow guidance to $1.08 billion to $1.1 billion. The Q2 guide of 10% to 11% organic growth points to a slower second quarter, which Viggiano tied to prudent planning for a usage-based business.
Revenue Growth | Demand | Cloud & AI | Margin | Competitive Dynamics | Guidance Reliability | Product Launch | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 6 | 3 | 3 | 2 | 3 | 2 | 2 |
| 2025Q1 | 4 | 7 | 2 | 2 | 2 | 3 | 2 | 1 |
| 2025Q2 | 5 | 4 | 7 | 5 | 6 | 3 | 2 | 4 |
| 2025Q3 | 4 | 6 | 5 | 3 | 1 | 2 | 2 | 2 |
| 2025Q4 | 8 | 6 | 6 | 5 | 4 | 1 | 2 | |
| 2026Q1 | 9 | 10 | 10 | 3 | 4 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 10 | 4 | 5 | 4 | 8 | 9 |
| Demand | 6 | 7 | 4 | 6 | 6 | 10 |
| Cloud & AI | 3 | 2 | 7 | 5 | 6 | 10 |
| Margin | 3 | 2 | 5 | 3 | 5 | 3 |
| Competitive Dynamics | 2 | 2 | 6 | 1 | 4 | 4 |
| Guidance Reliability | 3 | 3 | 3 | 2 | 1 | 1 |
| Product Launch | 2 | 2 | 2 | 2 | 2 | 2 |
| Innovation & R&D | 2 | 1 | 4 | 2 | 1 |
What TWLO and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“obviously, one of your competitors on the agent force side of things and just trying to understand how you guys kind of thought about that opportunity”
Piper Sandler analyst Jim Fish raised Salesforce's Agentforce as a Twilio competitor, and Twilio CEO Khozema Shipchandler said systems of record are not a worry and Twilio integrates with them.
“In addition to previously announced U.S. carrier fee increases, Verizon has implemented an additional fee increase that will take effect on May 1.”
Twilio CFO Aidan Viggiano said Verizon is adding another A2P messaging fee increase effective May 1, which points to Verizon raising prices on business messaging traffic.
“Messaging revenue growth also accelerated in the quarter, aided by strong growth in WhatsApp and RCS.”
Twilio CEO Khozema Shipchandler said strong WhatsApp growth helped accelerate Twilio's messaging revenue, a sign of rising business messaging volume on Meta's WhatsApp.
“with Telavox to enable RCS for organizations in regulated industries”
Twilio CEO Khozema Shipchandler said Telavox signed an RCS deal with Twilio to serve organizations in regulated industries, a sign Telavox is adding RCS to its offering.
“inking notable RCS deals with KPN Netherlands to power RCS across all major mobile operators in the Netherlands”
Twilio CEO Khozema Shipchandler said a new RCS deal with KPN will power RCS across all major Dutch mobile operators, a sign of RCS business messaging gaining traction in the Netherlands.
“The PGA of America will be expanding their usage of the Twilio platform to power personalized engagement for 30,000 PGA of America golf professionals and millions of golfers.”
Twilio CEO Khozema Shipchandler said the PGA of America signed a multiyear deal to expand Twilio use for personalized engagement with its 30,000 golf professionals, a sign of the PGA investing in digital engagement with golfers.
“Bland.ai committed to a multiyear partnership to use Messaging, Voice and software add-ons such as recordings and Branded Calling to power their AI agent platform.”
Twilio CEO Khozema Shipchandler said Bland.ai committed to a multiyear Twilio partnership across Messaging, Voice and add-ons, a sign Bland.ai expects its AI agent platform to keep growing.
“Sierra, a leading customer experience AI company, signed a significant cross-sell deal to fuel their global expansion”
Twilio CEO Khozema Shipchandler said Sierra signed a significant cross-sell deal with Twilio to fuel its global expansion, a sign Sierra is scaling its customer experience AI abroad.
“Scorpion, a leading digital marketing and technology partner for local businesses, developed an AI agent by integrating Voice, Messaging and ConversationRelay. In just 3 months, the agent boosted its booking rates by 39%”
Twilio CEO Khozema Shipchandler said Scorpion's AI agent built on Twilio lifted booking rates 39% in 3 months, a sign Scorpion's AI tools are paying off for its local-business clients.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.19B | +11.0% | $-0.08 | +96.0% | 1.1% | -1.0% | $93M |
| FY2025 Q1 | $1.17B | +12.0% | $0.12 | +138.7% | 2.0% | 1.7% | $178M |
| FY2025 Q2 | $1.23B | +13.5% | $0.14 | +173.7% | 3.0% | 1.8% | $263M |
| FY2025 Q3 | $1.30B | +14.7% | $0.23 | +476.4% | 3.1% | 2.9% | $248M |
| FY2025 Q4 | $1.37B | +14.3% | $-0.30 | -275.0% | 4.2% | -3.4% | $344M |
| FY2026 Q1Selected | $1.41B | +20.0% | $0.57 | +375.0% | 7.7% | 6.4% | $132M |
| FY2026 Q2 | $1.50B | +22.0% | $6.68 | +4671.4% | 5.6% | 71.2% | $386M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
Twilio's GAAP EPS rose to $0.57 from $0.12 a year earlier, and CFO Aidan Viggiano said on the Q1 call that nothing unusual lifted the 8% GAAP operating margin, crediting non-GAAP profit growth, lower stock-based compensation and declining intangible…
Newest quarter is part of Pro ·
Sources. Tellvest earnings-call sentiment score for Twilio Inc. (TWLO), FY2026 Q1: 10/10. Scores: Twilio Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TWLO daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +20.0% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
TWLO Twilio Inc. | 10 | +20.0% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| IOT Samsara Inc. | 10 | +28.3% | |
| MDB MongoDB, Inc. | 9 | +26.8% | |
| MSFT Microsoft Corporation | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PATH UiPath Inc. | 9 | +13.6% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| VRSN Verisign | 7 | +6.6% | |
| XYZ Block, Inc. | 8 | +4.9% | |
| ZS Zscaler | 9 | +25.9% |