TWLOTwilio

Technology · Software · NYSE

We envision a world in which every digital interaction is amazing. 10-K, Item 1

Employees: 5,587
Headquarters: San Francisco, CA
CEO: Khozema Shipchandler
Next results: around Feb 11, 2027

The numbers TWLO said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 11 range targets with a reported result: 11 came in above the last range given, 0 within it, 0 below it.

Target	What the company said	Reported	Result
Free cash flow (company-defined) Fiscal 2026	Given $1.04B to $1.06B release 2026-02-12 Raised $1.08B to $1.10B release 2026-04-30 Raised $1.14B to $1.16B release 2026-08-06 Raised $1.19B to $1.20B release 2026-10-29	–	No standard number
The company's words Lastly, Twilio is initiating a 2026 non- GAAP income from operations range of $1.04 billion to $1.06 billion, as well as a free cash flow range of $1.04 billion to $1.06 billion. 2 release 2026-02-12 Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously, and raising its 2026 free cash flow range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously. release 2026-04-30 Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.135 billion to $1.155 billion compared to $1.08 billion to $1.10 billion previously, and raising its 2026 free cash flow range to $1.135 billion to $1.155 billion compared to $1.08 billion to $1.10 billion previously. release 2026-08-06 Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.19 billion to $1.20 billion compared to $1.135 billion to $1.155 billion previously, and raising its 2026 free cash flow range to $1.19 billion to $1.20 billion compared to $1.135 billion to $1.155 billion previously. release 2026-10-29
Diluted EPS (company-defined) Q4 of fiscal 2026	Given $1.48 to $1.53 release 2026-10-29	–	No standard number
The company's words Dollars and shares in millions, except per share Q4 2026 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.48 - $1.53 release 2026-10-29
Revenue Q4 of fiscal 2026	Given $1.59B to $1.60B release 2026-10-29	–	Not reported yet
The company's words Dollars and shares in millions, except per share Q4 2026 amounts Guidance … Revenue $1,595 - $1,605 release 2026-10-29
Diluted EPS (company-defined) Q3 of fiscal 2026	Given $1.42 to $1.47 release 2026-08-06	–	No standard number
The company's words Dollars and shares in millions, except per share Q3 2026 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.42 - $1.47 release 2026-08-06
Revenue Q3 of fiscal 2026	Given $1.50B to $1.51B release 2026-08-06	$1.56B 10-Q filed 2026-10-30	Above the range
The company's words Dollars and shares in millions, except per share Q3 2026 amounts Guidance … Revenue $1,505 - $1,515 release 2026-08-06
Diluted EPS (company-defined) Q2 of fiscal 2026	Given $1.27 to $1.32 release 2026-04-30	–	No standard number
The company's words Dollars and shares in millions, except per share Q2 2026 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.27 - $1.32 release 2026-04-30
Revenue Q2 of fiscal 2026	Given $1.42B to $1.43B release 2026-04-30	$1.50B 10-Q filed 2026-08-07	Above the range
The company's words Dollars and shares in millions, except per share Q2 2026 amounts Guidance … Revenue $1,420 - $1,430 release 2026-04-30
Diluted EPS (company-defined) Q1 of fiscal 2026	Given $1.21 to $1.26 release 2026-02-12	–	No standard number
The company's words Dollars and shares in millions, except per share Q1 2026 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.21 - $1.26 release 2026-02-12
Revenue Q1 of fiscal 2026	Given $1.33B to $1.34B release 2026-02-12	$1.41B 10-Q filed 2026-05-01	Above the range
The company's words Dollars and shares in millions, except per share Q1 2026 amounts Guidance … Revenue $1,335 - $1,345 release 2026-02-12
Free cash flow (company-defined) Fiscal 2025 (ended 2025-12-31)	Given $825.00M to $850.00M release 2025-02-13 Raised $850.00M to $875.00M release 2025-05-01 Raised $875.00M to $900.00M release 2025-08-07 Raised $920.00M to $930.00M release 2025-10-30	–	No standard number
The company's words For fiscal year 2025, Twilio is reiterating the financial targets announced at its investor day on January 23, 2025, including organic revenue growth of 7% - 8% year-over-year, non-GAAP income from operations of $825 - $850 million, and free cash flow of $825 - $850 million. release 2025-02-13 In addition, Twilio is raising both its 2025 non-GAAP income from operations target and its free cash flow target to $850 - $875 million, compared with $825 - $850 million previously. release 2025-05-01 In addition, Twilio is reiterating its 2025 non-GAAP income from operations target of $850 - $875 million, and raising its 2025 free cash flow target to $875 - $900 million, compared to $850 - $875 million previously. release 2025-08-07 Dollars in millions FY25 Guidance … Free cash flow $920 - $930 release 2025-10-30
Diluted EPS (company-defined) Q4 of fiscal 2025	Given $1.17 to $1.22 release 2025-10-30	–	No standard number
The company's words Dollars and shares in millions, except per share Q4 2025 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.17 - $1.22 release 2025-10-30
Revenue Q4 of fiscal 2025	Given $1.31B to $1.32B release 2025-10-30	$1.37B 10-K filed 2026-02-24	Above the range
The company's words Dollars and shares in millions, except per share Q4 2025 amounts Guidance … Revenue $1,310 - $1,320 release 2025-10-30
Diluted EPS (company-defined) Q3 of fiscal 2025	Given $1.01 to $1.06 release 2025-08-07	–	No standard number
The company's words Dollars and shares in millions, except per share Q3 2025 amounts Guidance … Non-GAAP diluted earnings per share(1) $1.01 - $1.06 release 2025-08-07
Revenue Q3 of fiscal 2025	Given $1.25B to $1.25B release 2025-08-07	$1.30B 10-Q filed 2025-10-31	Above the range
The company's words Dollars and shares in millions, except per share Q3 2025 amounts Guidance … Revenue $1,245 - $1,255 release 2025-08-07
Diluted EPS (company-defined) Q2 of fiscal 2025	Given $0.99 to $1.04 release 2025-05-01	–	No standard number
The company's words Dollars and shares in millions, except per share Q2 2025 amounts Guidance … Non-GAAP diluted earnings per share(1) $0.99 - $1.04 release 2025-05-01
Revenue Q2 of fiscal 2025	Given $1.18B to $1.19B release 2025-05-01	$1.23B 10-Q filed 2025-08-08	Above the range
The company's words Dollars and shares in millions, except per share Q2 2025 amounts Guidance … Revenue $1,180 - $1,190 release 2025-05-01
Diluted EPS (company-defined) Q1 of fiscal 2025	Given $0.88 to $0.93 release 2025-02-13	–	No standard number
The company's words Dollars and shares in millions, except per share Q1 FY25 amounts Guidance … Non-GAAP diluted earnings per share(1) $0.88 - $0.93 release 2025-02-13
Revenue Q1 of fiscal 2025	Given $1.13B to $1.14B release 2025-02-13	$1.17B 10-Q filed 2025-05-02	Above the range
The company's words Dollars and shares in millions, except per share Q1 FY25 amounts Guidance … Revenue $1,130 - $1,140 release 2025-02-13
Free cash flow (company-defined) Fiscal 2024 (ended 2024-12-31)	Given $650.00M to $675.00M release 2024-10-30	–	No standard number
The company's words Twilio also expects its full year 2024 free cash flow to be in the range of $650 - $675 million. release 2024-10-30
Free cash flow (company-defined) Q4 of fiscal 2024	Given $650.00M to $675.00M release 2024-10-30	–	No standard number
The company's words Dollars in millions, except per share amounts Q4 2024 Guidance … Free cash flow $650 - $675 release 2024-10-30
Diluted EPS (company-defined) Q4 of fiscal 2024	Given $0.95 to $1.00 release 2024-10-30	–	No standard number
The company's words Dollars in millions, except per share amounts Q4 2024 Guidance … Non-GAAP diluted earnings per share(1) $0.95 - $1.00 release 2024-10-30
Revenue Q4 of fiscal 2024	Given $1.15B to $1.16B release 2024-10-30	$1.19B 10-K filed 2025-02-26	Above the range
The company's words Dollars in millions, except per share amounts Q4 2024 Guidance … Revenue $1,150 - $1,160 release 2024-10-30
Diluted EPS (company-defined) Q3 of fiscal 2024	Given $0.81 to $0.86 release 2024-08-01	–	No standard number
The company's words Dollars in millions, except per share amounts Q3 2024 Guidance … Non-GAAP diluted earnings per share(2) $0.81 - $0.86 release 2024-08-01
Revenue Q3 of fiscal 2024	Given $1.08B to $1.09B release 2024-08-01	$1.13B 10-Q filed 2024-10-31	Above the range
The company's words Dollars in millions, except per share amounts Q3 2024 Guidance … Revenue $1,085 - $1,095 release 2024-08-01
Diluted EPS (company-defined) Q2 of fiscal 2024	Given $0.64 to $0.68 release 2024-05-07	–	No standard number
The company's words Dollars in millions, except per share amounts Q2 2024 Guidance … Non-GAAP diluted earnings per share(1) $0.64 - $0.68 release 2024-05-07
Revenue Q2 of fiscal 2024	Given $1.05B to $1.06B release 2024-05-07	$1.08B 10-Q filed 2024-08-01	Above the range
The company's words Dollars in millions, except per share amounts Q2 2024 Guidance … Revenue $1,050 - $1,060 release 2024-05-07
Diluted EPS (company-defined) Q1 of fiscal 2024	Given $0.56 to $0.60 release 2024-02-14	–	No standard number
The company's words Q1 FY24 Guidance … Non-GAAP diluted earnings per share(1) $0.56 - $0.60 release 2024-02-14
Revenue Q1 of fiscal 2024	Given $1.02B to $1.03B release 2024-02-14	$1.05B 10-Q filed 2024-05-08	Above the range
The company's words Q1 FY24 Guidance … Revenue (millions) $1,025 - $1,035 release 2024-02-14

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (14 releases since 2023-11-08), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

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