Twilio (TWLO) Q2 Earnings and Revenues Surpass Estimates

Company Performance - Twilio reported quarterly earnings of $1.19 per share, exceeding the Zacks Consensus Estimate of $1.02 per share, and up from $0.87 per share a year ago, representing an earnings surprise of +16.67% [1] - The company posted revenues of $1.23 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 3.66%, and an increase from $1.08 billion year-over-year [2] - Over the last four quarters, Twilio has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance - Twilio shares have increased approximately 20.5% since the beginning of the year, compared to the S&P 500's gain of 7.9% [3] - The current consensus EPS estimate for the upcoming quarter is $1.12 on revenues of $1.2 billion, and for the current fiscal year, it is $4.49 on revenues of $4.82 billion [7] Industry Outlook - The Internet - Software industry, to which Twilio belongs, is currently ranked in the top 28% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry performance can significantly impact individual stock performance [5][8]