Twilio (TWLO) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Twilio reported $1.23 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 13.5% and exceeding the Zacks Consensus Estimate by 3.66% [1] - The company's EPS for the same period was $1.19, up from $0.87 a year ago, representing a surprise of 16.67% over the consensus estimate of $1.02 [1] Financial Performance Metrics - The number of active customers reached 349,000, surpassing the average estimate of 337,550 based on two analysts [4] - The Dollar-Based Net Expansion Rate was reported at 108%, exceeding the estimated 104.8% [4] - Revenue from the Communications segment was $1.15 billion, compared to the average estimate of $1.11 billion, reflecting a year-over-year change of 14.5% [4] - Revenue from the overall segment was $75.47 million, slightly below the average estimate of $75.56 million, with a year-over-year change of 0.4% [4] Stock Performance - Twilio shares have returned +7.2% over the past month, outperforming the Zacks S&P 500 composite's +1.2% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]