Overview
- Twilio shares jumped about 18% in after-hours trading following Thursday's earnings beat.
- The company reported Q1 revenue of $1.41 billion, up 20% year over year, and adjusted EPS of $1.50.
- Net income rose to $90 million from $20 million a year earlier, underscoring stronger profitability.
- Twilio raised its 2026 revenue growth forecast to 14% to 15% and lifted operating income and free cash flow targets to $1.08 billion to $1.10 billion.
- The company guided Q2 revenue to $1.42 billion to $1.43 billion, and analysts raised price targets to $200 as the stock hit fresh multi-year highs on Friday.