Twilio (TWLO) to Release Earnings on Thursday

Key Points

• Twilio (TWLO) is set to release its Q3 2025 earnings on Thursday, October 30th, with analysts expecting earnings of $1.05 per share and revenue of $1.2523 billion.
• The company reported a 13.5% year-over-year revenue increase in its last quarterly earnings, totaling $1.23 billion, and surpassed analysts' earnings estimates.
• Recent analyst ratings show a consensus of "Moderate Buy" for Twilio, with a price target averaging around $132.00, while several insiders have made significant stock sales.

Twilio (NYSE:TWLO - Get Free Report) is expected to be announcing its Q3 2025 results after the market closes on Thursday, October 30th. Analysts expect the company to announce earnings of $1.05 per share and revenue of $1.2523 billion for the quarter. Twilio has set its Q3 2025 guidance at 1.010-1.060 EPS.Parties are encouraged to explore the company's upcoming Q3 2025 earningoverview page for the latest details on the call scheduled for Thursday, October 30, 2025 at 5:00 PM ET.

Twilio (NYSE:TWLO - Get Free Report) last released its quarterly earnings data on Thursday, August 7th. The technology company reported $1.19 earnings per share for the quarter, topping analysts' consensus estimates of $1.02 by $0.17. Twilio had a return on equity of 2.78% and a net margin of 0.43%.The company had revenue of $1.23 billion for the quarter, compared to analyst estimates of $1.19 billion. During the same quarter in the previous year, the company posted $0.87 earnings per share. The firm's revenue for the quarter was up 13.5% compared to the same quarter last year. On average, analysts expect Twilio to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Twilio Price Performance

NYSE:TWLO opened at $109.47 on Thursday. Twilio has a 52 week low of $69.40 and a 52 week high of $151.95. The company has a quick ratio of 4.90, a current ratio of 4.90 and a debt-to-equity ratio of 0.12. The stock's fifty day moving average is $105.59 and its two-hundred day moving average is $109.48. The company has a market capitalization of $16.80 billion, a P/E ratio of 912.30, a P/E/G ratio of 3.44 and a beta of 1.25.

Analyst Upgrades and Downgrades

Several research firms have recently commented on TWLO. UBS Group lowered their price objective on shares of Twilio from $150.00 to $135.00 and set a "buy" rating for the company in a research note on Friday, August 8th. Wall Street Zen upgraded shares of Twilio from a "buy" rating to a "strong-buy" rating in a research report on Saturday, October 18th. Piper Sandler lifted their price objective on Twilio from $140.00 to $144.00 and gave the stock an "overweight" rating in a report on Friday, August 8th. Morgan Stanley set a $152.00 target price on shares of Twilio in a report on Tuesday. Finally, Rosenblatt Securities reissued a "buy" rating and set a $140.00 price objective on shares of Twilio in a research note on Friday, September 26th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $132.00.

Insider Transactions at Twilio

In other news, CEO Khozema Shipchandler sold 12,922 shares of the stock in a transaction on Friday, October 3rd. The shares were sold at an average price of $104.09, for a total value of $1,345,050.98. Following the completion of the sale, the chief executive officer owned 220,383 shares of the company's stock, valued at $22,939,666.47. This represents a 5.54% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Aidan Viggiano sold 8,035 shares of the business's stock in a transaction dated Thursday, October 9th. The stock was sold at an average price of $115.00, for a total transaction of $924,025.00. Following the completion of the sale, the chief financial officer directly owned 129,618 shares of the company's stock, valued at $14,906,070. The trade was a 5.84% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 44,808 shares of company stock valued at $4,677,916 in the last quarter. Company insiders own 0.21% of the company's stock.

Institutional Investors Weigh In On Twilio

Hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC boosted its stake in shares of Twilio by 6.6% in the 4th quarter. Brighton Jones LLC now owns 10,051 shares of the technology company's stock valued at $1,086,000 after purchasing an additional 623 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in Twilio in the second quarter valued at about $251,000. Headlands Technologies LLC bought a new stake in Twilio during the second quarter worth about $77,000. Vident Advisory LLC increased its holdings in shares of Twilio by 31.3% during the second quarter. Vident Advisory LLC now owns 6,591 shares of the technology company's stock worth $820,000 after buying an additional 1,571 shares in the last quarter. Finally, NewEdge Advisors LLC raised its stake in shares of Twilio by 46.9% in the second quarter. NewEdge Advisors LLC now owns 5,770 shares of the technology company's stock valued at $718,000 after acquiring an additional 1,841 shares during the last quarter. Institutional investors own 84.27% of the company's stock.

About Twilio

Twilio Inc, together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. It operates through two segments, Twilio Communications and Twilio Segment. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, flex, marketing campaigns, and user identity and authentication.

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