TWLO

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Exhibit 99.1

Twilio Announces Second Quarter 2026 Results

•Revenue of $1.50 billion, up 22% reported and 17% organic year-over-year

•GAAP gross profit of $726 million, up 20% year-over-year

•Non-GAAP gross profit of $736 million, up 18% year-over-year

•GAAP Income from Operations of $85 million

•Non-GAAP Income from Operations of $285 million

SAN FRANCISCO--(BUSINESS WIRE)--August 6, 2026--Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, reported financial results for its second quarter ended June 30, 2026.

“We are in a powerful new chapter at Twilio, marked by another quarter of organic growth acceleration as well as record profitability and free cash flow,” said Khozema Shipchandler, CEO of Twilio. “At SIGNAL, we unveiled a revamped Twilio platform giving customers the building blocks they need to power rich, lifelong conversations. In a world where humans and AI agents increasingly work side by side, Twilio is providing the infrastructure to power them both.”

Second Quarter 2026 Financial Highlights

•Revenue of $1.50 billion, up 22% year-over-year. Organic revenue growth was 17% year-over-year.

•GAAP gross profit of $725.9 million, up 20% year-over-year.

•Non-GAAP gross profit of $735.7 million, up 18% year-over-year.

•GAAP income from operations of $84.5 million, up 129% year-over-year.

•Non-GAAP income from operations of $284.6 million, up 29% year-over-year.

•GAAP net income per share attributable to common stockholders, diluted, of $6.68 based on 159.7 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.14 based on 159.7 million weighted average shares outstanding in the second quarter of 2025.

◦GAAP net income per share attributable to common stock holders, diluted, included a non-cash benefit of $5.91 per share associated with the release of a significant portion of the valuation allowance against Twilio’s U.S. deferred tax assets.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.47 based on 159.7 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.19 based on 159.7 million non-GAAP weighted average shares outstanding in the second quarter of 2025.

•Net cash provided by operating activities of $372.4 million and free cash flow of $352.6 million, compared with net cash provided by operating activities of $277.1 million and free cash flow of $263.5 million for the second quarter of 2025.

Key Metrics

•Dollar-Based Net Expansion Rate of 116% for the second quarter of 2026 compared to Dollar-Based Net Expansion Rate of 108% for the second quarter of 2025.

•5,492 employees as of June 30, 2026.

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Dollars in millions, except per share amounts

Q2 2026

Results

Revenue $1,499

Y/Y Revenue Growth 22%

Y/Y Organic Revenue Growth 17%

Amount MarginY/Y Growth

GAAP gross profit $72648%20%

Non-GAAP gross profit

$73649%18%

GAAP income from operations $856%129%

Non-GAAP income from operations

$28519%29%

Net cash provided by operating activities $37225%

Free cash flow$35324%

GAAP net income attributable to common stockholders $1,067

Non-GAAP net income attributable to common stockholders$234

GAAP net income per share attributable to common stockholders, diluted $6.68

Non-GAAP net income per share attributable to common stockholders, diluted

$1.47

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the second quarter of 2026, Twilio repurchased $66.0 million in aggregate value of shares of common stock. To date, Twilio has completed approximately $1.2 billion of aggregate repurchases and has $826.0 million of the originally authorized amount available for future repurchases as of June 30, 2026.

Outlook

For the third quarter ending September 30, 2026, Twilio is initiating a revenue range of $1.505 to $1.515 billion, which implies a reported revenue growth range of 16% to 16.5% and an organic revenue growth range of 11% to 12% year-over-year. In addition, Twilio is initiating a third quarter non-GAAP income from operations range of $285 to $295 million. Lastly, Twilio expects third quarter non-GAAP diluted earnings per share in a range of $1.42 to $1.47, based on non-GAAP weighted average diluted shares outstanding of 160 million.

Dollars and shares in millions, except per share amounts

Q3 2026

Guidance

Revenue$1,505 - $1,515

Y/Y Revenue Growth 16% - 16.5%

Y/Y Organic Revenue Growth 11% - 12%

Non-GAAP income from operations$285 - $295

Non-GAAP diluted earnings per share (1)

$1.42 - $1.47

Non-GAAP weighted average diluted shares outstanding

160

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Exhibit 99.1

Twilio Announces First Quarter 2026 Results

•Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year

•GAAP gross profit of $684 million, up 18% year-over-year

•Non-GAAP gross profit of $697 million, up 16% year-over-year

•GAAP Income from Operations of $108 million

•Non-GAAP Income from Operations of $279 million

SAN FRANCISCO--(BUSINESS WIRE)--April 30, 2026--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, reported financial results for its first quarter ended March 31, 2026.

“Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years,” said Khozema Shipchandler, CEO of Twilio. “Twilio’s performance is the result of a multi-year, companywide evolution that fundamentally transformed Twilio’s innovation velocity, GTM efficiency, and financial rigor and has led us to become a foundational infrastructure layer in the era of AI.”

First Quarter 2026 Financial Highlights

•Revenue of $1.41 billion, up 20% year-over-year. Organic revenue growth was 16% year-over-year.

•GAAP gross profit of $684.2 million, up 18% year-over-year.

•Non-GAAP gross profit of $697.5 million, up 16% year-over-year.

•GAAP income from operations of $107.7 million, up 366% year-over-year.

•Non-GAAP income from operations of $278.9 million, up 31% year-over-year.

•GAAP net income per share attributable to common stockholders, diluted, of $0.57 based on 157.8 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.12 based on 161.8 million weighted average shares outstanding in the first quarter of 2025.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.50 based on 157.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.14 based on 161.8 million non-GAAP weighted average shares outstanding in the first quarter of 2025.

•Net cash provided by operating activities of $153.2 million and free cash flow of $132.3 million, compared with net cash provided by operating activities of $191.0 million and free cash flow of $178.3 million for the first quarter of 2025.

Key Metrics

•Dollar-Based Net Expansion Rate of 114% for the first quarter of 2026 compared to Dollar-Based Net Expansion Rate of 107% for the first quarter of 2025.

•5,558 employees as of March 31, 2026.

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Dollars in millions, except per share amounts

Q1 2026

Results

Revenue $1,407

Y/Y Revenue Growth 20%

Y/Y Organic Revenue Growth 16%

Amount MarginY/Y Growth

GAAP gross profit $68449%18%

Non-GAAP gross profit

$69750%16%

GAAP income from operations $1088%366%

Non-GAAP income from operations

$27920%31%

Net cash provided by operating activities $15311%

Free cash flow$1329%

GAAP net income attributable to common stockholders $90

Non-GAAP net income attributable to common stockholders$236

GAAP net income per share attributable to common stockholders, diluted $0.57

Non-GAAP net income per share attributable to common stockholders, diluted

$1.50

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the first quarter of 2026, Twilio repurchased $253.4 million in aggregate value of shares of common stock. To date, Twilio has completed approximately $1.1 billion of aggregate repurchases and has $892.0 million of the originally authorized amount available for future repurchases as of March 31, 2026.

Outlook

For the second quarter ended June 30, 2026, Twilio is initiating a revenue range of $1.420 to $1.430 billion, which implies a reported revenue growth range of 15.5% to 16.5% and an organic revenue growth range of 10% to 11% year-over-year. In addition, Twilio is initiating a second quarter non-GAAP income from operations range of $250 to $260 million. Lastly, Twilio expects second quarter non-GAAP diluted earnings per share in a range of $1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million.

Dollars and shares in millions, except per share amounts

Q2 2026

Guidance

Revenue $1,420 - $1,430

Y/Y Revenue Growth

15.5% - 16.5%

Y/Y Organic Revenue Growth 10% - 11%

Non-GAAP income from operations

$250 - $260

Non-GAAP diluted earnings per share (1)

$1.27 - $1.32

Non-GAAP weighted average diluted shares outstanding

157

(1) Non-GAAP diluted earnings per share guidance assumes no impact from volatility of foreign exchange rates.

For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previous

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Exhibit 99.1

Twilio Announces Fourth Quarter and Full Year 2025 Results

•Fourth Quarter Revenue of $1.37 billion, up 14% reported and 12% organic year-over-year

•Full Year Revenue of $5.07 billion, up 14% reported and 13% organic year-over-year

•Fourth Quarter and Full Year GAAP Income from Operations of $57 million and $158 million, respectively

•Fourth Quarter and Full Year Non-GAAP Income from Operations of $256 million and $924 million, respectively

SAN FRANCISCO--(BUSINESS WIRE)--February 12, 2026--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, reported financial results for its fourth quarter and full year ended December 31, 2025.

“2025 was one of the most balanced and successful years of execution in Twilio’s history and has fundamentally transformed our financial profile and innovation velocity,” said Khozema Shipchandler, CEO of Twilio. “We accelerated revenue growth, expanded operating margins, and delivered significant growth in free cash flow. Importantly, our vision is resonating with customers and Twilio is quickly becoming a foundational infrastructure layer in the age of AI.”

Fourth Quarter 2025 Financial Highlights

•Revenue of $1.37 billion, up 14% year-over-year.

•Organic revenue growth of 12% year-over-year.

•GAAP income from operations of $56.8 million, compared with GAAP income from operations of $13.7 million for the fourth quarter of 2024.

•Non-GAAP income from operations of $255.6 million, compared with non-GAAP income from operations of $197.0 million for the fourth quarter of 2024.

•GAAP net loss per share attributable to common stockholders, diluted, of $0.30 based on 152.3 million weighted average shares outstanding, compared with GAAP net loss per share attributable to common stockholders, diluted, of $0.08 based on 153.5 million weighted average shares outstanding in the fourth quarter of 2024.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.33 based on 158.5 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.00 based on 160.6 million non-GAAP weighted average shares outstanding in the fourth quarter of 2024.

•Net cash provided by operating activities of $271.6 million and free cash flow of $256.1 million, compared with net cash provided by operating activities of $108.4 million and free cash flow of $93.5 million for the fourth quarter of 2024.

Full Year 2025 Financial Highlights

•Revenue of $5.07 billion, up 14% year-over-year.

•Organic revenue growth of 13% year-over-year.

•GAAP income from operations of $157.8 million, compared with GAAP loss from operations of $53.7 million for the full year 2024.

•Non-GAAP income from operations of $924.0 million, compared with non-GAAP income from operations of $714.4 million for the full year 2024.

•GAAP net income per share attributable to common stockholders, diluted, of $0.21 based on 159.8 million weighted average shares outstanding, compared with GAAP net loss per share attributable to common stockholders, diluted, of $0.66 based on 165.9 million weighted average shares outstanding in the full year 2024.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $4.89 based on 159.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $3.67 based on 169.2 million non-GAAP weighted average shares outstanding in the full year 2024.

•Net cash provided by operating activities of $1.0 billion and free cash flow of $945.4 million, compared with net cash provided by operating activities of $716.2 million and free cash flow of $657.5 million for the full year 2024.

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Key Metrics

•More than 402,000 Active Customer Accounts as of December 31, 2025 compared to more than 325,000 Active Customer Accounts as of December 31, 2024.

•Dollar-Based Net Expansion Rate of 109% for the fourth quarter of 2025 compared to Dollar-Based Net Expansion Rate of 106% for the fourth quarter of 2024. Dollar-Based Net Expansion Rate of 108% for the full year 2025 compared to Dollar-Based Net Expansion Rate of 104% for the full year 2024.

•5,587 employees as of December 31, 2025.

Dollars in millions, except per share amounts

Q4 2025

ResultsFull Year 2025 Results

Revenue $1,366$5,067

Y/Y Revenue Growth 14%14%

Y/Y Organic Revenue Growth 12%13%

Amount Margin Amount Margin

GAAP income from operations $574.2%$1583.1%

Non-GAAP income from operations

$25618.7%$92418.2%

Net cash provided by operating activities $27220%$1,00320%

Free cash flow$25619%$94519%

GAAP net (loss) income attributable to common stockholders $(46)$34

Non-GAAP net income attributable to common stockholders$211$782

GAAP net (loss) income per share attributable to common

stockholders, dilute