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May 1, 2026 4:00 AM

Twilio Stock Surges Over 18% In Overnight Trading: Here's Why

Twilio Inc. (NYSE:TWLO) shares are trending on Friday.

TWLO shares surged 18.84% to $175.96 in overnight trading on Thursday after the customer engagement platform posted first-quarter results, beating analyst estimates on both earnings per share and revenue.

What Does Q1 Data Show

On Thursday, Twilio reported revenue of $1.41 billion, up 20% year-over-year, beating the analyst estimate of $1.34 billion by 4.86%, with organic revenue growth of 16%. GAAP income from operations jumped 366% year-over-year to $107.7 million.

Non-GAAP diluted EPS of the California-based company rose to $1.50, beating the analyst estimate of $1.13 by 32.74%.

According to Twilio, the Dollar-Based Net Expansion Rate, which measures revenue growth from existing customers, accounting for upgrades, cross-sells, downgrades and churn, expanded to 114% from 107% a year ago, signaling stronger customer monetization.

CEO Khozema Shipchandler said, “Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more ...