Twilio (NYSE: TWLO) shares surged 10.86% in after-hours trading on Thursday, following the release of its first-quarter 2025 financial results that exceeded analyst expectations and an optimistic outlook for the year ahead.
The cloud communications platform provider reported adjusted earnings per share of $1.14, significantly outperforming the analyst consensus estimate of $0.94. This represents a 21.28% beat and a 42.5% increase from the same period last year. Twilio's revenue for the quarter came in at $1.17 billion, surpassing the expected $1.14 billion by 2.84% and marking an 11.94% year-over-year growth. The company's strong performance was further underscored by its operating income of $23.082 million and adjusted operating income of $213 million.
Looking ahead, Twilio raised its organic revenue growth target for 2025 to 7.5% - 8.5% year-over-year, signaling confidence in its future performance. For the second quarter, the company provided a robust outlook, projecting adjusted earnings per share between $0.99 and $1.04, with revenue expected to range from $1.18 billion to $1.19 billion. This positive forecast, combined with the strong Q1 results, appears to have fueled investor enthusiasm, driving the stock's significant after-hours rally.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.