Customer engagement platform Twilio (NYSE: TWLO) will be reporting earnings this Thursday after market close. Here’s what you need to know.

Twilio beat analysts’ revenue expectations by 3.8% last quarter, reporting revenues of $1.3 billion, up 14.7% year on year. It was an exceptional quarter for the company, with accelerating customer growth and an impressive beat of analysts’ EBITDA estimates. It added 43,000 customers to reach a total of 392,000.

Is Twilio a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Twilio’s revenue to grow 10.4% year on year to $1.32 billion, in line with the 11% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.23 per share.

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Twilio has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 2.7% on average.

Looking at Twilio’s peers in the software development segment, some have already reported their Q4 results, giving us a hint as to what we can expect. F5 delivered year-on-year revenue growth of 7.3%, beating analysts’ expectations by 8.8%, and Datadog reported revenues up 29.2%, topping estimates by 3.8%. F5 traded up 8.1% following the results.

Read our full analysis of F5’s results here and Datadog’s results here.

The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. Unfortunately, software development stocks have struggled in this environment as share prices are down 16.8% on average over the last month. Twilio is down 10.6% during the same time and is heading into earnings with an average analyst price target of $145.03 (compared to the current share price of $118.87).

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