Technology
Price
$209.31
+0.01%Market Cap
$31.77B
Day High
$211.96
Day Low
$205.02
Twilio delivered strong Q1 FY2026 results with revenue surging 20.0% YoY to $1.41B and operating income jumping 366.5% to $107.7M, reflecting significant operating leverage improvements even as gross margin edged slightly lower.
Key risk: Gross Margin Compression Risk
Cost of revenue grew 22.3% YoY, outpacing revenue growth of 20.0%, causing gross margin to compress from 49.6% to 48.6%. If this trend continues, it could pressure profitability despite strong top-line growth.