Technology
股价
$188.74
+1.99%市值
$27.91B
今日最高
$189.99
今日最低
$186.00
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.
关键风险: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.