Twilio has surged over 80% YTD, driven by a robust Q2 beat-and-raise and accelerating growth amid a broader software sector rebound. TWLO raised FY26 guidance to 13%–13.5% organic and 18%–18.5% total revenue growth, with FCF margin guidance up to 19.1%. Guidance boost is largely organic, with only ~$15 million of the ~$177 million increase attributable to carrier fee pass-throughs.
Twilio Inc. delivered Q2 results that beat Street estimates on the top and bottom lines. Following strong results and guidance, TWLO shares have surged over 113% since February, far outpacing the S&P 500. TWLO's improving profitability has led to increased free cash flow generation.
Twilio NYSE: TWLO reported second-quarter 2026 revenue of $1.5 billion, up 22% year over year on a reported basis and 17% on an organic basis excluding incremental U.S. carrier pass-through fees. The communications platform company said its results reflected strong volumes, customer additions and growth across messaging, voice and software products.
Twilio (TWLO) stock has surged 30% to a new all-time high after the cloud communications company delivered a strong Q2 report.
Twilio stock price jumped to its highest level since January 2022 after publishing strong financial results. TWLO hit a high of $248, up by over 500% from its lowest level in 2023, with its market capitalization hitting over $37 billion.
Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio's global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business.
Twilio (Twilio Inc (NYSE:TWLO)) shares opened about 18% higher on Friday after the communications software company reported second-quarter results that exceeded analyst expectations. Twilio reported adjusted earnings of $1.47 per share for the second quarter, compared with analyst consensus estimates of $1.32 per share.
TWLO's Q2 2026 earnings and revenues beat estimates as 22% sales growth, cost discipline and strong cash generation support higher guidance.
Twilio Inc. (TWLO) Q2 2026 Earnings Call Transcript
The latest trading day saw Twilio (TWLO) settling at $194.47, representing a +1.57% change from its previous close.
Zacks.com users have recently been watching Twilio (TWLO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Twilio (TWLO) closed the most recent trading day at $196.22, moving 4.39% from the previous trading session.