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Twilio Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Twilio Q2 Earnings Call Highlights

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 g

Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback
Simply Wall St.3d agobullish
Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback

In the past week, Twilio Inc. reported second‑quarter 2026 results with revenue of US$1,499.09 million and net income of US$1,067.21 million, alongside higher full‑year 2026 revenue growth guidance and new third‑quarter revenue guidance of US$1.505 billion to US$1.515 billion. The company also completed a US$1.20 billion share repurchase program covering 10,634,845 shares, signaling management’s confidence while pairing accelerating organic growth with sharply higher earnings per...

Twilio (TWLO) Stock Trades At A Premium On Cash Flow And Earnings
Simply Wall St.4d agoneutral
Twilio (TWLO) Stock Trades At A Premium On Cash Flow And Earnings

Twilio stock has delivered a very large 289.6% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium to those fundamentals. Over the last three years Twilio has returned 289.6%, which raises the question of how much of the company’s growth story is already reflected in the price. Recent strong revenue growth can support higher expectations for Twilio, while any slowdown in...

Twilio (TWLO) Following Strong Guidance The AI Growth Story Still Looks In Play
Simply Wall St.6d agoneutral
Twilio (TWLO) Following Strong Guidance The AI Growth Story Still Looks In Play

Twilio (TWLO) is back in focus after its second quarter 2026 earnings update, which combined higher reported sales and net income with share price gains following guidance that topped market expectations. See our latest analysis for Twilio. Twilio's recent earnings surprise and upgraded outlook come after a mixed stretch for the share price, which is down 8.86% over 30 days and 4.21% over 90 days, yet has a strong year to date share price return of 39.64% and a one year total shareholder...

Investing.com6d agobullish
Twilio soars 16% on earnings beat and strong guidance

Investing.com -- Twilio Inc (NYSE:TWLO) shares surged 16.5% in after-hours trading Thursday after the customer engagement infrastructure company reported second quarter results that exceeded analyst expectations and issued guidance well above consensus estimates.

8X8 Q1 Earnings Call Highlights
MarketBeat8d agoneutral
8X8 Q1 Earnings Call Highlights

8X8 (NASDAQ:EGHT) reported a record quarter for service revenue in the first quarter of fiscal 2027, extending its streak of year-over-year revenue growth to five consecutive quarters. The company exceeded its guidance ranges for service revenue, total revenue, non-GAAP operating margin and operatin

Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?
Simply Wall St.20d agoneutral
Can Twilio’s (TWLO) Elevated Earnings Hopes Reshape Its Core Gross Profit Story?

In the lead-up to Twilio’s August 6, 2026 earnings release, analysts such as Jefferies have highlighted expectations for revenue and operating income to come in above prior forecasts, with investor attention on whether gross profit growth can hold up in the second half of the year. At the same time, Twilio has attracted strong positive analyst sentiment, including a Zacks Rank of #1 (Strong Buy) and forecasts for growth in both earnings per share and revenue, prompting debate about whether...

Twilio faces higher bar heading into quarterly earnings, says Jefferies
Proactive22d agoneutral
Twilio faces higher bar heading into quarterly earnings, says Jefferies

Twilio Inc (NYSE:TWLO) is expected to deliver second quarter results that exceed expectations on revenue and operating income, with investors likely to focus on whether the communications software company's gross profit growth can remain in the mid-teens during the second half of the year,...

Stocks See Support Ahead of Micron’s Earnings
Barchart49d agoneutral
Stocks See Support Ahead of Micron’s Earnings

The S&P 500 Index ($SPX ) (SPY ) today is up +0.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. September E-mini S&P futures (ESU26 ) are up +0.14%, and September E-mini Nasdaq futures...

A Look At Twilio (TWLO) Valuation After AI Update And Upgraded Profitability Guidance
Simply Wall St.72d agobullish
A Look At Twilio (TWLO) Valuation After AI Update And Upgraded Profitability Guidance

Q1 guidance shift and AI push put Twilio (TWLO) in focus Twilio (TWLO) grabbed investor attention after its Q1 2026 update paired higher full year profitability and free cash flow guidance with new AI agent capabilities across voice and messaging workflows. See our latest analysis for Twilio. That guidance update and AI push arrived alongside a sharp shift in sentiment, with Twilio’s 1 day share price return of 19.36% feeding into a 90 day share price return of 84.23%. Its 1 year total...