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TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration
StockStory1d agoneutral
TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration

Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 22% year on year to $1.50 billion. On top of that, next quarter’s revenue guidance ($1.51 billion at the midpoint) was surprisingly good and 3.2% above what analysts were expecting. Its non-GAAP profit of $1.47 per share was 11.1% above analysts’ consensus estimates.

Why Are Twilio (TWLO) Shares Soaring Today
StockStory2d agobullish
Why Are Twilio (TWLO) Shares Soaring Today

Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 26% in the afternoon session after the company reported second-quarter results that far exceeded analyst expectations and provided a strong outlook for the upcoming quarter.

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 stock pops on better-than-expected Q2 report
Proactive5d agoneutral
Twilio stock pops on better-than-expected Q2 report

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...

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...