Twilio (TWLO) Tops Q2 EPS by 15c; offers guidance

Twilio (NYSE: TWLO) reported Q2 EPS of $1.47, $0.15 better than the analyst estimate of $1.32. Revenue for the quarter came in at $1.5 billion versus the consensus estimate of $1.43 billion.

GUIDANCE:

Twilio sees Q3 2026 EPS of $1.42-$1.47, versus the consensus of $1.40. Twilio sees Q3 2026 revenue of $1.505-1.515 billion, versus the consensus of $1.464 billion.

For fiscal year 2026, Twilio is raising its reported revenue growth range to 18% to 18.5% compared with 14% to 15% previously, and its organic revenue growth range to 13% to 13.5% year-over-year compared with 9.5% to 10.5% previously. In addition, Twilio expects full-year non-GAAP gross profit growth to be similar to its organic revenue growth range. Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.135 billion to $1.155 billion compared to $1.08 billion to $1.10 billion previously, and raising its 2026 free cash flow range to $1.135 billion to $1.155 billion compared to $1.08 billion to $1.10 billion previously.

For earnings history and earnings-related data on Twilio (TWLO) click here.

You May Also Be Interested In

• Sandisk targets mid-to-high teens revenue growth through FY2030
• Ideal Power (IPWR) Tops Q2 EPS by 2c
• Activist investors push Seer, Inc. to disclose go-private timeline