Twilio Q2 revenue rises 22% to $1.50 billion; company raises 2026 guidance
Twilio reported second-quarter 2026 revenue of $1.50 billion, up 22% from a year earlier, and non-GAAP earnings of $1.47 per diluted share, up from $1.19. GAAP diluted EPS of $6.68 was driven mainly by a $5.91 per share non-cash benefit from releasing a valuation allowance on U.S. deferred tax assets. The company raised its full-year 2026 guidance for reported revenue growth, organic revenue growth, non-GAAP income from operations and free cash flow.
Key points
- Q2 2026 revenue was $1.50 billion, up 22% reported and 17% organic; non-GAAP income from operations was $285 million, up 29%.
- GAAP diluted EPS of $6.68 included a $5.91 per share non-cash tax benefit; non-GAAP diluted EPS was $1.47 versus $1.19 a year earlier.
- FY2026 guidance: reported revenue growth raised to 18% to 18.5% from 14% to 15%; non-GAAP income from operations and free cash flow each raised to $1.135 billion to $1.155 billion.
- Twilio repurchased $66.0 million of stock in Q2 and had $826.0 million of its authorization remaining as of June 30, 2026.
The filing
Written by AI on Nov 8, 2026, 1:10 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 06, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.