US · Technology · Software - Infrastructure
EPS came in at 0.72 against a street estimate of 0.59 — a beat of 22.0%.
Analysts rate Twilio Inc a buy (20 buy, 9 hold, 2 sell out of 31) with an average price target of $256.10.
CONFIDENT Twilio delivered $1.5B revenue (+17% organic), accelerating gross profit growth to 18% YoY. AI-driven Voice strength broad-based across channels; new Conversations Layer and Console showing early traction. Raised full-year organic guidance to 13–13.5%. Q2 2026 No geographic breakdown provided. Analysts pressed durability of AI tailwinds, console monetization timing, and competitive positioning vs. OpenAI/Salesforce. Management countered: AI in early innings with high ROI; console showing leading indicators but not Q2 revenue yet; positioned as neutral infrastructure partner integrating multiple LLMs/clouds, not competitor. 2026-08-06…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 10.81% |
| FMR Inc | 7.51% |
| JPMorgan Chase & Co | 6.10% |
| Vanguard Portfolio Management, LLC | 5.26% |
| Vanguard Capital Management, LLC | 4.42% |
| State Street Corp | 3.81% |
| Royal Bank of Canada | 2.12% |
| Geode Capital Management, LLC | 1.84% |
| Document | Date |
|---|---|
| Quarterly report · Q2 2026 TWILIO INC. - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue Q2 2026: $1,499,089k (up 22.0% vs Q2 2025: $1,228,42 | 2026-08-07 |
| Results announced · Q3 2026 TWILIO INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,499 million, up 22% year-over-year (17% organic growth) • GAAP gross profit: $ | 2026-08-06 |
| Board / officer change · Q2 2026 TWILIO INC. – FORM 8-K SUMMARY (June 16, 2026) HEADLINE NUMBERS • Annual Meeting held June 16, 2026 with 131,137,989 shares represented (86.40% of v | 2026-06-17 |
| Quarterly report · Q1 2026 TWILIO INC. - Q1 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $1,406.9 million in Q1 2026, up 20.0% from $1,172.5 million in Q | 2026-05-01 |
| Results announced · Q2 2026 TWILIO Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue $1.407 billion, up 20% year-over-year (16% organic growth) • GAAP gross profit $684 milli | 2026-04-30 |
| Proxy statement · Q2 2026 TWILIO INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- CEO TOTAL COMPENSATION AND CHANGE • CEO Khozema Shipchandler's total compensation figu | 2026-04-28 |
| Board / officer change · Q1 2026 TWILIO INC. - FORM 8-K SUMMARY (March 24, 2026) HEADLINE NUMBERS • No financial metrics provided in this filing - this is a corporate governance ann | 2026-03-24 |
| Annual report FY2025 TWILIO INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market Capitalization (as of June 30, 2025): $18.7 billion based on $124.36 | 2026-02-24 |
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Google PlayApp StoreData updated 2026-09-18.