Latest Earnings Results: Q2 '26
Estimated EPS
$1.32
Reported EPS
$1.47
Surprise
+11.06%
Estimated Rev
$1.43B
Reported Rev
$1.5B
Surprise
+4.76%
• Reported GAAP EPS of $6.99 up 4560.00% YoY • Reported revenue of $1.5B up 22.03% YoY • Twilio expects third quarter 2026 revenue of $1.505 billion to $1.515 billion and raised its full-year 2026 organic revenue growth range to 13% to 13.5% compared with 9.5% to 10.5% previously.
Bullish Takeaway
Twilio delivered record free cash flow and significant growth in GAAP and non-GAAP operating income, supported by platform innovation and an improved Dollar-Based Net Expansion Rate for the quarter.
Bearish Takeaway
Twilio reported higher operating expenses, a new impairment loss on prepaid assets, and acknowledged potential reputational risks if the market perceives its internal business metrics as inaccurate or unreliable.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $1.40 | -- | -- | N/A |
Q2 '26 | $1.32 | $1.47 | 11.06% | BEAT |
Q1 '26 | $1.27 | $1.50 | 17.97% | BEAT |
Q4 '25 | $1.23 | $1.33 | 7.84% | BEAT |
Q3 '25 | $1.08 | $1.25 | 15.31% | BEAT |