Earnings$TWLO4:15 PM ET

Twilio Q2 beats on revenue and profit, lifts FY outlook

By BORSA NewsroomPublished Aug 6, 2026, 4:15 PM EDTUpdated Aug 11, 2026, 10:35 PM EDT

Twilio Q2 revenue $1.5B beat $1.43B estimate. Adj EPS $1.47 beat $1.32. FCF $352.6M beat $322M. Raised FY FCF guide to $1.1B-$1.2B. Q3 revenue guide $1.51B-$1.52B above $1.46B consensus. Organic revenue growth 17% YoY. Dollar-based net expansion 116%.

Sentimentbullish 80

Strongly bullish · 80 of 100

Impact60

medium · sector-wide

Confidence70%

moderate confidence · single wire

Eventdeveloping

v1 · alerts feed only

WHAT WE KNOW

Q2 revenue $1.5B vs estimate $1.43B.
Q2 adj EPS $1.47 vs estimate $1.32.