earnings
confidence high
sentiment positive
materiality 0.85
Twilio Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance
TWILIO INC
- Revenue $1.50B (+22% reported, +17% organic YoY); GAAP op income $85M (+129% YoY); non-GAAP op income $285M (+29% YoY).
- GAAP diluted EPS $6.68 (incl $5.91 non-cash tax benefit); non-GAAP diluted EPS $1.47 vs $1.19 YoY.
- Free cash flow $352.6M vs $263.5M YoY; Dollar-Based Net Expansion Rate 116% vs 108%.
- Q3 guidance: revenue $1.505-1.515B (16-16.5% reported, 11-12% organic); non-GAAP EPS $1.42-1.47.
- FY2026 guidance raised: revenue growth 18-18.5% (from 14-15%), non-GAAP op income $1.135-1.155B (from $1.08-1.10B).