Twilio Crushes Q2 Estimates, Raises 2026 Outlook; Shares Surge 15%
TWLO has more than doubled off its 52-week low of $91.84 on elevated volume (1.9× avg).
Summary
Twilio delivered a standout Q2, with revenue of $1.50B beating the $1.43B consensus and adjusted EPS of $1.47 topping estimates by $0.15. The company revealed an increase in Q2 income. Organic growth accelerated and dollar-based net expansion jumped to 116%, signaling existing customers are spending significantly more. Management raised the full-year 2026 revenue growth outlook to 18%-18.5% and organic growth to 13%-13.5%, and guided Q3 revenue above consensus. The stock is up 15.4% after hours. This follows a period of heavy insider selling by a director-affiliated fund in May, making the strong operational results and raised guidance a critical counterpoint.
At the time of this announcement, TWLO was trading at $223.70 on NYSE in the Technology sector, with a market capitalization of approximately $29.3B. The 52-week trading range was $91.84 to $238.48. This news item was assessed with positive market sentiment and an importance score of 9 out of 10. Source: Reuters.