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Twilio TWLO Q2 2026 earnings

Reported August 6, 2026 · After market close

Revenue$1.5BBeat by $68.1M
Adjusted EPS$1.47Beat by $0.15
Revenue estimate$1.4B
EPS estimate$1.32
We are in a powerful new chapter at Twilio, marked by another quarter of organic growth acceleration as well as record profitability and free cash flow. At SIGNAL, we unveiled a revamped Twilio platform giving customers the building blocks they need to power rich, lifelong conversations. In a world where humans and AI agents increasingly work side by side, Twilio is providing the infrastructure to power them both.
Khozema Shipchandler

Next report

Oct 29, 2026 (in 2 months)
Revenue estimate$1.5B
EPS estimate$1.45

Financials

Q2 2026

Income statement

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Revenue$1.5B+22.0%
Gross profit$725.9M+20.4%
Operating income$84.5M+129%
Net income$1.1B+4,659%
EPS (diluted)$6.68+4,671%

Balance sheet

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Cash & equivalents$823.3M-16.1%
Total debt$1.1B-3.4%
Total equity$9.0B+11.6%
Total assets$10.8B+10.1%

Cash flow

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Operating cash flow$372.4M+34.4%

Valuation & ratios

Valuation

as of 08/27/26
See full
Market cap$35.09B+122%
Enterprise value$35.33B+122%
P/E28.8×
P/S6.3×+3.0×

Profitability

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Gross margin48.5%-1.4pp
Operating margin5.2%

Returns & leverage

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Debt / equity0.1×0.0×
Current ratio4.6×-0.3×

FAQ

When did Twilio report Q2 2026 earnings?
Twilio (TWLO) reported Q2 2026 earnings on August 6, 2026 after market close.
What were Twilio's Q2 2026 revenue and EPS?
Twilio reported revenue of $1.5B and adjusted eps of $1.47 for Q2 2026.
Did Twilio beat estimates in Q2 2026?
Revenue beat the consensus estimate of $1.4B by $68.1M. EPS beat the consensus estimate of $1.32 by $0.15.
How did Twilio's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 22.0% from $1.2B a year earlier.
Where can I find Twilio's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001447669-26-000088) and the 10-Q periodic report (0001447669-26-000092) directly on SEC EDGAR. The filing index links above go to sec.gov.