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Twilio

TWLO

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Q2 FY2026 EarningsQ2 FY26 results significantly beat consensus, with revenue reaching $1,499M (+22% YoY) vs. $1,430M expected. While GAAP EPS of $6.68 was heavily inflated by a $944M one-time tax valuation allowance release, normalized EPS of $1.32 remained at the top end of expectations. A Dollar-Based Net Expansion (DBNE) of 116% and strong free cash flow of $353M underscore resilient AI-driven customer engagement, despite a $32.8M impairment on prepaid network assets.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Twilio(TWLO) the Revenue is 1.499 B (+22.03%), Beat estimate;the EBIT is 284.63 M (+29.06%), Beat estimate;the EPS is 6.68 (+4671%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.50B22.03%
1.43B16.42%
+0.07B5.61%
EBITExceed expectations
0.28B29.06%
0.26B18.64%
+0.02B10.42%
EPSExceed expectations
6.684671.43%
0.4606229.01%
+6.21944,442.42%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf