---
title: "Twilio Raised Its Full-Year Growth Guide to 18% and Posted Record Revenue of $1.5 Billion. The Stock Rose 25% in a Day."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/295361049.md"
description: "Twilio raised its full-year revenue growth guide to 18%-18.5% and reported record Q2 revenue of $1.5 billion, up 22% year-over-year. Driven by strong organic growth of 17% and a 116% dollar-based net expansion rate, shares surged 25%. While profitability improved, GAAP net income included a significant one-time tax benefit. The company's valuation now stands at approximately $36.6 billion."
datetime: "2026-08-10T05:24:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/295361049.md)
  - [en](https://longbridge.com/en/news/295361049.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/295361049.md)
---

# Twilio Raised Its Full-Year Growth Guide to 18% and Posted Record Revenue of $1.5 Billion. The Stock Rose 25% in a Day.

**Twilio** (TWLO +24.89%) raised its 2026 outlook on Aug. 6. It now expects revenue to grow 18% to 18.5% this year, up from the 14% to 15% it guided just three months ago.

The raise came alongside $1.50 billion of second-quarter revenue, up 22% year over year and the highest quarterly total in Twilio's history -- the previous record was set only one quarter earlier. Shares soared about 25% on Friday, closing at $241.28.

![A stock chart rising.](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84ODI3MDMvYmx1ZS1kaWdpdGFsLXVwd2FyZC1hcnJvdy13b3JsZC1tYXAtZ2V0dHkuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

Image source: Getty Images.

The acceleration isn't an acquisition story. The gap between reported and organic growth is almost all carrier fees: $71 million from higher A2P charges on business text messages, which Twilio passes through at cost, against just $1.7 million of acquired revenue.

Organic growth, which strips both out, was 17% -- up from 16% in the first quarter, and far above the 9.5% to 10.5% full-year organic outlook management gave a quarter ago. That organic outlook now stands at 13% to 13.5%.

Existing customers are doing much of the work. Twilio's dollar-based net expansion rate reached 116% in the quarter, up from 108% a year ago, meaning existing customers as a group spent 16% more than they did a year earlier. That expansion is probably the best evidence the raise isn't just deal math.

Profitability is keeping up with the growth. Non-GAAP (adjusted) income from operations rose 29% year over year to $285 million, and free cash flow reached $353 million, up from $264 million. But most of the $1.07 billion of GAAP net income came from a one-time, non-cash tax benefit worth $5.91 per share, not from operations.

Expand

![Twilio Stock Quote](https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RXTE8ucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg)

## NYSE: TWLO

Twilio

Today's Change

(24.89%) $48.08

Current Price

$241.28

### Key Data Points

Market Cap

$37BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.

Day's Range

$227.02 - $254.50

52wk Range

$91.84 - $254.50

Volume

8.1M

Avg Vol

2.4M

Gross Margin

50.83%

So, can the growth hold? Twilio's own third-quarter guidance is more modest, calling for 16% to 16.5% reported growth and 11% to 12% organic. The full-year raise leans on the first half's strength rather than promising further acceleration.

And the stock is no longer cheap. After Friday's jump, the whole company is valued at about $36.6 billion -- roughly 32 times the free cash flow its raised outlook calls for this year.

The quarter showed a base business speeding up, and the new guide made it official. At the new price, investors are paying for that speed to continue.

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