Shares of Twilio surged 24.9% following Q2 2026 results, driven by stronger-than-expected revenue growth and accelerating non-GAAP gross profit expansion, alongside robust client adoption of new AI-powered conversational products.
- Reported $1.5 billion in revenue with 17% year-over-year organic growth, indicating accelerating top-line momentum.
- Non-GAAP gross profit grew 18% year-over-year, outpacing revenue growth and supporting operational leverage.
- Generated $285 million in non-GAAP income from operations and $353 million in free cash flow, underscoring solid cash generation.
- Successfully launched the next-generation conversations layer platform and redesigned Twilio Console, driving multiproduct adoption and increased customer engagement.
- Secured multiple large-scale deals, including 7- and 8-figure contracts with clients across industries, validating demand for Twilio’s AI-enhanced communication infrastructure.
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