Twilio is trading 18.01% up at $228 after its August 6, 2026 second-quarter report beat expectations, with revenue reaching $1.50 billion and organic growth accelerating to 17%.
- Management raised full-year reported revenue growth guidance to 18%-18.5% from 14%-15% and organic growth guidance to 13%-13.5%.
- It also increased operating-income and free-cash-flow targets; the upbeat company-specific catalyst is outweighing weakness across software stocks pre-market.