Twilio delivered a strong second quarter for 2026, significantly outperforming its own guidance and analyst estimates. The company reported accelerated organic growth and record profitability, driven by its infrastructure for AI-powered customer engagement. Management raised its full-year 2026 guidance across all key metrics including revenue growth, operating income, and free cash flow.
Key Highlights
- Organic revenue growth reached 17% year-over-year, beating the previous management guidance range of 10% to 11%.
- Dollar-Based Net Expansion Rate improved to 116%, up from 108% in the second quarter of 2025.
- Non-GAAP income from operations grew 29% year-over-year to $284.6 million, representing a 19% operating margin.
- Management raised full-year 2026 organic revenue growth guidance to a range of 13% to 13.5%, up from the previous outlook of 9.5% to 10.5%.