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TWLO · Q2 2026
Archived report (Q2 2026). Latest deep dive →
The quarter in brief
Revenue grew 22.0% y/y to $1.50B, operating margin 5.6% vs 3.0%, net income $1.07B (+4659.4% y/y).
Net income attributable to common stockholders
$1,067M
up ×48 y/y
Revenue
$1,499M
up 22.0% y/y
Income from operations
$84.5M
up 129% y/y
Gross profit
$726M
up 20.4% y/y
All figures in $M.
| Line item | Amount and change |
|---|---|
| Revenue | $1,499 · +22.0% |
| Cost of revenue | $773 · +23.6% |
| Gross profit | $726 · +20.4% · 48.4% margin |
| Research and development | $273 · +12.2% |
| Sales and marketing | $217 · −1.8% |
| General and administrative | $118 · +16.6% |
| Impairment loss on prepaid assets | $32.8 · vs $0 |
| Income from operations | $84.5 · +129% · 5.6% margin |
| Share of losses from equity method investment | $24.3 · −3.5% |
| Other income, net | $15.3 · −29.8% |
| Income before benefit from income taxes | $75.5 · +125% |
| Income Tax Benefit | $992 |
| Net income attributable to common stockholders | $1,067 · ×48 · $6.68/sh · 71.2% margin |
Verdict: revenue grew 22.0% y/y to $1.50B, operating margin 5.6% vs 3.0%, net income $1.07B (+4659.4% y/y).
Organic revenue growth was 17% year-over-year.
Source and notation
Source: Twilio press release, 8-K EX-99.1 of 08/06/2026 (SEC EDGAR). Every figure was matched against the income statement in the release and checked against SEC XBRL.
Open as an image: TWLO, Q2 2026 (PNG) ↗ · for sharing and presentations · free to reuse, CC BY 4.0
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Chart: “TWLO Q2 2026: where the revenue went” by Who Reports Today, https://whoreportstoday.com/t/twlo/q2-2026. Licensed under CC BY 4.0.
<figure> <a href="https://whoreportstoday.com/t/twlo/q2-2026"><img src="https://whoreportstoday.com/t/twlo/q2-2026/sankey.png" alt="TWLO Q2 2026: where the revenue went" loading="lazy" style="max-width:100%;height:auto"></a> <figcaption>Source: <a href="https://whoreportstoday.com/t/twlo/q2-2026">Who Reports Today</a>, licensed under <a href="https://creativecommons.org/licenses/by/4.0/">CC BY 4.0</a></figcaption> </figure>
https://whoreportstoday.com/t/twlo/q2-2026/sankey.png
<a href="https://whoreportstoday.com/t/twlo/q2-2026">TWLO Q2 2026 earnings chart (Who Reports Today)</a>
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- GAAP income from operations was $84.5 million, up 129% year-over-year.
- Gross margin was 48.4% vs 49.1% a year earlier.
- Operating income was $84.5M, a 5.6% margin vs 3.0% a year earlier.
- Diluted EPS was $6.68 vs $0.14 a year earlier.
What distorts the picture in this report and what to watch beyond the headlines.
TWLO — a cloud communications company whose APIs and software let businesses build messaging, voice, email, video and user verification into their apps, along with customer data tools such as Segment.
It reports one segment and charges mostly by usage (messaging, voice, authentication) and by subscription (email, Segment). · Source: annual report (Form 10-K, SEC)
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