TWILIO INC
Twilio reported Q2 2026 revenue of $1.50B, up 22% reported and 17% organic year over year, with non-GAAP gross profit of $736M and free cash flow of $353M. Non-GAAP operating income was $285M (19% margin). Q3 guidance calls for $1.505B to $1.515B revenue and $285M to $295M non-GAAP operating income. Full-year 2026 revenue growth guidance was raised.
Stafman Andrew sold 500,000 indirectly-held shares of TWILIO INC (TWLO) at $247.08 ($123.54M total) on 2026-08-12.
ROTTENBERG ERIKA sold 3,500 indirectly-held shares of TWILIO INC (TWLO) at an average of $251.82 ($249.17–$254.78, $0.88M total) across 6 trades on 2026-08-10 under a Rule 10b5-1 trading plan.
Over the past 7 days, alphai's AI scored 3 news stories mentioning TWLO (TWILIO INC). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.
Recent TWLO coverage spans earnings, market movers and insider activity.
In the last 30 days, TWLO insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($124.4M). The most active reporter was ROTTENBERG ERIKA with 6 filings. 86% of those filings were made under pre-arranged Rule 10b5-1 plans.
Guidance raises and accelerating gross profit growth suggest improving fundamentals, with pass-through carrier fees still pressuring customer finances.
Large director open-market sale is a sentiment signal, but it is not a fundamental change by itself.
This is a routine insider sale disclosure, not a fundamental company update, but it can slightly affect near-term sentiment and positioning.
Conference commentary provides fresh, decision-relevant datapoints on growth mix, margin trajectory, and forward organic revenue guidance.
Guidance raises and margin headwinds from carrier pass-through fees create a two-sided setup for TWLO, with upside tied to cross-sell and AI adoption.
alphai scores every news story that mentions TWLO with an AI model for sentiment and relevance, and aggregates insider trades from TWILIO INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
Twilio reported Q2 2026 revenue of $1.50B, up 22% reported and 17% organic year over year, with non-GAAP gross profit of $736M and free cash flow of $353M. Non-GAAP operating income was $285M (19% margin). Q3 guidance calls for $1.505B to $1.515B revenue and $285M to $295M non-GAAP operating income. Full-year 2026 revenue growth guidance was raised.
7 min readStafman Andrew sold 500,000 indirectly-held shares of TWILIO INC (TWLO) at $247.08 ($123.54M total) on 2026-08-12.
1 min readROTTENBERG ERIKA sold 3,500 indirectly-held shares of TWILIO INC (TWLO) at an average of $251.82 ($249.17–$254.78, $0.88M total) across 6 trades on 2026-08-10 under a Rule 10b5-1 trading plan.
2 min readTwilio (TWLO) discussed its shift to communications infrastructure at Canaccord Genuity’s Growth Conference. It reported Q2 organic revenue growth in the high teens, messaging up 18% excluding carrier fees, voice above 20%, and Verify and self-serve each up more than 30%. Gross profit dollars rose 18% and non-GAAP operating margins approached 20%. Q3 guidance calls for 11% to 12% organic growth.
7 min readTwilio reported Q2 dollar-based net expansion of 116%, with incremental U.S. carrier fees adding about 5 percentage points, and said multi-product customers drove accelerating revenue growth. It launched a next-gen conversational platform and redesigned Console, citing >90% conversion uplift. Incremental carrier pass-through fees were $71 million, lowering non-GAAP gross margin to 49.1%. Twilio raised full-year outlook, including organic revenue growth to 13%-13.5%.
7 min readTwilio raised its full-year 2026 revenue growth outlook to 18% to 18.5% from 14% to 15% and reported record Q2 revenue of $1.5 billion, up 22% year over year. Organic growth was 17%. Non-GAAP operating income rose to $285 million and free cash flow to $353 million. Shares rose about 25% to $241.28.
6 min readSimply Wall St reports Twilio (TWLO) rose about 22.3% after it raised its 2026 guidance and completed a $1.2B share buyback, according to the company and market reaction. The piece is framed as general commentary and does not provide a buy or sell recommendation.
2 min readTwilio (TWLO) reported Q2 2026 sales of $1,499.09m versus $1,228.43m a year earlier, with net income of $1,067.21m versus $22.42m. It raised Q3 revenue guidance to $1.505b-$1.515b and FY2026 growth to 18%-18.5%. From Apr 1 to Aug 6 it repurchased 497,845 shares for $91.8m. Shares rose ~25%-30% after results.
6 min readAug. 7 stocks rose after July jobs data surprised with fewer payroll cuts. The S&P 500 gained 0.62% to 7,758, Nasdaq rose 1.30% to 26,691, and Dow added 0.28% to 54,037. Atlassian surged 35% and Twilio rose 25% on quarterly results; Airbnb jumped after an earnings beat, while Trade Desk fell. Gold rose 2.31% and the 10-year yield eased to 4.65%.
6 min readUS stocks ended higher as a weak jobs report eased fears of an imminent rate hike. Oil rose on expectations of a partial Iran-Oman Strait of Hormuz reopening, though Reuters said US port blockades would lift only after a deal. Bloomberg Intelligence projects Q2 earnings up 23% and 86% of S&P 500 firms beat estimates. Microchip, Atlassian, and Airbnb led movers.
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