Twilio's stock has surged over 80% year-to-date following a strong Q2 earnings beat and raised full-year 2026 guidance. The company now expects 13%–13.5% organic revenue growth and 18%–18.5% total revenue growth, with free cash flow margin guidance increased to 19.1%. Most of the guidance boost is organic, with only a small portion due to carrier fee pass-throughs. Trading at around $250 per share, Twilio's valuation has quickly shifted from a value stock to one priced for AI growth potential amid a broader software sector rebound.
Twilio Inc. reported second-quarter results that exceeded analyst expectations on both revenue and profit. This strong performance, driven by accelerating revenue growth and improving profitability, has led to a significant stock price rally, with sh...
Software stocks experienced significant volatility last week amid investor uncertainty about AI's impact on the sector. Airtable was acquired at a fraction of its peak value, while HubSpot and Datadog shares fell sharply after earnings. However, Atla...
Twilio reported better-than-expected Q2 results with adjusted earnings of $1.47 per share versus $1.32 expected, and revenue of $1.50 billion, up 22% year-over-year. The company showed strong organic revenue growth of 17% and significant profit incre...
