Filing Flows › Twilio (TWLO) › Q2 2026
Twilio (TWLO) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 7, 2026
Twilio (TWLO) reported revenue of $1.5B for the second quarter 2026 (Q2 2026), +22% from a year earlier and +7% from the quarter before. Operating margin was 5.6%, net earnings $1.1B (71.2% of revenue).
Twilio, Q2 2026: revenue $1.5B (+22% year over year), operating margin 5.6%, net earnings $1.1B, operating cash flow $372M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.5B | +7% | +22% |
| Gross profit | $726M | +6% | +20% |
| Operating profit | $84.5M | -21% | +129% |
| Net earnings | $1.1B | 12× | 48× |
| Operating cash flow | $372M | +143% | +34% |
| Free cash flow | $353M | — | +34% |
What changed
Revenue was $1.5B in Q2 2026, up 22% year over year and up 7% from the previous quarter.
Gross margin was 48.4%, down 0.6 points from Q2 2025. Operating profit was $0.08B, a 5.6% margin (up 2.6 points year over year). Of the extra revenue versus Q2 2025, 18% reached operating profit, above the 3% margin then. Operating expenses grew 13% against revenue growth of 22%. The fastest-growing cost line was General & admin (+17%). Net earnings were $1.1B, up 4659% year over year. The tax line was a benefit of $1.0B on pre-tax earnings of $0.08B.
Operating cash flow was $0.37B (up 34% year over year), 35% of net earnings. Non-cash charges added back $0.03B of depreciation and amortization and $0.14B of share-based compensation. Working capital and other items used $0.87B. After capitalized software development costs ($0.02B) and purchase of long-lived assets ($3.1M), free cash flow as the company reports it was $0.35B.
Questions
What was Twilio's revenue in the second quarter 2026?
Twilio (TWLO) reported revenue of $1.5B for the second quarter 2026 (Q2 2026), +22% from a year earlier and +7% from the quarter before.
Was Twilio profitable in the second quarter 2026?
Operating profit was $84.5M (5.6% of revenue) and net earnings $1.1B.
Source: Twilio 10-Q on SEC EDGAR.