Second-quarter revenue grew 22% as the company lifted its 2026 organic growth target to between 18% and 18.5%.
Twilio shares rose 21.7% after the company reported second-quarter revenue growth of 22% year-on-year and raised its full-year 2026 organic growth outlook. Demand expanded across messaging, voice, and software add-ons tied to artificial intelligence communications.
The company increased its 2026 revenue growth forecast to a range between 18% and 18.5%. The upgraded guidance reflects higher usage from AI agents, including Meta's Muse, which rely on Twilio as digital communications infrastructure for automated customer interactions.
Twilio faces an evolving product mix as higher-volume messaging carries lower gross margins than its software add-ons. Meanwhile, more cautious analyst projections estimate Twilio could generate about $7.2 billion in revenue and around $518 million in earnings by 2029.
Share prices can rise and fall. Past performance does not guarantee future results. This article is news, not investment advice.
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