TWLO
TwilioPrevious close
282.66
Change
−6.81 / −2.35%
P/E (TTM) ?
38.7
Market Cap
$44.5B
1M
+24.33%
S&P 500 +1.81% over same period
Volume / Avg Volume
1.9M / 6.6M
0.29× average
Latest earnings analysisFY2026 Q2Reported 2026-08-06
Twilio Q2 FY26: revenue up 22%, but GAAP EPS $6.68 is a tax artifact
Twilio's quarter was strong on the top line and messy on the bottom line, which is why the view is Neutral rather than Bearish. Revenue rose 22.0% to $1.50 billion and free cash flow hit $352.6 million, but GAAP EPS of $6.68 is mostly a $5.91 non-cash tax benefit; the non-GAAP figure was $1.47. Next quarter's guide implies growth slowing to 16.0% reported and 11.0%–12.0% organic.
Read the full analysis →Revenue$1.50BYoY +22.00%
EPS (non-GAAP)$1.47Beatest. $1.34
Next-quarter revenue guidance$1.51B ±0.33%YoY +0.70%
Next-day move−0.01%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-06 | $1.5B | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-04-30 | $1.4B | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-12 | $5.1B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-10-30 | $1.3B | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-07 | $1.2B | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-01 | $1.2B | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 10 of its 5-year rangeCheap
5-year range 32.2 – 1,128.6 · Median 354.8
Last 4 quarters: $869M in buybacks + $0 in dividends, 1.95% of market cap combined
P/E (TTM)
38.7
P/B
5.0
P/S
8.0
PEG
0.01
Earnings Reaction
Over the last 6 reports, the stock moved ±2.2% on average on the first trading day after, rising 3 times
Most recent −0.01%
Volatility & Correlation
1-year beta 1.26 · Correlation with S&P 500 0.25Tracks the market
Annualized volatility 63% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 1 · $4.2MNet selling $4.2M
- 10-05Shipchandler KhozemaChief Executive OfficerSell$4.2M14,442 shares · 7 trades · Avg price 291.03
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 1.50 | +22.0% | 48.4% | 1.07 | 6.68 |
| FY2026 Q1 | 1.41 | +20.0% | 48.6% | 0.09 | 0.57 |
| FY2025 Q4 | 1.37 | +14.3% | 48.5% | -0.05 | -0.28 |
| FY2025 Q3 | 1.30 | +14.7% | 48.6% | 0.04 | 0.23 |
| FY2025 Q2 | 1.23 | +13.5% | 49.1% | 0.02 | 0.14 |
| FY2025 Q1 | 1.17 | +12.0% | 49.6% | 0.02 | 0.12 |
| FY2024 Q4 | 1.19 | +11.0% | 50.2% | -0.01 | -0.10 |
| FY2024 Q3 | 1.13 | +9.7% | 51.0% | -0.01 | -0.06 |
| FY2024 Q2 | 1.08 | +4.3% | 51.3% | -0.03 | -0.19 |
| FY2024 Q1 | 1.05 | +4.0% | 52.0% | -0.06 | -0.31 |
| FY2023 Q4 | 1.08 | +5.0% | 49.4% | -0.36 | -2.01 |
| FY2023 Q3 | 1.03 | +5.2% | 50.0% | -0.14 | -0.78 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| TWLO | 38.7 | +22.0% | 48.4% | +24.33% | Bullish |
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| AVGO | 45.1 | +85.5% | 69.1% | −2.01% | Bullish |
| MU | 13.7 | +379.3% | 86.8% | +1.41% | Bullish |
| AMD | 154.3 | +50.1% | 53.8% | +15.13% | Bullish |
| INTC | — | +25.4% | 40.4% | −1.54% | Bullish |
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