The financials
Twilio Inc. by the numbers
Twilio Inc. (TWLO) reported revenue of $1.50B in Q2 2026 (quarter ended June 30, 2026), up 22% from the same quarter a year earlier. That came with a gross margin of 48% and net income of $1.07B (71% of revenue). For the full year FY2025, revenue was $5.07B (+14% year on year) and net income $34M. Its largest segment in 2025-Q2 was Communications at $1.15B, 94% of the disclosed total, just ahead of Twilio at 6.1%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $1.50B | $1.23B | +22% |
| Gross profit | $726M | $603M | +20% |
| Operating income | $85M | $37M | +129% |
| Net income | $1.07B | $22M | +4659% |
| Diluted EPS | $6.68 | $0.14 | +4671% |
| Operating | Revenue | Share |
|---|---|---|
| Communications | $1.15B | 94% |
| Twilio | $75M | 6.1% |
Business Segments
Revenue split by operating segment, from SEC XBRL filings.
Latest period: Q2 2025Total $1.23B (+4.8%)
Communications grew +14% year on yearTwilio +0.36% year on year
Segment Latestquarter on quarteryear on year
- Communications$1.15B$1.15BQoQ +5.1%year on year +14%+5.1%+14%
- Twilio$75.5M$75.5MQoQ -0.25%year on year +0.36%-0.25%+0.36%
Software - Infrastructure
Ranks #50 of 78 by Smart Score