This Week in Startups · Friday, August 7, 2026
Twilio's stock experienced a significant surge following a strong Q2 2026 report, with revenue exceeding estimates and full-year guidance sharply increased. The company reported $1.5 billion in revenue, a 22% year-over-year increase, and adjusted EPS of $1.47, beating consensus. This performance was driven by record free cash flow and accelerating organic growth.
“Twilio shares are surging up to 31% to near 52 week highs after the company delivered a blowout Q2 2026 report and sharply raised full year guidance, revenue of a d, uh, revenue of $1.5 billion. Top estimates grew 22% year over year, that's 17% organic, while adjusted EPS of, uh, $1.47, beat consensus by over 11%, driven by record free cash flow of $352.6 million and accelerating organic growth.”
“So it's becoming a money printing machine. They have free cash flow. That means they could buy their stock back or they could acquire companies.”
“So I think that they, uh, are turning this around because they have embraced AI fully. And that's really what all these SAS companies need to do if they want to survive.”