Outlook
For the second quarter ended June 30, 2026, Twilio is initiating a revenue range of $1.420 to $1.430 billion, which implies a reported revenue growth range of 15.5% to 16.5% and an organic revenue growth range of 10% to 11% year-over-year. In addition, Twilio is initiating a second quarter non-GAAP income from operations range of $250 to $260 million. Lastly, Twilio expects second quarter non-GAAP diluted earnings per share in a range of $1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million.
| Dollars and shares in millions, except per share amounts | Q2 2026 Guidance | |
| Revenue | $1,420 - $1,430 | |
| Y/Y Revenue Growth | 15.5% - 16.5% | |
| Y/Y Organic Revenue Growth | 10% - 11% | |
| Non-GAAP income from operations | $250 - $260 | |
| Non-GAAP diluted earnings per share (1) | $1.27 - $1.32 | |
| Non-GAAP weighted average diluted shares outstanding | 157 |
| (1) | Non-GAAP diluted earnings per share guidance assumes no impact from vol |
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