Twilio Inc【TWLO】株式ニュース

La plateforme de nouvelle génération de Twilio : une couche d’infrastructure pour chaque conversation à l’ère de l’IA agentiqueMay 7, 2026 7:21 PM
Business Wire Les nouvelles fonctionnalités de la plateforme permettent d’orchestrer des conversations riches en contexte, grâce à une mémoire persistante partagée sur plusieurs canaux, aussi bien pour les utilisateurs humains que pour les agents d’IA. Conversation Memory, Conversation Orchestrator, Conversation Intelligence et Agent Connect forment le système nerveux de l’engagement client moderne. Twilio (NYSE : TWLO), l’infrastructure de référence pour l’engagement client à l’ère de l’IA, a donné le coup d’envoi de sa conférence utilisateurs SIGNAL en dévoilant les fonctionnalités de sa plateforme de nouvelle génération conçues pour l’ère des agents. Désormais disponibles pour tous, Conversation Memory, Conversation Orchestrator, Conversation Intelligence et Agent Connect s’articulent pour transformer des interactions fragmentées en conversations continues, intelligentes et personnalisées, fluides entre les humains, les agents et les systèmes. « L’ère des agents est désormais une réalité. Les agents prennent part aux conversations aux côtés des personnes qu’ils représentent, et l’engagement client moderne exige une infrastructure capable de répondre aux besoins des uns comme des autres, avec la même exigence de qualité et de performance », a déclaré Khozema Shipchandler, PDG de Twilio. « La nouvelle plateforme de Twilio constitue la couche d’infrastructure fondamentale qui rend chaque conversation persistante, contextualisée et exploitable, garantissant ainsi que chaque interaction s’inscrive dans une relation continue et cohérente », a-t-il ajouté. Une couche d’infrastructure au service de chaque conversation Toute entreprise repose sur des conversations. Pourtant, aujourd’hui, nombre d’interactions se déroulent sans véritable continuité contextuelle. Les clients exposent leur problème via le chat, puis doivent le répéter lors d’un appel avec un agent qui reprend la discussion sans connaissance des échanges précédents. L’interaction s’achève, et le cycle recommence : la suivante débute comme si aucune relation n’avait jamais existé. Les mises à jour de la plateforme Twilio répondent directement à ces enjeux grâce aux éléments suivants : une mémoire persistante à travers chaque interaction un contexte en temps réel qui accompagne la conversation une orchestration intelligente sur l’ensemble des canaux et pour tous les intervenants, qu’ils soient humains ou agents d’IA. Ainsi, les fonctionnalités enrichies de Twilio garantissent que les conversations clients ne repartent jamais de zéro, qu’elles s’inscrivent dans une mémoire continue et qu’elles demeurent cohérentes sur l’ensemble des canaux. « La plupart des marques continuent de traiter chaque échange avec un client comme s’il s’agissait d’une première interaction », a déclaré Inbal Shani, directrice des produits et responsable de la R&D chez Twilio. « Twilio transforme cette approche au niveau même de l’infrastructure, afin que chaque entreprise qui s’appuie sur sa plateforme puisse mémoriser, apprendre et réagir comme si elle connaissait véritablement ses clients », a-t-elle ajouté. Parmi les nouvelles fonctionnalités qui rendent possibles ces conversations riches en contexte figurent : Twilio Conversation Memory : Cette solution assure une mémoire persistante à chaque interaction en extrayant et en conservant l’historique, les préférences, les comportements et l’état conversationnel du client sur l’ensemble des canaux. Conversation Memory permet à chaque échange de reprendre précisément là où le précédent s’est arrêté, évitant ainsi aux clients d’avoir à se répéter et garantissant que chaque agent, qu’il soit humain ou d’IA, intervienne au bon moment et avec le contexte approprié. Twilio Conversation Orchestrator : Il transforme des appels et messages isolés en une conversation unique et continue. Véritable couche unifiée pour l’engagement multicanal et multi-agents, Conversation Orchestrator assure le routage, l’escalade, la gestion des états et des transferts fluides entre intervenants humains et agents d’IA. Grâce à Conversation Orchestrator, les entreprises peuvent préserver une conversation cohérente et ininterrompue, quel que soit le nombre de canaux, d’agents ou de systèmes mobilisés. Twilio Conversation Intelligence : Le succès des solutions Conversation Relay et Conversational Intelligence a révélé une demande croissante des entreprises pour que Twilio joue un rôle élargi dans l’orchestration d’expériences d’IA indépendantes des modèles. Entièrement repensée et intégrée aux dernières fonctionnalités de la plateforme, Conversational Intelligence s’appuie sur des opérateurs linguistiques fondés sur l’IA générative pour transformer les conversations en direct en informations exploitables en temps réel. Ces capacités renforcent l’efficacité des agents humains et déclenchent des actions immédiates, telles que l’activation de workflows automatisés sur les canaux vocaux et de messagerie. Twilio Agent Connect : Il connecte directement les agents et modèles d’IA des entreprises aux canaux vocaux et de messagerie de Twilio afin de permettre des conversations en temps réel. Cadre open source, auto-hébergé et indépendant des modèles, Agent Connect prend en charge la complexité technique des communications, notamment la diffusion vocale en temps réel, la gestion des sessions et des identités, ainsi que l’intégration des agents. Les entreprises bénéficient ainsi d’une flexibilité totale pour sélectionner et remplacer leurs agents et modèles d’IA sans avoir à modifier l’intégration de leurs canaux Twilio ni l’architecture de leurs applications. Les nouvelles fonctionnalités de la plateforme sont conçues pour répondre aux enjeux d’engagement client à l’échelle de l’ensemble de l’entreprise, tout en s’intégrant de manière fluide aux infrastructures technologiques existantes. « Au cœur de la convergence entre le CPaaS, le CCaaS, les CDP et l’IA, Twilio redéfinit ce qu’est une véritable plateforme d’engagement client (CEP) : une plateforme capable de mémoriser, de s’adapter et d’orchestrer l’ensemble des points de contact. Cette alliance entre vision stratégique, excellence d’exécution et valorisation de l’écosystème consolide la position de Twilio au sommet de son marché », a déclaré Mila D’Antonio, analyste principale en charge de l’engagement client chez Omdia. Une expérience client réinventée Afin d’optimiser l’expérience client sur sa plateforme, Twilio a entièrement repensé sa console. Désormais disponible pour tous, la nouvelle Twilio Console constitue un point d’accès unique, offrant aux clients un espace centralisé pour se connecter, explorer les produits et piloter leurs opérations de communication. Cette évolution s’accompagne du lancement de Workbench, un espace de travail dédié conçu pour optimiser la productivité des développeurs, ainsi que d’un assistant d’IA intégré offrant une assistance en temps réel. Les clients, qu’ils soient nouveaux ou existants, peuvent désormais tester les produits Twilio directement depuis l’interface, simplifiant ainsi la découverte de nouvelles fonctionnalités tout en centralisant la gestion de la conformité et de la facturation au sein d’un même centre de pilotage. Un élargissement des canaux et des partenaires de confiance Outre ces nouveaux composants de la plateforme, Twilio a annoncé aujourd’hui : Twilio Email (disponibilité générale) : Disponible dans la nouvelle Twilio Console, Twilio Email est une fonctionnalité de messagerie électronique simplifiée, pensée pour les développeurs et reposant sur la technologie SendGrid. Elle s’adresse aux équipes souhaitant intégrer l’e-mail à leurs workflows multicanaux existants et permet d’ajouter à leurs applications une solution de messagerie évolutive, à forte délivrabilité, sans la complexité liée à la gestion d’outils et de fournisseurs distincts. Twilio Email ne remplace pas Twilio SendGrid, qui demeure une plateforme de référence pour l’envoi d’e-mails transactionnels et marketing à haut volume. Mises à jour de l’IA vocale : Conversation Relay bénéficie d’évolutions majeures, notamment l’introduction de workflows vocaux conformes aux normes PCI (Payment Card Industry), l’intégration native du modèle de reconnaissance vocale en temps réel Flux de Deepgram — permettant une détection intelligente des tours de parole fondée sur la compréhension sémantique — ainsi que le lancement de Conversation Relay Insights, qui offre un accès programmatique via API aux indicateurs de latence et de qualité. Résidence des données pour les SMS dans l’UE (bêta publique) : offre aux entreprises la possibilité de gérer et d’héberger les données personnelles associées aux SMS au sein de l’Union européenne. Fournisseur pour Apple Messages for Business (bêta privée) : Apple Messages for Business (AMB) permet aux consommateurs d’entrer en contact avec les marques aussi simplement qu’ils envoient des messages à leurs proches, via l’application Messages native déjà installée sur leur iPhone, Mac ou iPad. En tant que fournisseur AMB, Twilio agit comme passerelle officielle entre les consommateurs et les entreprises, permettant l’orchestration des agents d’IA, la diffusion de contenus enrichis et la gestion du support au sein d’un environnement unifié. Partenaire de lancement de Stripe Projects : Annoncé lors des Stripe Sessions à la fin du mois d’avril, Twilio rejoint Stripe Projects, permettant aux développeurs et aux agents d’IA d’approvisionner et d’intégrer Twilio de manière transparente au sein de Stripe Projects, aux côtés d’autres services, dans un flux de travail CLI unique et programmable. Cette intégration inclut une facturation centralisée ainsi qu’une gestion simplifiée des identifiants. Expérience clients et partenaires dans le cadre de la bêta privée Les nouvelles fonctionnalités de la plateforme Twilio sont accessibles aux clients de la bêta privée depuis janvier 2026. Des marques de renom telles que Car Finance 247, Centerfield et Constellation Dealerships ont toutes constaté des avantages immédiats dès leurs premières mises en œuvre.Les partenaires de Twilio — parmi lesquels Apply Digital, AWS, Blacc Spot, Ciptex, Zennify et d’autres encore — ont participé à un programme rigoureux de bêta privée et d’accompagnement, leur permettant d’être opérationnels pour déployer ces fonctionnalités auprès de leurs clients dès le premier jour. « Pour Centerfield, la performance se mesure à la capacité de chaque interaction à faire progresser le client dans son parcours. Nous captons chaque conversation en temps réel et exploitons les informations dont nous disposons déjà sur le client pour orienter nos agents et nos systèmes d’IA au moment opportun. Grâce à la plateforme Twilio — notamment Conversation Orchestrator, Conversation Memory et Conversation Intelligence — nous identifions les leviers qui influencent les conversations. Cela nous permet de systématiser ce qui fonctionne, d’éliminer ce qui ne fonctionne pas et d’améliorer en continu les performances à grande échelle. » - Aniketh Parmar, directeur technique (Chief Technology Officer) chez Centerfield « La vision de Twilio, fondée sur l’orchestration de conversations riches en contexte, redéfinit en profondeur l’engagement client en transformant chaque interaction en un parcours fluide et hautement personnalisé. Chez Ciptex, nous sommes enthousiastes à l’idée d’accompagner nos clients dans l’adoption de ces innovations afin de créer des connexions plus intelligentes et plus pertinentes, à une échelle jusqu’alors inatteignable. » - Tom Kharchi, directeur des revenus de Ciptex « Nous sommes fiers de présenter une solution transformative appelée à redéfinir notre secteur et à étendre notre empreinte mondiale à l’ensemble des concessions Constellation. La valeur de ce partenariat est manifeste : notre équipe est passée de l’évaluation de l’infrastructure d’agents de Twilio à l’obtention de résultats mesurables en quelques jours seulement. Cette rapidité de mise en valeur illustre l’agilité et la capacité d’innovation indispensables pour faire entrer le secteur des concessions dans une nouvelle ère. » - Richard Pineault, directeur de la recherche et du développement chez Constellation Dealerships « Meera.ai collabore avec Twilio depuis sa création afin de promouvoir un avenir du commerce centré sur la conversation. À mesure que le secteur évolue vers des interactions en temps réel rendues possibles par les modèles de langage de grande taille (LLM), la plateforme de Twilio et les nouveaux produits Conversations nous permettront d’interagir avec nos clients au moment opportun. Nous sommes fiers de faire évoluer cette mission aux côtés de Twilio. » - Vivek Zaveri, directeur général de Meera.ai Élargissement des capacités de la plateforme La plateforme Twilio continuera d'étendre ses capacités pour répondre directement aux nouveaux enjeux métier en matière d'authentification, de vérification d'identité, de gouvernance et d'observabilité. À mesure que les agents gagneront en autonomie et commenceront à agir et à réaliser des transactions pour le compte de particuliers et d'entreprises, la plateforme Twilio, indépendante des modèles, extensible et neutre vis-à-vis des applications, accompagnera les organisations tout au long de leurs interactions clients, quel que soit le modèle alimentant leurs agents ou le système à l'origine du flux de travail. « Les dernières fonctionnalités de la plateforme Twilio constituent une couche d’infrastructure de confiance au service des conversations, leur conférant un caractère contextuel, persistant et personnalisé sur l’ensemble des canaux et pour chaque intervenant, qu’il soit humain ou agent d’IA », a déclaré Paul Nashawaty, analyste principal chez theCUBE Research.« Cette base devient d’autant plus stratégique à mesure que l’IA conversationnelle change d’échelle : 85 % des consommateurs ont déjà interagi avec des agents d’IA ces derniers mois1 , et 68 % d’entre eux attendent une expérience fluide et cohérente sur l’ensemble des canaux 2. Cette évolution contraint les entreprises à unifier leurs communications, leurs données et leurs capacités d’analyse au sein d’une couche d’engagement unique et interopérable. » À propos de Twilio SIGNAL San Francisco 2026 Twilio SIGNAL, qui se tiendra les 6 et 7 mai à San Francisco, réunira des développeurs, des dirigeants d’entreprise, des innovateurs et des créateurs venus d’entreprises de premier plan pour deux journées consacrées au réseautage et à des sessions pratiques autour des grands enjeux de l’engagement client. Parmi les intervenants principaux de cette édition figurent des dirigeants de grandes marques telles que Centerfield, Nestlé, Rivian, la PGA of America, Stripe et United Way. La conférence accueillera également Mark Rober, ancien ingénieur de la NASA, YouTuber et fondateur de CrunchLabs, ainsi que Bret Taylor, cofondateur et directeur général de Sierra AI. Twilio SIGNAL proposera plus de 50 sessions thématiques ainsi que de nombreuses occasions de réseautage avec des experts et des clients de Twilio. Les discours d’ouverture seront diffusés en direct et resteront accessibles à la demande après l’événement sur signal.twilio.com. 1. Nashawaty, P. (juin 2025). AppDev Done Right Summit: Speed, resilience, and sustainability (Sommet « AppDev Done Right » : Rapidité, résilience et durabilité) 2. Nashawaty, Paul. AppDev Done Right 2025 . theCUBE Research, 2025. À propos de Twilio Twilio (NYSE: TWLO) est l’infrastructure de référence pour l’engagement client à l’ère de l’IA. En combinant des capacités mondiales de communication, de mémoire et d’orchestration de l’IA avec des fonctionnalités d’identité, de gouvernance et d’observabilité, Twilio permet aux entreprises d’offrir des conversations continues, contextualisées, personnalisées et sécurisées sur l’ensemble des canaux et pour chaque intervenant, qu’il soit humain ou agent d’IA. Présente dans plus de 180 pays, la plateforme mondiale de Twilio est utilisée par des centaines de milliers d’entreprises parmi les plus innovantes — des sociétés du classement Fortune 500 aux start-up — ainsi que par des millions de développeurs. Elles s’appuient sur ses capacités de messagerie, de voix, d’e-mail et bien au-delà pour proposer des expériences client fiables, génératrices de résultats concrets. Pour en savoir plus sur Twilio, rendez-vous sur www.twilio.com. Déclarations prospectives Le présent communiqué de presse contient des déclarations prospectives, y compris, sans s’y limiter, des déclarations relatives aux attentes de Twilio concernant la conférence SIGNAL, le lancement de nouvelles offres et fonctionnalités produits, l’extension de la plateforme ainsi que la disponibilité future des produits. Il convient de ne pas se fier aux déclarations prospectives comme à des prévisions d’événements futurs. Celles-ci sont soumises à des risques connus et inconnus, à des incertitudes ainsi qu’à d’autres facteurs susceptibles d’entraîner un écart significatif entre nos résultats, performances ou réalisations effectifs et ceux décrits dans ces déclarations prospectives, notamment ceux exposés plus en détail dans nos plus récents documents déposés auprès de la Securities and Exchange Commission. Les déclarations prospectives reflètent nos convictions et hypothèses uniquement à la date à laquelle elles sont formulées, et nous n’assumons aucune obligation de les mettre à jour, sauf si la législation applicable l’exige. Le texte du communiqué issu d’une traduction ne doit d’aucune manière être considéré comme officiel. La seule version du communiqué qui fasse foi est celle du communiqué dans sa langue d’origine. La traduction devra toujours être confrontée au texte source, qui fera jurisprudence. Consultez la version source sur businesswire.com : https://www.businesswire.com/news/home/20260506383474/fr/ Contact médias :
Roman Skuratovskiy
press@twilio.com Original: La plateforme de nouvelle génération de Twilio : une couche d’infrastructure pour chaque conversation à l’ère de l’IA agentique

Twilio Announces First Quarter 2026 ResultsApril 30, 2026 4:05 PM
Business Wire

Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year

GAAP gross profit of $684 million, up 18% year-over-year

Non-GAAP gross profit of $697 million, up 16% year-over-year

GAAP Income from Operations of $108 million

Non-GAAP Income from Operations of $279 million

Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, reported financial results for its first quarter ended March 31, 2026.

“Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years,” said Khozema Shipchandler, CEO of Twilio. “Twilio’s performance is the result of a multi-year, companywide evolution that fundamentally transformed Twilio’s innovation velocity, GTM efficiency, and financial rigor and has led us to become a foundational infrastructure layer in the era of AI.”

First Quarter 2026 Financial Highlights

Revenue of $1.41 billion, up 20% year-over-year. Organic revenue growth was 16% year-over-year.

GAAP gross profit of $684.2 million, up 18% year-over-year.

Non-GAAP gross profit of $697.5 million, up 16% year-over-year.

GAAP income from operations of $107.7 million, up 366% year-over-year.

Non-GAAP income from operations of $278.9 million, up 31% year-over-year.

GAAP net income per share attributable to common stockholders, diluted, of $0.57 based on 157.8 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.12 based on 161.8 million weighted average shares outstanding in the first quarter of 2025.

Non-GAAP net income per share attributable to common stockholders, diluted, of $1.50 based on 157.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.14 based on 161.8 million non-GAAP weighted average shares outstanding in the first quarter of 2025.

Net cash provided by operating activities of $153.2 million and free cash flow of $132.3 million, compared with net cash provided by operating activities of $191.0 million and free cash flow of $178.3 million for the first quarter of 2025.

Key Metrics

Dollar-Based Net Expansion Rate of 114% for the first quarter of 2026 compared to Dollar-Based Net Expansion Rate of 107% for the first quarter of 2025.

5,558 employees as of March 31, 2026.

Dollars in millions, except per share amounts

Q1 2026

Results

Revenue

$1,407

Y/Y Revenue Growth

20%

Y/Y Organic Revenue Growth

16%

Amount

Margin

Y/Y Growth

GAAP gross profit

$684

49%

18%

Non-GAAP gross profit

$697

50%

16%

GAAP income from operations

$108

8%

366%

Non-GAAP income from operations

$279

20%

31%

Net cash provided by operating activities

$153

11%

Free cash flow

$132

9%

GAAP net income attributable to common stockholders

$90

Non-GAAP net income attributable to common stockholders

$236

GAAP net income per share attributable to common stockholders, diluted

$0.57

Non-GAAP net income per share attributable to common stockholders, diluted

$1.50

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the first quarter of 2026, Twilio repurchased $253.4 million in aggregate value of shares of common stock. To date, Twilio has completed approximately $1.1 billion of aggregate repurchases and has $892.0 million of the originally authorized amount available for future repurchases as of March 31, 2026.

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 volatility of foreign exchange rates.

For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previously, and its organic revenue growth range to 9.5% to 10.5% year-over-year compared with 8% to 9% previously. In addition, Twilio expects full-year non-GAAP gross profit growth to be similar to its organic revenue growth range. Lastly, Twilio is raising its 2026 non-GAAP income from operations range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously, and raising its 2026 free cash flow range to $1.08 billion to $1.10 billion compared to $1.04 billion to $1.06 billion previously.

Dollars in millions

FY26

Guidance

Y/Y Revenue Growth

14% - 15%

Y/Y Organic Revenue Growth

9.5% - 10.5%

Non-GAAP income from operations

$1,080 - $1,100

Free cash flow

$1,080 - $1,100

Conference Call Information

Twilio is hosting a Q&A conference call today, April 30, 2026, to discuss its first quarter 2026 financial results. The conference call will begin at 2:00 p.m. (PT) / 5:00 p.m. (ET), and investors and analysts should register for the webcast in advance by visiting https://edge.media-server.com/mmc/p/sfj2jo9i. The live webcast of the conference call, as well as a replay, and Twilio’s supplemental earnings presentation, will be available on the investor relations website.

Twilio uses its investor relations website, its X feed (@twilio) and its LinkedIn page as a means of disclosing material non-public information and for complying with its disclosure obligations under Regulation FD.

About Twilio Inc.

Today’s leading companies trust Twilio’s Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries and territories, millions of developers and hundreds of thousands of businesses use Twilio to create magical experiences for their customers. For more information about Twilio (NYSE: TWLO) visit www.twilio.com.

Forward-Looking Statements

This press release and the accompanying conference call contain forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “may,” “can,” “will,” “would,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “forecasts,” “potential” or “continue” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. Forward-looking statements contained in this press release and the accompanying conference call include, but are not limited to, statements about: our future financial and operating performance and outlook, including our expected financial and operating results, guidance and targets, including the assumptions underlying such guidance and targets; our anticipated strategies and business plans and our ability to successfully execute them; our ability to drive growth, profitability and free cash flow; our ability to maintain cost discipline and drive operating leverage; future investments and expenses; our expectations regarding carrier fees, and our related actions, and the impact of such fees on our financial and operating performance, including guidance; our expectations regarding our margins, including regarding price actions, product mix and growth in higher-margin products; our expectations regarding capital returns to shareholders, including share repurchases; our expectations regarding revenue from ISVs and self-serve customers; our expectations regarding our cross-sell, upsell and solution selling efforts; our pipeline of new business; the benefits our customers derive from our products; our ability to expand into new and existing markets; our innovation roadmap and the development, release and adoption of our products (and the timing thereof); the effects of our go-to-market efforts to drive profitable growth and capture market share; our expectations related to being a foundational infrastructure layer in the AI era; our expectations regarding our upcoming SIGNAL conference; and our expectations regarding the macroeconomic environment. You should not rely upon forward-looking statements as predictions of future events.

The outcome of the events described in these forward-looking statements is subject to known and unknown risks, uncertainties, and other factors that may cause our actual results, performance, or achievements to differ materially from those described in the forward-looking statements, including, among other things: the impact of global economic and political conditions and uncertainties; the accuracy of our forecasts and metrics; fluctuations in our results of operations and the levels of our customers’ usage of our platform; our ability to attract and retain customers and expand their usage of our platform; our ability to develop new products and integrate our products with third-party products effectively; our ability to manage our growth and strategic changes to our business; our ability to compete effectively in intensely competitive markets; the occurrence of and our ability to manage cybersecurity breaches and other incidents impacting our networks and systems or those of our third-party service providers; our ability to manage changes in network service provider fees and optimize our network service provider coverage and connectivity; and our compliance with industry standards, laws and regulations.

The forward-looking statements contained in this press release and the accompanying conference call are also subject to additional risks, uncertainties, and factors, including those more fully described in our most recent filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Should any of these risks materialize, or should our assumptions prove to be incorrect, actual financial results could differ materially from our projections or those implied by these forward-looking statements. Moreover, we operate in a very competitive and rapidly changing environment, and new risks and uncertainties may emerge that could have an impact on the forward-looking statements contained in this press release and the accompanying conference call.

All forward-looking statements contained in this press release and the accompanying conference call represent our management’s beliefs and assumptions only as of the date such statements are made and we do not assume any obligation to update any forward-looking statements to reflect events or circumstances occurring after the date on which the statements were made, or to reflect new information or the occurrence of unanticipated events, except as required by law.

Non-GAAP Financial Measures

In addition to financial information presented in accordance with U.S. generally accepted accounting principles (“GAAP”), this press release and the accompanying conference call include certain non-GAAP financial measures, including those listed below. We use these non-GAAP financial measures to evaluate our ongoing operations and for internal planning and forecasting purposes. We believe that these non-GAAP financial measures may be helpful to investors because they provide consistency and comparability with past financial performance, facilitate period-to-period comparisons of results of operations and assist in comparisons with other companies, many of which use similar non-GAAP financial measures to supplement their GAAP results. We believe organic revenue and organic revenue growth are useful in understanding the ongoing results of our operations. We believe free cash flow and free cash flow margin provide useful supplemental information to help investors understand underlying trends in our business and our liquidity.

These non-GAAP financial measures are presented for supplemental informational purposes only, should not be considered substitutes for financial information presented in accordance with GAAP, and may be different from similarly-titled non-GAAP measures used by other companies. A reconciliation of these measures to the most directly comparable GAAP measures is included at the end of this press release. We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP measures presented in this press release and the accompanying conference call, or a GAAP reconciliation, as a result of the uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation expense. Accordingly, a reconciliation of these non-GAAP guidance metrics to their corresponding forward-looking GAAP equivalents is not available without unreasonable effort. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results.

Non-GAAP Gross Profit and Non-GAAP Gross Margin. For the periods presented, we define non-GAAP gross profit and non-GAAP gross margin as GAAP gross profit and GAAP gross margin, respectively, adjusted to exclude stock-based compensation, amortization of acquired intangibles and payroll taxes related to stock-based compensation.

Non-GAAP Income (Loss) from Operations and Non-GAAP Operating Margin. For the periods presented, we define non-GAAP income (loss) from operations and non-GAAP operating margin as GAAP income (loss) from operations and GAAP operating margin, respectively, adjusted to exclude, as applicable, stock-based compensation, amortization of acquired intangibles, loss on net assets divested, acquisition and divestiture related expenses, payroll taxes related to stock-based compensation, charitable contributions, restructuring costs, impairment of long-lived assets, and gains or losses on lease termination.

Non-GAAP Net Income Attributable to Common Stockholders and Non-GAAP Net Income Per Share Attributable to Common Stockholders. For the periods presented, we define non-GAAP net income attributable to common stockholders and non-GAAP net income per share attributable to common stockholders, diluted (which we refer to as “non-GAAP diluted earnings per share”) as GAAP net income (loss) attributable to common stockholders and GAAP net income (loss) per share attributable to common stockholders, diluted, respectively, adjusted to exclude, as applicable, stock-based compensation, amortization of acquired intangibles, loss on net assets divested, acquisition and divestiture related expenses, losses (gains) on strategic investments, payroll taxes related to stock-based compensation, accretion of debt discount and issuance costs, provision of income tax effects related to non-GAAP adjustments, income tax benefit related to acquisitions, charitable contributions, share of losses from equity method investment, impairment of equity method investment, restructuring costs, impairment of long-lived assets, gains or losses on or impairment of strategic investments, and gains or losses on lease termination.

Organic Revenue. For the periods presented, we define organic revenue as GAAP revenue, excluding (i) revenue from each acquired business and revenue from incremental increases to application-to-person (“A2P”) fees imposed by major U.S. carriers on our core messaging business, in each case until the beginning of the first full quarter following the one-year anniversary of the closing date of such acquisition or the initial date such fees were charged and (ii) revenue from each divested business beginning in the quarter of the closing date of such divestiture; provided that (a) if an acquisition closes or such fees are initially charged on the first day of a quarter, such revenue will be included in organic revenue beginning on the one-year anniversary of the closing date of such acquisition or the initial date such fees were charged and (b) if a divestiture closes on the last day of a quarter, such revenue will be included in organic revenue for that quarter. As used in this definition, A2P fees refers to fees imposed by U.S. mobile carriers for A2P messages delivered to their subscribers, and we pass these fees to our messaging customers at cost.

Organic Revenue Growth. For the periods presented, we calculate organic revenue growth by dividing (i) organic revenue for the period presented less organic revenue in the comparative period by (ii) organic revenue in the comparative period. If revenue from certain acquisitions, divestitures or A2P fees is included or excluded in organic revenue in the period presented, then revenue from the same acquisitions, divestitures and A2P fees is included or excluded in organic revenue in the comparative period for purposes of the organic revenue growth calculation. As a result, organic revenue used in this calculation for the comparative period will not always equal organic revenue reported for the comparative period.

Free Cash Flow and Free Cash Flow Margin. For the periods presented, we define free cash flow as net cash provided by operating activities, excluding capitalized software development costs and purchases of long-lived assets, and we define free cash flow margin as free cash flow divided by revenue.

Operating Metrics

We review a number of operational and financial metrics, including Dollar-Based Net Expansion Rate (“DBNE”), to evaluate our business, measure our performance, identify trends affecting our business, formulate business plans and make strategic decisions. Our DBNE is not based on any standardized industry methodology and is not necessarily calculated in the same manner or comparable to similarly titled measures presented by other companies. Similarly, our DBNE may differ from estimates published by third parties or from similarly titled metrics of our competitors due to differences in methodology. The numbers that we use to calculate DBNE are based on internal data. While these numbers are based on what we believe to be reasonable judgments and estimates for the applicable period of measurement, there are inherent challenges in measuring usage. We regularly review and may adjust our processes for calculating our internal metrics to improve their accuracy. If investors or analysts do not perceive our metrics to be accurate representations of our business, or if we discover material inaccuracies in our metrics, our reputation, business, results of operations, and financial condition would be harmed.

Beginning in the first quarter of 2026, we have discontinued disclosure of Active Customer Accounts as a key metric. As a result, we are revising the definition of DBNE to remove references to Active Customer Accounts and Zipwhip accounts and instead refer to “customer accounts.” The methodology for identifying these customer accounts is unchanged from the methodology most recently used to identify Active Customer Accounts and this definitional update has no impact on our methodology for calculating DBNE or our historical or future DBNE.

Dollar-Based Net Expansion Rate. Our DBNE compares the total revenue in a quarter from all individual customer accounts, as identified by a unique account identifier, for which we have recognized at least $5 of revenue in the last month of the quarter, to revenue from those same accounts in the same quarter in the prior year. A single customer organization may constitute multiple unique customer accounts if it has multiple account identifiers. To calculate DBNE, we first identify the cohort of such customer accounts in the same quarter of the prior year. DBNE is the quotient obtained by dividing the revenue generated from that cohort in a quarter, by the revenue generated from that same cohort in the corresponding quarter in the prior year. When we calculate DBNE for periods longer than one quarter, we use the average of the applicable quarterly DBNEs for each of the quarters in such period. Revenue from acquisitions does not impact the DBNE calculation until the quarter following the one-year anniversary of the applicable acquisition, unless the acquisition closing date is the first day of a quarter. Revenue from divestitures does not impact the DBNE calculation beginning in the quarter the divestiture closed, unless the divestiture closing date is the last day of a quarter.

We believe that measuring DBNE provides an important indication of the performance of our efforts to increase revenue from existing customers. Our ability to drive growth and generate incremental revenue depends, in part, on our ability to maintain and grow our relationships with existing customers and to increase their use of the platform. An important way in which we have historically tracked performance in this area is by measuring the DBNE for such customer accounts. Our DBNE increases when these customers increase their usage of a product, extend their usage of a product to new applications or adopt a new product. Our DBNE decreases when these customers cease or reduce their usage of a product or when we lower usage prices on a product. As our customers grow their businesses and extend the use of our platform, they sometimes create multiple customer accounts with us for operational or other reasons. As such, when we identify a significant customer organization (defined as a single customer organization generating more than 1% of revenue in a quarterly reporting period) that has created a new customer account, this new account is tied to, and revenue from this new account is included with, the original customer account for the purposes of calculating this metric.

Source: Twilio Inc.

TWILIO INC.

Condensed Consolidated Statements of Operations

(In thousands, except share and per share amounts)

(Unaudited)

Three Months Ended

March 31,

2026

2025

Revenue

$

1,406,907

$

1,172,463

Cost of revenue

722,663

590,896

Gross profit

684,244

581,567

Operating expenses:

Research and development

262,166

254,295

Sales and marketing

211,866

212,113

General and administrative

102,546

92,077

Total operating expenses

576,578

558,485

Income from operations

107,666

23,082

Other (expenses) income, net:

Share of losses from equity method investment

(27,223

)

(19,471

)

Other income, net

21,789

22,973

Total other (expenses) income, net

(5,434

)

3,502

Income before provision for income taxes

102,232

26,584

Provision for income taxes

(12,093

)

(6,567

)

Net income attributable to common stockholders

$

90,139

$

20,017

Net income per share attributable to common stockholders:

Basic

$

0.59

$

0.13

Diluted

$

0.57

$

0.12

Weighted-average shares used to compute net income per share attributable to common stockholders:

Basic

152,424,306

153,345,192

Diluted

157,759,141

161,794,287

TWILIO INC.

Condensed Consolidated Balance Sheets

(In thousands)

(Unaudited)

As of March 31,

As of December 31,

2026

2025

ASSETS

Current assets:

Cash and cash equivalents

$

541,976

$

682,335

Short-term marketable securities

1,804,286

1,788,007

Accounts receivable, net

710,516

636,736

Prepaid expenses and other current assets

390,041

469,650

Total current assets

3,446,819

3,576,728

Property and equipment, net

181,388

176,963

Operating right-of-use assets

29,561

39,031

Equity method investment

275,093

301,642

Intangible assets, net

125,399

142,065

Goodwill

5,292,457

5,291,787

Other long-term assets

226,088

242,674

Total assets

$

9,576,805

$

9,770,890

LIABILITIES AND STOCKHOLDERS’ EQUITY

Current liabilities:

Accounts payable

$

91,706

$

85,089

Accrued expenses and other current liabilities

456,931

608,119

Deferred revenue and customer deposits

159,569

158,677

Operating lease liability, current

32,119

35,123

Total current liabilities

740,325

887,008

Operating lease liability, noncurrent

43,290

54,162

Long-term debt, net

992,722

992,287

Other long-term liabilities

16,384

15,887

Total liabilities

1,792,721

1,949,344

Commitments and contingencies

Stockholders’ equity:

Preferred stock

—

—

Common stock

152

152

Additional paid-in capital

16,294,528

16,148,190

Accumulated other comprehensive (loss) income

(4,317

)

15,668

Accumulated deficit

(8,506,279

)

(8,342,464

)

Total stockholders’ equity

7,784,084

7,821,546

Total liabilities and stockholders’ equity

$

9,576,805

$

9,770,890

TWILIO INC.

Condensed Consolidated Statements of Cash Flows

(In thousands)

(Unaudited)

Three Months Ended

March 31,

2026

2025

CASH FLOWS FROM OPERATING ACTIVITIES:

Net income

$

90,139

$

20,017

Adjustments to reconcile net income to net cash provided by operating activities:

Depreciation and amortization

34,167

49,565

Non-cash reduction to the right-of-use asset

4,715

5,170

Net amortization of investment premium and discount

(2,122

)

(4,314

)

Stock-based compensation

136,511

139,273

Amortization of deferred commissions

17,139

19,265

Unrealized (gains) losses on marketable equity securities

(4,795

)

750

Share of losses from equity method investment

27,223

19,471

Other adjustments

10,426

7,549

Changes in operating assets and liabilities:

Accounts receivable

(74,869

)

8,463

Prepaid expenses and other current assets

75,414

33,519

Other long-term assets

(3,175

)

(9,416

)

Accounts payable

6,502

7,853

Accrued expenses and other current liabilities

(155,755

)

(94,262

)

Deferred revenue and customer deposits

892

(1,634

)

Operating lease liabilities

(9,096

)

(10,306

)

Other long-term liabilities

(110

)

79

Net cash provided by operating activities

153,206

191,042

CASH FLOWS FROM INVESTING ACTIVITIES:

Acquisitions, net of cash acquired and payments related to prior period acquisitions

(685

)

—

Purchases of marketable securities and other investments

(353,288

)

(213,844

)

Proceeds from sales and maturities of marketable securities and other investments

333,644

207,431

Capitalized software development costs

(16,708

)

(11,564

)

Purchases of long-lived assets

(4,153

)

(1,163

)

Net cash used in investing activities

(41,190

)

(19,140

)

CASH FLOWS FROM FINANCING ACTIVITIES:

Principal payments on finance leases

(64

)

(2,251

)

Value of equity awards withheld for tax liabilities

(42

)

(53

)

Repurchases of shares of Class A common stock and related costs

(253,027

)

(126,256

)

Proceeds from exercises of stock options

559

2,766

Net cash used in financing activities

(252,574

)

(125,794

)

NET (DECREASE) INCREASE IN CASH, CASH EQUIVALENTS AND RESTRICTED CASH

(140,558

)

46,108

CASH, CASH EQUIVALENTS AND RESTRICTED CASH—Beginning of period

682,534

431,437

CASH, CASH EQUIVALENTS AND RESTRICTED CASH —End of period

$

541,976

$

477,545

TWILIO INC.

Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures

(In thousands, except shares, per share amounts and percentages)

(Unaudited)

Three Months Ended March 31,

2026

2025

GAAP gross profit

$

684,244

$

581,567

GAAP gross profit growth (Y/Y)

18

%

GAAP gross margin

49

%

50

%

Non-GAAP adjustments:

Stock-based compensation

3,374

4,271

Amortization of acquired intangibles

9,356

15,682

Payroll taxes related to stock-based compensation

522

482

Non-GAAP gross profit

$

697,496

$

602,002

Non-GAAP gross profit growth (Y/Y)

16

%

Non-GAAP gross margin

50

%

51

%

Three Months Ended March 31,

2026

2025

GAAP income from operations

$

107,666

$

23,082

GAAP income from operations growth (Y/Y)

366

%

GAAP operating margin

8

%

2

%

Non-GAAP adjustments:

Stock-based compensation

136,428

137,520

Amortization of acquired intangibles

16,617

27,139

Acquisition related expenses

122

—

Payroll taxes related to stock-based compensation

11,926

11,200

Charitable contributions

3,445

2,776

Restructuring costs

2,223

11,691

Loss on lease termination

500

—

Non-GAAP income from operations

$

278,927

$

213,408

Non-GAAP income from operations growth (Y/Y)

31

%

Non-GAAP operating margin

20

%

18

%

Three Months Ended March 31,

2026

2025

GAAP net income attributable to common stockholders

$

90,139

$

20,017

Non-GAAP adjustments:

Stock-based compensation

136,428

137,520

Amortization of acquired intangibles

16,617

27,139

Acquisition and divestiture related expenses

122

—

Payroll taxes related to stock-based compensation

11,926

11,200

Accretion of debt discount and issuance costs

435

419

Provision of income tax effects related to non-GAAP adjustments

(54,612

)

(45,318

)

Charitable contributions

3,445

2,776

Share of losses from equity method investment

27,223

19,471

Restructuring costs

2,223

11,691

Losses (gains) on strategic investments, net

2,052

(959

)

Loss on lease termination

500

—

Non-GAAP net income attributable to common stockholders

$

236,498

$

183,956

TWILIO INC.

Reconciliation of GAAP Financial Measures to Non-GAAP Financial Measures

(In thousands, except shares, per share amounts and percentages)

(Unaudited)

Three Months Ended March 31,

2026

2025

GAAP net income per share attributable to common stockholders, diluted*

$

0.57

$

0.12

Non-GAAP adjustments:

Stock-based compensation

0.86

0.85

Amortization of acquired intangibles

0.11

0.17

Acquisition related expenses

—

—

Payroll taxes related to stock-based compensation

0.08

0.07

Accretion of debt discount and issuance costs

—

—

Provision of income tax effects related to non-GAAP adjustments

(0.35

)

(0.28

)

Charitable contributions

0.02

0.02

Share of losses from equity method investment

0.17

0.12

Restructuring costs

0.01

0.07

Losses (gains) on strategic investments, net

0.01

(0.01

)

Loss on lease termination

—

—

Non-GAAP net income per share attributable to common stockholders, diluted

$

1.50

$

1.14

Weighted-average shares used to compute non-GAAP net income per share attributable to common stockholders, diluted

157,759,141

161,794,287

* Some columns may not add due to rounding

TWILIO INC.

Reconciliation to Non-GAAP Financial Measures

(In thousands, except percentages)

(Unaudited)

Three Months Ended

March 31,

2026

Organic Revenue

GAAP Revenue

$

1,406,907

A2P Revenue

(46,077

)

Acquisition Revenue

(1,646

)

Organic Revenue

$

1,359,184

GAAP Revenue Y/Y Growth

20

%

Organic Revenue Y/Y Growth

16%1

¹ Organic revenue for the three months ended March 31, 2025, when used as the denominator for Organic Revenue Growth for the three months ended March 31, 2026, is equal to reported revenue. Revenue for the three months ended March 31, 2025 was $1.17 billion.

Three Months Ended

March 31,

2026

2025

Free cash flow

Net cash provided by operating activities

$

153,206

$

191,042

Operating cash flow margin

11

%

16

%

Non-GAAP adjustments:

Capitalized software development costs

(16,708

)

(11,564

)

Purchase of long-lived assets

(4,153

)

(1,163

)

Free cash flow

$

132,345

$

178,315

Free cash flow margin

9

%

15

%

Net cash used in investing activities

$

(41,190

)

$

(19,140

)

Net cash used in financing activities

$

(252,574

)

$

(125,794

)

TWILIO INC.

Supplemental Stock-Based Compensation Expense Information

(In thousands)

(Unaudited)

Three Months Ended

March 31,

2026

2025

(In thousands)

Stock-Based Compensation Expense

Cost of revenue

$

3,374

$

4,271

Research and development

73,011

78,066

Sales and marketing

31,149

31,359

General and administrative

28,977

25,577

Total

$

136,511

$

139,273

Stock-Based Compensation Expense as a % of Revenue

10

%

12

%

View source version on businesswire.com: https://www.businesswire.com/news/home/20260430540830/en/
Investor Contact:

Rodney Nelson

ir@Twilio.com

or

Media Contact:

Caitlin Epstein

press@Twilio.com

Original: Twilio Announces First Quarter 2026 Results

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Twilio Inc (TWLO)

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Twilio Inc (TWLO) ニュース

Form 144 - Report of proposed sale of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Form 144 - Report of proposed sale of securities

Form 4 - Statement of changes in beneficial ownership of securities

Twilio、2026年Gartner® Magic Quadrant™ for CPaaSで4年連続リーダーの1社と評価

Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Form 144 - Report of proposed sale of securities

Twilio to Participate in Upcoming Investor Events

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Twilioの次世代プラットフォーム：エージェント型AI時代のあらゆる会話を支えるインフラ層

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Twilio Inc (TWLO) ニュース

Form 144 - Report of proposed sale of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Form 144 - Report of proposed sale of securities

Form 4 - Statement of changes in beneficial ownership of securities

Twilio、2026年Gartner® Magic Quadrant™ for CPaaSで4年連続リーダーの1社と評価

Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Form 144 - Report of proposed sale of securities

Twilio to Participate in Upcoming Investor Events

Form 4 - Statement of changes in beneficial ownership of securities

Form 144 - Report of proposed sale of securities

Twilioの次世代プラットフォーム：エージェント型AI時代のあらゆる会話を支えるインフラ層

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