US Market News
1月前
Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive YearMay 20, 2026 1:04 PM
Business Wire Twilio believes its position as highest in Ability to Execute reflects the company's commitment to building infrastructure for the agentic era Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, today announced it has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Communications Platform as a Service (CPaaS) for the fourth consecutive year.1 Twilio also received the highest placement in Ability to Execute.2 Twilio delivers trusted communications and data-driven engagement for hundreds of thousands of customer accounts worldwide. Companies such as Best Buy, Netflix, All Nippon Airways (ANA), and CLEAR rely on Twilio to build personalized, scalable experiences for their customers. To us, this recognition reflects Twilio's continued investment in unifying communications, real-time data, and AI into a single, developer-friendly platform – built to power the contextual customer experiences that today's businesses demand. Twilio believes this recognition builds on Twilio's broader positioning as the infrastructure layer at the center of the CPaaS, CCaaS, CDP, and AI convergence. In late 2025, Gartner also named Twilio the company to beat for AI CPaaS.3 Together, we believe these recognitions affirm Twilio's place as the platform that enterprises and developers turn to as AI reshapes how businesses engage with their customers. This recognition comes as Twilio continues to expand its platform, with recent innovations including: Voice AI and Conversation Relay: Enables developers to build sophisticated, natural-language voice agents using their preferred LLM, with real-time streaming, PCI-compliant voice workflows, native integration of real-time speech-to-text models, and programmatic access to latency and quality analytics. Agentic Platform Capabilities: Twilio's Agent Connect, Conversation Orchestrator, and Conversation Memory capabilities enable businesses to connect their existing AI agents to Twilio’s Voice and Messaging channels and deploy them across customer touchpoints- ensuring every conversation is persistent, contextual, and actionable. Conversation Intelligence extends this further with generative AI language operators that turn live conversations into actionable, real-time intelligence that enhances human agents and triggers immediate actions like automated workflows across voice and messaging channels. Twilio Console: A completely redesigned console serves as a centralized command center for customers, featuring Twilio Workbench for developer productivity and an integrated AI assistant, making it easier to explore and manage Twilio products in one place. "Twilio believes it created the CPaaS category, and four consecutive years as a Leader reflects how much we've continued to shape it. What started as APIs for SMS and voice has evolved into a full platform for continuous, contextual customer engagement,” said Kathryn Murphy, SVP of Product at Twilio. “As we enter the agentic era, we're doing what we've always done: building the infrastructure businesses need to have real conversations with their customers, whether those conversations are powered by humans or AI." The 2026 Gartner Magic Quadrant for CPaaS is available as a complimentary download, here. Gartner Disclaimer Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner and Magic Quadrant is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and are used herein with permission. All rights reserved. Source: Gartner®, Magic QuadrantTM for Communications Platform as a Service, Lisa Unden-Farboud, Pankil Sheth, Ajit Patankar, May 18, 2026 Forward-Looking Statements This press release contains forward-looking statements, including, but not limited to, statements regarding Twilio's commitment to building infrastructure for the agentic era; expectations regarding our platform and solutions; and future investment in and availability of new products. You should not rely upon forward-looking statements as predictions of future events, the outcome of which are 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 those more fully described in our most recent filings with the Securities and Exchange Commission. Forward-looking statements represent our beliefs and assumptions only as of the date such statements are made and we undertake no obligation to update any forward-looking statements, except as required by law. About Twilio Twilio (NYSE: TWLO) is the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant – human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies – from the Fortune 500 to startups – and millions of developers, rely on Twilio's global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results. For more information about Twilio visit www.twilio.com. ____________________ 1 Gartner®, Magic QuadrantTM for Communications Platform as a Service, Lisa Unden-Farboud, Ajit Patankar, Brian Doherty, Daniel O’Connell, September 18, 2023 Gartner®, Magic QuadrantTM for Communications Platform as a Service, Lisa Unden-Farboud, Ajit Patankar, Pankil Sheth, Brian Doherty, June 24, 2024 Gartner®, Magic QuadrantTM for Communications Platform as a Service, Lisa Unden-Farboud, Manoj Bhatia, Pankil Sheth, Ajit Patankar, July 21, 2025 2 Gartner®, Magic QuadrantTM for Communications Platform as a Service, Lisa Unden-Farboud, Pankil Sheth, Ajit Patankar, May 18, 2026 3 Gartner®, AI Vendor Race: Twilio Is the Company to Beat for CPaaS AI, Ajit Patankar, Lisa Unden-Farboud, December 8, 2025 View source version on businesswire.com: https://www.businesswire.com/news/home/20260520338345/en/ Media Contact:
Oscar Murillo: press@twilio.com Original: Twilio Recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CPaaS for the Fourth Consecutive Year
US Market News
1月前
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
US Market News
1月前
Die Plattform der nächsten Generation von Twilio: Eine Infrastrukturebene für jede Konversation im Zeitalter der AgentenMay 7, 2026 7:24 PM
Business Wire Neue Plattformfunktionen ermöglichen kontextreiche Konversationen mit persistenter Speicherung über mehrere Kanäle hinweg für Menschen und KI-Agenten Conversation Memory, Conversation Orchestrator, Conversation Intelligence und Agent Connect bilden das Nervensystem für moderne Kundeninteraktion Twilio (NYSE: TWLO), die Infrastruktur für Kundeninteraktion im KI-Zeitalter, eröffnete seine Anwenderkonferenz SIGNAL, mit der Vorstellung seiner Plattformfunktionen der nächsten Generation für das Agentenzeitalter. Conversation Memory, Conversation Orchestrator, Conversation Intelligence und Agent Connect sind ab heute allgemein verfügbar und verwandeln gemeinsam disparate Interaktionen in kontinuierliche, intelligente und persönliche Gespräche zwischen Menschen, Agenten und Systemen. „Das Zeitalter der Agenten ist da. Agenten nehmen an Gesprächen neben den Menschen teil, die sie vertreten, und modernes Kundenengagement erfordert eine Infrastruktur, die beiden gleichermaßen dient“, sagte Khozema Shipchandler, Chief Executive Officer bei Twilio. „Die neue Plattform von Twilio ist die grundlegende Infrastrukturschicht, die jedes Gespräch beständig, kontextbezogen und umsetzbar macht – und so sicherstellt, dass Interaktionen sich wie Teil einer kontinuierlichen Beziehung anfühlen.“ Eine Infrastrukturschicht für jede Konversation Jedes Unternehmen basiert auf Konversationen. Heutzutage interagieren Unternehmen jedoch häufig ohne Kontext. Kunden schildern ihre Probleme im Chat und wiederholen sie dann in einem Telefonat mit einem Agenten, der den Anruf entgegennimmt, ohne zu wissen, was zuvor geschehen ist. Die Interaktion endet, und der Zyklus setzt sich fort, wobei die nächste Interaktion beginnt, als hätte die Beziehung nie existiert. Die Updates der Twilio-Plattform gehen diese Herausforderungen direkt an mit: dauerhaftem Speicher über jede Interaktion hinweg; Echtzeit-Kontext, der mit der Konversation mitwandert; und intelligenter Koordination über jeden Kanal und jeden Teilnehmer hinweg, ob Mensch oder KI. Dadurch stellen die erweiterten Funktionen von Twilio sicher, dass Kundengespräche nie bei Null beginnen, immer gespeichert bleiben und kanalübergreifend einheitlich sind. „Die meisten Marken behandeln jedes Gespräch mit einem Kunden immer noch so, als wäre es das allererste“, sagte Inbal Shani, Chief Product Officer und Leiterin der Forschungs- und Entwicklungsabteilung bei Twilio. „Twilio ändert dies auf der Infrastrukturebene, sodass jedes auf Twilio aufbauende Unternehmen sich erinnern, lernen und reagieren kann, als würde es seine Kunden tatsächlich kennen.“ Zu den brandneuen Funktionen, die diese kontextreichen Gespräche ermöglichen, gehören: Twilio Conversation Memory : Bietet einen dauerhaften Speicher für jede Interaktion, indem Kundenhistorie, Präferenzen, Verhalten und Gesprächsstatus über alle Kanäle hinweg extrahiert und gepflegt werden. Conversation Memory sorgt dafür, dass jedes Gespräch dort weitergeht, wo das letzte aufgehört hat, sodass Kunden sich nie wiederholen müssen und jeder Mitarbeiter – ob Mensch oder KI – am richtigen Punkt und mit dem richtigen Kontext eingreift. Twilio Conversation Orchestrator : Verwandelt einzelne Anrufe und Nachrichten in eine einzige, durchgehende Konversation. Als einheitliche Ebene für die Interaktion über mehrere Kanäle und Agenten hinweg bietet Conversation Orchestrator Routing, Eskalation, Statusverwaltung und nahtlose Übergaben zwischen Menschen und KI. Mit Conversation Orchestrator können Unternehmen eine durchgehende Konversation aufrechterhalten, unabhängig davon, wie viele Kanäle, Agenten oder Systeme beteiligt sind. Twilio Conversation Intelligence : Der Erfolg der Produkte Conversation Relay und Conversational Intelligence signalisierte eine wachsende Nachfrage von Unternehmen, dass Twilio eine größere Rolle bei der Orchestrierung modellunabhängiger KI-Erlebnisse spielen sollte. Conversation Intelligence wurde von Grund auf neu entwickelt und in die neuesten Funktionen der Plattform integriert. Es nutzt generative KI-Sprachoperatoren, um Live-Konversationen in verwertbare Echtzeit-Informationen umzuwandeln, die menschliche Agenten unterstützen und sofortige Aktionen wie automatisierte Workflows über Sprach- und Messaging-Kanäle hinweg auslösen. Twilio Agent Connect : Verbindet die KI-Agenten und -Modelle von Unternehmen direkt mit den Sprach- und Messaging-Kanälen von Twilio für Echtzeit-Konversationen. Als selbst gehostetes, modellunabhängiges Open-Source-Framework hilft Agent Connect dabei, die komplexen Aspekte der Kommunikation wie Echtzeit-Sprachstreaming, Sitzungs- und Identitätsmanagement sowie Agentenintegrationen zu bewältigen. Unternehmen haben die Flexibilität, ihre bevorzugten KI-Agenten und -Modelle auszuwählen und zu wechseln, ohne ihre Twilio-Kanalintegration oder Anwendungsvernetzung ändern zu müssen. Die neuen Funktionen der Plattform sind darauf ausgelegt, die Anforderungen an die Kundenbindung im gesamten Unternehmen zu erfüllen und sich gleichzeitig nahtlos in bestehende Tech-Stacks einzufügen. „Im Zentrum der Konvergenz von CPaaS, CCaaS, CDP und KI definiert Twilio neu, wie eine Customer Engagement Platform (CEP) aussehen sollte – eine Plattform, die sich an jeden Touchpoint erinnert, sich anpasst und diese koordiniert. Diese Kombination aus Vision, Umsetzung und Nutzung des Ökosystems festigt Twilios Position an der Spitze dieser Kategorie“, sagte Mila D’Antonio, Principal Analyst, Customer Engagement, bei Omdia. Ein neu gestaltetes Kundenerlebnis Um das Kundenerlebnis mit der Twilio-Plattform zu optimieren, hat das Unternehmen seine Konsole von Grund auf neu gestaltet. Die neue Twilio Console ist ab heute allgemein verfügbar und dient als Einstiegspunkt für Kunden – sie bietet ihnen einen zentralen Ort, an dem sie sich anmelden, durch die Produkte navigieren und Kommunikationsaufgaben verwalten können. Diese Weiterentwicklung führt Workbench ein, einen speziellen Arbeitsbereich für die Produktivität von Entwicklern, sowie einen integrierten KI-Assistenten für Echtzeit-Support. Neue und bestehende Kunden können Twilio-Produkte nahtlos direkt in der Benutzeroberfläche ausprobieren, wodurch es einfacher denn je ist, neue Funktionen zu erkunden und gleichzeitig Compliance und Abrechnung in einer zentralen Kommandozentrale zu verwalten. Eine Erweiterung vertrauenswürdiger Kanäle und Partner Zusätzlich zu den neuen Plattformbausteinen kündigte Twilio heute Folgendes an: Twilio Email (allgemeine Verfügbarkeit): Twilio Email ist in der neuen Twilio Console verfügbar und ist eine optimierte, entwicklerfreundliche E-Mail-Funktion, die auf der SendGrid-Technologie basiert. Twilio Email wurde für Teams entwickelt, die E-Mail in bestehende kanalübergreifende Workflows integrieren möchten, und ermöglicht es Kunden, Anwendungen um skalierbare E-Mail-Funktionen mit hoher Zustellbarkeit zu erweitern, ohne den Aufwand, separate Tools und Anbieter koordinieren zu müssen. Twilio Email ersetzt nicht Twilio SendGrid, das weiterhin als führende E-Mail-Plattform für transaktionale und Marketing-E-Mails mit hohem Volumen dient. Voice AI Updates : Conversation Relay erhält umfangreiche Updates, darunter PCI-konforme (Payment Card Industry) Voice-Workflows, die native Integration von Deepgrams Echtzeit-Sprach-zu-Text-Modell „Flux“ für semantisch intelligente Gesprächswechselerkennung sowie „Conversation Relay Insights“ für den programmatischen API-Zugriff auf Latenz- und Qualitätsanalysen. Datenaufbewahrung für SMS EU (öffentliche Beta): Bietet Unternehmen die Möglichkeit, mit SMS verbundene personenbezogene Daten in der EU zu verwalten und zu speichern. Anbieter für Apple Messages for Business (private Beta): Apple Messages for Business (AMB) ermöglicht es Verbrauchern, mit Marken genauso einfach in Kontakt zu treten, wie sie ihren Freunden eine SMS schreiben – und zwar über die native Nachrichten-App, die bereits auf ihrem iPhone, Mac oder iPad installiert ist. Als Anbieter für AMB fungiert Twilio als offizielle Brücke zwischen Verbrauchern und Unternehmen – und ermöglicht so die Koordination von KI-Agenten, reichhaltigen Inhalten und Support an einem einzigen Ort. Stripe Projects Launch Partner: Wie Ende April auf den Stripe Sessions angekündigt, ist Twilio nun Teil von Stripe Projects. Dies ermöglicht es Entwicklern und KI-Agenten, Twilio nahtlos innerhalb von Stripe Projects zusammen mit anderen Diensten in einem einzigen, programmierbaren CLI-Workflow bereitzustellen – komplett mit zentraler Abrechnung und optimierter Verwaltung von Anmeldedaten. Erfahrungen von Kunden und Partnern in der privaten Beta-Phase Die neuen Plattformfunktionen von Twilio stehen Kunden in der privaten Beta-Phase seit Januar 2026 zur Verfügung. Namhafte Marken wie Car Finance 247, Centerfield und Constellation Dealerships haben bereits im Rahmen ihrer ersten Implementierungen unmittelbare Vorteile festgestellt. Twilio-Partner – darunter Apply Digital, AWS, Blacc Spot, Ciptex, Zennify und weitere – haben an einem strengen privaten Beta- und Enablement-Programm teilgenommen und sind damit in der Lage, diese Funktionen ihren Kunden vom ersten Tag an bereitzustellen. „Für Centerfield hängt die Leistung davon ab, wie gut jede Interaktion einen Kunden voranbringt. Wir erfassen jedes Gespräch in Echtzeit und nutzen das, was wir bereits über den Kunden wissen, um unsere Mitarbeiter und KI-Systeme im Moment anzuleiten. Mit der Twilio-Plattform, einschließlich Conversation Orchestrator, Conversation Memory und Conversation Intelligence, können wir erkennen, was Gespräche antreibt, sodass wir standardisieren können, was funktioniert, eliminieren, was nicht funktioniert, und die Ergebnisse kontinuierlich in großem Maßstab verbessern.“ - Aniketh Parmar, Chief Technology Officer, Centerfield „Twilios Vision, kontextreiche Gespräche zu orchestrieren, definiert die Kundenbindung grundlegend neu und verwandelt jede Interaktion in eine nahtlose und zutiefst personalisierte Reise. Wir bei Ciptex freuen uns darauf, unseren Kunden dabei zu helfen, diese Innovationen zu nutzen, um intelligentere, bedeutungsvollere Verbindungen in einem bisher unerreichbaren Maßstab zu schaffen.“ - Tom Kharchi, Chief Revenue Officer, Ciptex „Wir freuen uns sehr, eine transformative Lösung vorzustellen, die unsere Branche neu definieren und unsere globale Präsenz auf alle Constellation-Autohäuser ausweiten wird. Der Wert dieser Partnerschaft liegt auf der Hand – unser Team hat es innerhalb weniger Tage geschafft, von der Bewertung der Twilio-Agenteninfrastruktur zu messbaren Ergebnissen zu gelangen. Diese schnelle Wertschöpfung verdeutlicht die Agilität und Innovation, die erforderlich sind, um die Autohandelsbranche in die Zukunft zu führen.“ - Richard Pineault, Director of R&D, Constellation Dealerships „Meera.ai arbeitet seit unserer Gründung mit Twilio zusammen, um eine Zukunft des Handels voranzutreiben, in der der Dialog im Mittelpunkt steht. Während sich die Branche in Richtung von LLM-gestützten Interaktionen in Echtzeit bewegt, werden uns die Plattform von Twilio und die neuen Conversations-Produkte dabei helfen, Kunden genau im richtigen Moment zu erreichen. Wir sind stolz darauf, diese Mission gemeinsam mit Twilio voranzutreiben.“ - Vivek Zaveri, Chief Executive Officer, Meera.ai Erweiterung der Plattformfunktionen Die Plattform von Twilio wird ihre Funktionen weiter ausbauen, um den sich wandelnden geschäftlichen Herausforderungen in den Bereichen Authentifizierung und Identitätsprüfung, Governance und Observability direkt zu begegnen. Da Agenten immer autonomer werden und beginnen, im Namen von Menschen und Unternehmen zu handeln und Transaktionen durchzuführen, wird die modellunabhängige, erweiterbare und anwendungsneutrale Plattform von Twilio Unternehmen bei ihren Kundengesprächen unterstützen – unabhängig davon, welches Modell ihre Agenten antreibt oder welche Systeme den Workflow initiieren. „Die neuesten Plattformfunktionen von Twilio bieten eine vertrauenswürdige Infrastrukturebene für Konversationen; eine, die diese kontextbezogen, beständig und persönlich über alle Kanäle und Teilnehmer hinweg macht, egal ob Mensch oder KI“, said Paul Nashawaty, Principal Analyst bei theCUBE Research. „Diese Grundlage wird mit der zunehmenden Verbreitung von dialogorientierter KI immer wichtiger, da bereits 85 % der Verbraucher in den letzten Monaten mit KI-Agenten interagiert haben1 und 68 % nahtlose, konsistente Erlebnisse über alle Kanäle hinweg erwarten,2 was Unternehmen dazu zwingt, Kommunikation, Daten und Intelligenz in einer einzigen, interoperablen Interaktionsschicht zu vereinen.“ Über Twilio SIGNAL San Francisco 2026 Twilio SIGNAL, das vom 6. bis 7. Mai in San Francisco stattfindet, bringt Entwickler, Führungskräfte, Innovatoren und Macher aller Art aus branchenführenden Unternehmen zusammen, um zwei Tage lang zu netzwerken und praktische Einblicke in eine Vielzahl von Themen rund um die Kundenbindung zu gewinnen. Zu den diesjährigen Hauptrednern gehören Führungskräfte von führenden Marken wie Centerfield, Nestlé, Rivian, der PGA of America, Stripe und United Way. Auf der Konferenz werden außerdem der ehemalige NASA-Ingenieur, YouTuber und CrunchLabs-Gründer Mark Rober sowie der Mitbegründer und CEO von Sierra AI, Bret Taylor, auftreten. Twilio SIGNAL bietet mehr als 50 Breakout-Sessions und Gelegenheiten zum Networking mit Twilio-Experten und Kunden. Die Keynotes werden per Livestream und im Anschluss an die Veranstaltung als On-Demand-Aufzeichnung unter signal.twilio.com verfügbar sein. 1. Nashawaty, P. (2025, Juni). AppDev Done Right Summit: Speed, resilience, and sustainability 2. Nashawaty, Paul. AppDev Done Right 2025 . theCUBE Research, 2025. Über Twilio Twilio (NYSE: TWLO) ist die Infrastruktur für Kundenbindung im Zeitalter der KI. Durch die Kombination von globaler Kommunikation, Speicher und KI-Orchestrierung mit Identitätsmanagement, Governance und Observability ermöglicht Twilio Unternehmen, kontinuierliche, kontextbezogene, persönliche und sichere Konversationen über alle Kanäle und Teilnehmer hinweg zu führen – egal ob Mensch oder KI. In über 180 Ländern vertrauen Hunderttausende der innovativsten Unternehmen – von Fortune-500-Unternehmen bis hin zu Start-ups – sowie Millionen von Entwicklern auf die globale Plattform von Twilio für Messaging, Sprache, E-Mail und mehr, um vertrauenswürdige Kundenerlebnisse zu schaffen, die echte Ergebnisse liefern. Weitere Informationen zu Twilio finden Sie unter www.twilio.com. Zukunftsgerichtete Aussagen Diese Pressemitteilung enthält zukunftsgerichtete Aussagen, einschließlich, aber nicht beschränkt auf Aussagen zu Twilios Erwartungen hinsichtlich unserer SIGNAL-Konferenz, neuer Produktangebote und -funktionen, der Plattformerweiterung sowie der zukünftigen Produktverfügbarkeit. Sie sollten sich nicht auf zukunftsgerichtete Aussagen als Vorhersagen zukünftiger Ereignisse verlassen, deren Ausgang bekannten und unbekannten Risiken, Ungewissheiten und anderen Faktoren unterliegt, die dazu führen können, dass unsere tatsächlichen Ergebnisse, Leistungen oder Erfolge wesentlich von den in den zukunftsgerichteten Aussagen beschriebenen abweichen, einschließlich derjenigen, die in unseren jüngsten Einreichungen bei der Securities and Exchange Commission ausführlicher beschrieben sind. Zukunftsgerichtete Aussagen spiegeln lediglich unsere Überzeugungen und Annahmen zum Zeitpunkt ihrer Veröffentlichung wider, und wir übernehmen keine Verpflichtung, solche Aussagen zu aktualisieren, es sei denn, dies ist gesetzlich vorgeschrieben. Die Ausgangssprache, in der der Originaltext veröffentlicht wird, ist die offizielle und autorisierte Version. Übersetzungen werden zur besseren Verständigung mitgeliefert. Nur die Sprachversion, die im Original veröffentlicht wurde, ist rechtsgültig. Gleichen Sie deshalb Übersetzungen mit der originalen Sprachversion der Veröffentlichung ab. Originalversion auf businesswire.com ansehen: https://www.businesswire.com/news/home/20260506834688/de/ Medienkontakt
Roman Skuratovskiy
press@twilio.com Original: Die Plattform der nächsten Generation von Twilio: Eine Infrastrukturebene für jede Konversation im Zeitalter der Agenten
US Market News
2月前
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
Hot Features
プレミアム
登録してリアルタイムのアラート、カスタムポートフォリオ、市場の動きを入手してください。
eastunder
8月前
harry crumb
1年前
Monksdream
2年前
fung_derf
3年前
OffTheGrid
3年前
メールアドレスで登録
