Description

Twilio’s 90% Conversion Jump — Could The New Console Accelerate Multiproduct Adoption?

Twilio Inc. reported strong second-quarter 2026 financial results with record revenue of $1.5 billion, reflecting 22% reported growth and 17% organic growth year-over-year. The company demonstrated accelerating non-GAAP gross profit growth of 18%, driven by volume increases across its messaging, voice, and software add-on segments. Messaging revenue grew 28%, supported by growth in WhatsApp and RCS channels alongside increased carrier pass-through fees. Voice revenue increased over 20%, fueled by volume growth and expanding software add-ons such as Branded Calling and Conversational Intelligence. Software add-ons overall grew more than 25%, with products like Verify accelerating above 30%. Dollar-based net expansion rate (DBNE) reached 116%, reflecting healthy expansion both within existing accounts and from new customer acquisition, aided by success in Independent Software Vendor (ISV) and self-serve channels.