J P M O R G A N North America Equity Research 07 August 2026 Twilio Q2 Review: Organic Growth Acceleration Led by AI, Voice & Messaging Momentum as Customers Consolidate Spend to Platform; Raise Estimates and PT Twilio delivered another strong quarter, with underlying growth accelerating for the second consecutive quarter and gross profit dollar growth reaching its highest level in several years, while continued operating discipline drove upside to profitability and free cash flow. Although the headline rev ...