Q2 2026 revenue reached $1.50 billion, up 22% year-over-year and 17% organic growth, driven by increased usage, higher A2P messaging fees, and strong customer expansion.
Non-GAAP income from operations was $285 million, with free cash flow of $353 million; GAAP net income was $1.07 billion, boosted by a $944 million non-cash tax benefit.
Launched next-generation conversational platform and redesigned Console, driving strong customer adoption and conversion rates.
Secured major enterprise and AI-native customer wins, including multiple seven-figure deals across industries.
Recognized as a leader in Gartner's 2026 Magic Quadrant CPaaS Report and IDC MarketScape for AI-enabled CDP.
Non-GAAP gross profit was $736 million (49.1% margin), up 18% year-over-year; GAAP gross profit was $726 million (48% margin), up 20%.
Messaging revenue grew 28% year-over-year, with WhatsApp and RCS contributing significantly.
Voice and software add-on revenues grew over 20% and 25% respectively, led by Verify at 30%+ growth.
Dollar-Based Net Expansion Rate improved to 116% from 108% in Q2 2025, indicating strong customer retention.
Free cash flow margin was 24%, with cash and equivalents at $823 million and $1.83 billion in short-term securities.
Q3 2026 revenue guidance: $1.505–$1.515 billion, 16–16.5% reported and 11–12% organic growth.
Full-year 2026 revenue growth guidance raised to 18–18.5% (reported) and 13–13.5% (organic); non-GAAP income from operations and free cash flow guidance raised to $1.135–$1.155 billion.
Q3 2026 non-GAAP income from operations expected at $285–$295 million; non-GAAP EPS guidance of $1.42–$1.47.
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