Twilio Inc Class A

TWLO: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Twilio Earnings: Good Results Once Again as Voice Continues to Accelerate

Dan Romanoff

Feb 13, 2026

Twilio reported fourth-quarter results that easily exceeded top-end guidance, with revenue growing 14% year over year to $1.37 billion and a non-GAAP operating margin of 18.7%. Increased carrier fees continue to boost revenue but crimp margins.

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Twilio Inc Class A

Twilio Earnings: Good Results Once Again as Voice Continues to Accelerate

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