Earnings release · TWLO
Twilio Announces Third Quarter 2026 Results
Twilio Inc. · Filed · SEC Form 8-K, Item 2.02
Why it matters
Revenue climbed 20% year on year to $1.56 billion, and EPS was $1.00. Year-on-year revenue change of +20% was weaker than the +22% in the company's previous release (filed August 2026). The company lifted its guidance, which is usually read as management's view of coming periods improving.
Written automatically by Stocknote's note engine from the figures on this page and the company's previous release. Every number in this note is checked against those figures. Not investment advice.
What the company states
$1.56 billion +20% vs a year ago
…Revenue of $1.56 billion, up 20% reported and 16% organic year-over-year…
$1.00
…net income per share attributable to common stockholders, diluted, of $1.00 based on 161.7 million weighted average shares outstanding, compared…
Guidance raised
…For fiscal year 2026, Twilio is raising its reported revenue growth outlook to 20% compared with 18% to 18.5% previously, and its organic revenue growth range outlook to 15% year-over-year compared with 13% to 13.5% previou…
Compared with the previous report
Aug 6, 2026 →| Previous (Aug 6) | This release | Change | |
|---|---|---|---|
| Revenue growth (YoY) | +22% | +20% | −2.0 pts |
| EPS growth (YoY) | — | — | — |
| Guidance | — | raised | — |
“pts” = percentage points of year-over-year growth, current release minus previous release.