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Twilio logoTwilio TWLO

Twilio said revenue for Q3 2026 was $1.56 billion, up 20% year over year, and organic revenue rose 16%. GAAP operating income was $149 million, up 263% from a year earlier.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Twilio said revenue for Q3 2026 was $1.56 billion, up 20% year over year, and organic revenue rose 16%. GAAP operating income was $149 million, up 263% from a year earlier.

  2. The company said GAAP net income attributable to common stockholders for Q3 was $161 million, and diluted GAAP earnings per share were $1.00. Non-GAAP diluted earnings per share were $1.65, compared with GAAP $0.23 and non-GAAP $1.25 a year earlier.

  3. The company said net cash provided by operating activities for Q3 was $389.2 million, and free cash flow was $369.6 million. A year earlier, net cash provided by operating activities was $263.6 million and free cash flow was $247.5 million.

  4. The company said it raised its full-year reported revenue growth outlook to 20% from the previous range of 18% to 18.5%, and raised its full-year free cash flow outlook to $1.19 billion to $1.20 billion from the previous range of $1.135 billion to $1.155 billion.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 2026 Revenue and GAAP Operating Income

Twilio said revenue for Q3 2026 was $1.56 billion, up 20% year over year, and organic revenue rose 16%. GAAP operating income was $149 million, up 263% from a year earlier.

Source · Based on the filing body and exhibits

Twilio Q3 Net Income and Earnings Per Share

The company said GAAP net income attributable to common stockholders for Q3 was $161 million, and diluted GAAP earnings per share were $1.00. Non-GAAP diluted earnings per share were $1.65, compared with GAAP $0.23 and non-GAAP $1.25 a year earlier.

Source · Based on the filing body and exhibits

Twilio Q3 Operating and Free Cash Flow

The company said net cash provided by operating activities for Q3 was $389.2 million, and free cash flow was $369.6 million. A year earlier, net cash provided by operating activities was $263.6 million and free cash flow was $247.5 million.

Source · Based on the filing body and exhibits

Full-Year Outlook Raised

The company said it raised its full-year reported revenue growth outlook to 20% from the previous range of 18% to 18.5%, and raised its full-year free cash flow outlook to $1.19 billion to $1.20 billion from the previous range of $1.135 billion to $1.155 billion.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.