Earnings Releases·Oct 29, 2026, 4:07 PM ET

Twilio — Third Quarter 2026 Earnings Summary

Revenue reached $1.56 billion, up 20% year-over-year with 16% organic growth, while GAAP net income per share rose to $1.00 from $0.23 and free cash flow increased to $369.6 million from $247.5 million.
Full-year 2026 guidance was raised across the board, with reported revenue growth outlook increased to 20%, organic growth to 15%, and non-GAAP income from operations and free cash flow both raised to $1.19 billion–$1.20 billion.
Fourth quarter 2026 revenue is guided to $1.595 billion–$1.605 billion, with non-GAAP diluted earnings per share projected between $1.48 and $1.53.
The company repurchased $127.2 million in shares during the quarter, leaving $700 million available under its $2.0 billion authorization, while cash and cash equivalents grew to $1.06 billion.
Management highlighted broad-based product strength and positioned the platform to capitalize on accelerated AI development and demand for AI-speed infrastructure.