Twilio — Third Quarter 2026 Earnings Summary

Twilio reported third-quarter 2026 revenue of $1.56 billion, representing a 20% year-over-year increase, with organic revenue growth of 16%. The company achieved GAAP income from operations of $149 million and non-GAAP income from operations of $326 million, while generating $369.6 million in free cash flow. Dollar-based net expansion rate improved to 114%, and the company repurchased $127.2 million of its common stock during the quarter. Twilio raised its full-year 2026 outlook, projecting 20% reported revenue growth and non-GAAP income from operations between $1.19 billion and $1.20 billion.