Twilio Inc. (TWLO) Q3 FY2026 earnings

Reported results

• Revenue was $1.56 billion, up 20% year-over-year, and organic revenue growth was 16% year-over-year
• GAAP gross profit was $760.5 million, up 20% year-over-year, and non-GAAP gross profit was $767.8 million, up 18% year-over-year
• GAAP income from operations was $148.6 million, up 263% year-over-year, and non-GAAP income from operations was $325.7 million, up 39% year-over-year
• GAAP net income per share attributable to common stockholders, diluted, was $1.00
• Non-GAAP net income per share attributable to common stockholders, diluted, was $1.65
• Net cash provided by operating activities was $389.2 million and free cash flow was $369.6 million

Guidance

• For the fourth quarter ending December 31, 2026, Twilio expects revenue of $1.595 billion to $1.605 billion
• For the fourth quarter of 2026, Twilio expects non-GAAP income from operations of $300 million to $310 million
• For the fourth quarter of 2026, Twilio expects non-GAAP diluted earnings per share of $1.48 to $1.53 based on non-GAAP weighted average diluted shares outstanding of 163 million
• For fiscal year 2026, Twilio expects reported revenue growth of 20% and organic revenue growth of 15% year-over-year
• For fiscal year 2026, Twilio expects non-GAAP income from operations of $1.19 billion to $1.20 billion
• For fiscal year 2026, Twilio expects free cash flow of $1.19 billion to $1.20 billion

Price and volatility reaction

The stock moved -15.2% on the print. No front-expiry chain was on file, so there is no straddle expected move. 30-day ATM implied volatility moved -16.0 vol points across the event (constant-maturity series — not the front-week crush).

Source

The figures above come from the earnings release the company filed with the SEC on 2026-10-29 (8-K, Item 2.02). Read the original filing on sec.gov.