Twilio Inc.: Beat — EPS $1.65, Revenue $1.56B
Earnings BeatQ3 2026 · After-market
Did Twilio Inc. (TWLO) beat earnings today?
Yes, Twilio Inc. (TWLO) beat Wall Street analyst expectations for Q3 2026, reporting higher-than-expected EPS and higher-than-expected revenue.
Earnings Per Share+12.24% surprise
$1.65Actual
Expected: $1.47
vs. year ago +32.0%
Total Revenue+3.28% surprise
$1.56BActual
Expected: $1.51B
vs. year ago +20.0%
Released Oct 29 · 4:05 PM ET
Earning Report
| Metric | Q3 2026 | Q3 2025 | YoY Change % |
|---|---|---|---|
| Revenue | $1.56B | $1.30B | +20.0% |
| GAAP Diluted EPS | $1.00 | $0.23 | +334.8% |
| Non-GAAP Diluted EPS | $1.65 | $1.25 | +32.0% |
| Net Income | $161.16M | $37.25M | +332.7% |
Financial Outlook / Guidance
| Metric | Q4 2026 Guidance | FY26 Guidance |
|---|---|---|
| Revenue | $1,595M-$1,605M (+17%-17.5% YoY) | — |
| Revenue Growth | 17%-17.5% | 20% (prev. 18%-18.5%) |
| Organic Revenue Growth | 11%-12% | 15% (prev. 13%-13.5%) |
| Non-GAAP Gross Profit Growth | 11%-12% | 15% |
| Non-GAAP Income from Operations | $300M-$310M | $1,190M-$1,200M (prev. $1,135M-$1,155M) |
| Non-GAAP Diluted EPS | $1.48-$1.53 | — |
| Non-GAAP Weighted Average Diluted Shares Outstanding | 163M | — |
| Free Cash Flow | — | $1,190M-$1,200M (prev. $1,135M-$1,155M) |
Business Highlights
- ➤Positioned AI infrastructure to support fast, reliable AI development.
- ➤Platform combines global communications, memory, AI orchestration, identity, governance, and observability.
- ➤Operates across 180+ countries spanning messaging, voice, email, and other channels.
- ➤Repurchased $127.2M of common stock during the third quarter.
- ➤Completed approximately $1.3B in aggregate repurchases, with approximately $700M remaining authorized.
- ➤Employed 5,625 people as of September 30, 2026.
Management Commentary
Khozema Shipchandler, CEO of Twilio
“Q3 was a great quarter for Twilio, driven by disciplined execution and broad-based strength across our product portfolio.”
Khozema Shipchandler, CEO of Twilio
“Consumer AI has accelerated AI development, and its adoption demands fast, reliable infrastructure built for AI speed. Twilio is well positioned to capitalize on this moment and meet this demand.”