StockData
Twilio Inc logo

Twilio Inc (TWLO) stock

TWLONYSEServices-Prepackaged SoftwareFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 30, 2026Score 11/3038% above fair value
$205.03−36.87 (-15.24%)

Close on Oct 30, 2026Market cap $31.49BP/E 25.8Yield –

Earnings

Twilio's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.

Next report
Feb 11, 2027
Q4 FY2026 · estimated, after the close
Revenue, Q3 FY2026
$1.56B
+20.0% on a year earlier
Non-GAAP net income per share attributable to common stockholders, diluted, Q3 FY2026
$1.65
$0.23 a year earlier
Latest guidance
Issued
Oct 29, 2026 · 8 items

Quarterly results

Revenue and earnings per share from each of Twilio's earnings releases, newest first

QuarterReportedRevenueYoYEPSAdj. EPSSource
Q4 FY2026ended Dec 31, 2026Feb 11, 2027Expected–––––
Q3 FY2026ended Sep 30, 2026Oct 29, 2026after the close$1.56B+20.0%$1.00$1.65Release
Q2 FY2026ended Jun 30, 2026Aug 6, 2026after the close$1.50B+22.0%$6.68–Release
Q1 FY2026ended Mar 31, 2026Apr 30, 2026after the close$1.41B+20.5%$0.57$1.50Release
Q4 FY2025ended Dec 31, 2025Feb 12, 2026after the close$1.37B+15.1%-$0.30–Release
Q3 FY2025ended Sep 30, 2025Oct 30, 2025after the close$1.30B+14.6%$0.23–Release
Q2 FY2025ended Jun 30, 2025Aug 7, 2025after the close$1.23B+13.9%$0.14–Release
Q1 FY2025ended Mar 31, 2025May 1, 2025after the close$1.17B+11.4%––Release
Q4 FY2024ended Dec 31, 2024Feb 13, 2025after the close$1.19B+10.2%-$0.08$1.00Release
Q3 FY2024ended Sep 30, 2024Oct 30, 2024after the close$1.13B+10.1%-$0.06$1.02Release
Q2 FY2024ended Jun 30, 2024Aug 1, 2024after the close$1.08B+3.8%-$0.19$0.87Release
Q1 FY2024ended Mar 31, 2024May 7, 2024after the close$1.05B+4.0%-$0.31$0.80Release

Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.

Current guidance

Twilio's latest outlook for periods it has not reported yet, compared with what it said before

MetricPeriodGuidanceBeforeChangeGiven
organic revenue growthnon-GAAPQ4 FY2026+11% – +12%–NewOct 29, 2026
revenueGAAPQ4 FY2026$1.60B – $1.61B–NewOct 29, 2026
non-GAAP income from operationsnon-GAAPQ4 FY2026$300.00M – $310.00M–NewOct 29, 2026
non-GAAP diluted earnings per sharenon-GAAPQ4 FY2026$1.48 – $1.53–NewOct 29, 2026
organic revenue growthnon-GAAPFY2026+15%–NewOct 29, 2026
organic revenue growthnon-GAAPFY2026+9.5% – +10.5%+8% – +9%RaisedApr 30, 2026
reported revenue growthGAAPFY2026+20%–NewOct 29, 2026
reported revenue growthFY2026+18% – +18.5%+14% – +15%RaisedAug 6, 2026
non-GAAP income from operationsnon-GAAPFY2026$1.19B – $1.20B–NewOct 29, 2026
non-GAAP income from operationsnon-GAAPFY2026$1.14B – $1.16B$1.08B – $1.10BRaisedAug 6, 2026
free cash flownon-GAAPFY2026$1.19B – $1.20B–NewOct 29, 2026
free cash flownon-GAAPFY2026$1.14B – $1.16B$1.08B – $1.10BRaisedAug 6, 2026

Guidance vs results

The last range Twilio gave before each report, against the figure it then reported. Full years add up the four quarters.

PeriodMetricGuidanceActualResult
Q3 FY2026non-GAAP diluted earnings per share$1.42 – $1.47$1.65Above range
Q3 FY2026Revenue$1.51B – $1.52B$1.56BAbove range
Q3 FY2026Revenue growth+16% – +16.5%+20%Above range
Q2 FY2026Revenue$1.42B – $1.43B$1.50BAbove range
Q2 FY2026Revenue growth+15.5% – +16.5%+21.95%Above range
Q1 FY2026non-GAAP diluted earnings per share$1.21 – $1.26$1.50Above range
Q1 FY2026Revenue$1.34B – $1.35B$1.41BAbove range
Q1 FY2026Revenue growth+14% – +15%+20.51%Above range
FY2025Revenue growth+12.4% – +12.6%+13.83%Σ4QAbove range
Q4 FY2025Revenue$1.31B – $1.32B$1.37BAbove range
Q4 FY2025Revenue growth+9.5% – +10.5%+15.13%Above range
Q3 FY2025Revenue$1.25B – $1.26B$1.30BAbove range

Guidance history

Every forecast Twilio put in an earnings release, newest first

GivenMetricPeriodGuidanceChange
Oct 29, 2026non-GAAP diluted earnings per shareQ4 FY2026$1.48 – $1.53New
Oct 29, 2026free cash flowFY2026$1.19B – $1.20BNew
Oct 29, 2026non-GAAP income from operationsFY2026$1.19B – $1.20BNew
Oct 29, 2026non-GAAP income from operationsQ4 FY2026$300.00M – $310.00MNew
Oct 29, 2026revenueQ4 FY2026$1.60B – $1.61BNew
Oct 29, 2026reported revenue growthFY2026+20%New
Oct 29, 2026organic revenue growthFY2026+15%New
Oct 29, 2026organic revenue growthQ4 FY2026+11% – +12%New
Aug 6, 2026non-GAAP diluted earnings per shareQ3 FY2026$1.42 – $1.47New
Aug 6, 2026free cash flowFY2026$1.14B – $1.16BRaised
Aug 6, 2026non-GAAP income from operationsFY2026$1.14B – $1.16BRaised
Aug 6, 2026non-GAAP income from operationsQ3 FY2026$285.00M – $295.00MNew
Aug 6, 2026reported revenue growthFY2026+18% – +18.5%Raised
Aug 6, 2026organic revenue growthFY2026+13% – +13.5%Lowered
Aug 6, 2026reported revenue growthQ3 FY2026+16% – +16.5%New
Aug 6, 2026organic revenue growthQ3 FY2026+11% – +12%Lowered
Aug 6, 2026revenueQ3 FY2026$1.51B – $1.52BNew
Apr 30, 2026non-GAAP diluted earnings per shareQ2 FY2026$1.27 – $1.32New
Apr 30, 2026free cash flowFY2026$1.08B – $1.10BRaised
Apr 30, 2026non-GAAP income from operationsFY2026$1.08B – $1.10BRaised

Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.

Press releases

Releases Twilio filed with the SEC as exhibits to Form 8-K or 6-K

  1. Results
  2. Results
  3. Results
  4. Update
  5. Results
  6. Results
  7. Results
  8. Results
  9. Results
  10. Results
  11. Results
  12. Results
  13. Update
  14. Update
  15. Update