Twilio's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.
At a glance
| Item | Value |
|---|---|
| Revenue (GAAP) | $1,560 million (+19.9% vs a year earlier) |
| Diluted EPS (GAAP) | $1.00 |
| Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs) | $1.65 |
| Full-year guidance | Raised |
Guidance
Twilio raised 2026 revenue growth to 20% (organic 15%) and non-GAAP operating income and free cash flow to $1.19–1.20 billion each.
Why this label: 'raising its reported revenue growth outlook to 20% compared with 18% to 18.5% previously'; non-GAAP operating income raised to $1.19-1.20B from $1.135-1.155B.
| Metric | Period | New | Prior (as stated in the release) |
|---|---|---|---|
| reported revenue growth | FY2026 | 20% | 18%–18.5% |
| organic revenue growth | FY2026 | 15% | 13%–13.5% |
| non-GAAP income from operations | FY2026 | $1.19–1.20 billion | $1.135–1.155 billion |
| free cash flow | FY2026 | $1.19–1.20 billion | $1.135–1.155 billion |
Next-quarter outlook:
| Metric | Period | Range |
|---|---|---|
| revenue | Q4 2026 | $1.595–1.605 billion (17%–17.5% reported growth; 11%–12% organic) |
| non-GAAP income from operations | Q4 2026 | $300–310 million |
| non-GAAP diluted EPS | Q4 2026 | $1.48–1.53 (163 million shares) |
From the release
Revenue: "Revenue · $ · 1,559,536 · $ · 1,300,402"
Earnings per share: "GAAP net income per share attributable to common stockholders, diluted, of $1.00 based on 161.7 million weighted average shares outstanding"
reported revenue growth: "For fiscal year 2026, Twilio is raising its reported revenue growth outlook to 20% compared with 18% to 18.5% previously, and its organic revenue growth range outlook to 15% year-over-year compared with 13% to 13.5% previously."
organic revenue growth: "its organic revenue growth range outlook to 15% year-over-year compared with 13% to 13.5% previously."
non-GAAP income from operations: "Twilio is raising its 2026 non-GAAP income from operations range to $1.19 billion to $1.20 billion compared to $1.135 billion to $1.155 billion previously"
Quotes are copied from the filing; in table rows, cell borders are shown as “·”.
Key fact: Revenue rose 20% to $1.56 billion; full-year revenue growth outlook raised to 20%.
Source
Twilio earnings release (SEC filing), accession 0001447669-26-000106, filed 2026-10-29.
Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.