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Just reported
Q3 2026 results
From Twilio's results release of 29 de octubre de 2026; its quarterly report has since been filed.
Revenue
Actual
1,56B US$
+20 % y/y
+4,0 % q/qGuided
1,51B US$
midpoint
Above guide+3,3 %EPS, GAAP
Actual
1,00 US$
+335 % y/y
-85 % q/qGuided
—
No guide given
Operating income, GAAP
Actual
148,6M US$
+263 % y/y
+76 % q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue1,595B US$ – 1,605B US$+17 % y/y First given
- EPS, adjusted1,48 US$ – 1,53 US$First given
- Operating income, adjusted300M US$ – 310M US$First given
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Twilio is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The theme it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.432,5B US$A+
PANWPalo Alto Networks, Inc.263,4B US$A
CRWDCrowdStrike Holdings, Inc.232,1B US$A
NETCloudflare, Inc.109,6B US$A-
FTNTFortinet, Inc.93,4B US$A+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation22 oct 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 oct 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 oct 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 oct 2026BAGraded B, now A
UIUbiquiti Inc.6 nov 2026BAGraded B, now A
Cómo gana dinero
- Messaging57 %
- Programmable Voice12 %
- Email10 %
- Segment6 %
Los porcentajes de ingresos son estimaciones para year ended 2025-12-31, no cifras de un informe oficial.
Compite con
Qué vende6
Twilio Programmable Messaging
Software businesses use to send and receive customer messages, including short message service (SMS), multimedia messaging service (MMS), rich communication services (RCS), and messages through apps such as WhatsApp.
Twilio Programmable Voice
Software businesses use to make, manage, and receive phone calls through regular phone networks or the internet, with features such as call recording and automated voice menus.
Twilio SendGrid Email
Email delivery software for messages such as shipping notices, password resets, newsletters, and marketing campaigns.
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Twilio Verify
A service businesses use to confirm that users are who they claim to be, including with one-time codes, push notifications, and passkeys.
Twilio Segment
Software that brings customer information together from websites, apps, and other systems so businesses can build customer profiles and use that information in their business tools.
Twilio Conversations Layer
A set of tools for keeping context about customer conversations, coordinating communications, analyzing conversations, and connecting businesses' artificial intelligence (AI) agents to customers.
Quién se lo compra4
- Developers and smaller businesses that sign up themselves, pay in advance or by card, and are charged as they use communications products.
- Larger businesses that buy directly from Twilio, often under contracts with minimum spending commitments.
- Independent software vendors that build Twilio communications into their own products and may resell those products to their customers.
- Nonprofits that buy Twilio products at reduced prices or receive donated products and grants.
En qué se apoya y qué podría romperlo
De qué depende el negocio
- 1Twilio relies on mobile carriers, other network providers, and internet service providers to deliver calls and messages; changes in their fees or service quality can affect delivery and costs.
- 2Twilio depends on cloud infrastructure providers to run its software and on network providers for communications services; in the second quarter of 2026, it wrote down prepaid services it could not use because of problems at two network providers.
- 3Its services depend on access to phone numbers and compliance with changing telecommunications, privacy, data protection, and communications rules in the countries where it operates.
Qué podría salir mal
- 1Customers can reduce or stop using Twilio's products, and much of its revenue depends on customer usage; businesses may also choose competing communications or customer engagement software.
- 2Carrier fee increases, interruptions to network or internet services, and problems at service providers can affect message and call delivery, customer costs, and Twilio's ability to use prepaid services.
- 3Privacy or security failures, misuse of Twilio to send unwanted or fraudulent messages, and changes in telecommunications or email rules can lead to penalties, legal claims, or lost business.
Estados financieros completos →
Sobre Twilio Inc.
Twilio sells software that businesses connect to their own apps and websites to communicate with customers by text, phone, email, and other channels. Its application programming interfaces (APIs) let developers add those features, while its other software helps businesses verify users, manage customer information, and coordinate customer conversations. Customers pay based on usage for many communications services, or pay subscriptions for products such as email and customer data software.
- Sede
- San Francisco, California, United States
- Fundada en
- 2008
- Empleados
- 5,587 (December 31, 2025, high)
- Cotiza en
- NYSE
- Cierre del ejercicio
- December 31
Construido a partir de los propios informes de Twilio Inc. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.