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Just reported
Q3 2026 results
From Twilio's results release of 2026年10月29日; its quarterly report has since been filed.
Revenue
Actual
$1.56B
+20% y/y
+4.0% q/qGuided
$1.51B
midpoint
Above guide+3.3%EPS, GAAP
Actual
$1.00
+335% y/y
-85% q/qGuided
—
No guide given
Operating income, GAAP
Actual
$148.6M
+263% y/y
+76% q/qGuided
—
No guide given
Company outlook
Q4 2026
- Revenue$1.595B – $1.605B+17% y/y First given
- EPS, adjusted$1.48 – $1.53First given
- Operating income, adjusted$300M – $310MFirst 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.
Keep exploring
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The themes it is part of
Highest-graded in Software Infrastructure
Graded A or B and worth $2B or more: A first, then the largest.
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FTNTFortinet, Inc.$93.4BA+
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 Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Messaging57%
- Programmable Voice12%
- Email10%
- Segment6%
売上構成比はyear ended 2025-12-31の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
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.
さらに3件を表示
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.
誰が買っているか4
- 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.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.
Twilio Inc.について
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.
- 本社
- San Francisco, California, United States
- 設立
- 2008
- 従業員数
- 5,587 (December 31, 2025, high)
- 上場市場
- NYSE
- 決算期
- December 31
Twilio Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。