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Just reported
Q3 2026 results
From Twilio's results release of 29 de outubro de 2026; its quarterly report has since been filed.
Revenue
Actual
US$ 1,56B
+20% y/y
+4,0% q/qGuided
US$ 1,51B
midpoint
Above guide+3,3%EPS, GAAP
Actual
US$ 1,00
+335% y/y
-85% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$ 148,6M
+263% y/y
+76% q/qGuided
—
No guide given
Company outlook
Q4 2026
- RevenueUS$ 1,595B – US$ 1,605B+17% y/y First given
- EPS, adjustedUS$ 1,48 – US$ 1,53First given
- Operating income, adjustedUS$ 300M – US$ 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.
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 $2B or more: A first, then the largest.
PLTRPalantir Technologies Inc.US$ 432,5BA+
PANWPalo Alto Networks, Inc.US$ 263,4BA
CRWDCrowdStrike Holdings, Inc.US$ 232,1BA
NETCloudflare, Inc.US$ 109,6BA-
FTNTFortinet, Inc.US$ 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 Corporation22 de out. de 2026BAGraded B, now A
IBMInternational Business Machines Corporation21 de out. de 2026BAGraded B, now A
CDNSCadence Design Systems, Inc.28 de out. de 2026BAGraded B, now A
NXPINXP Semiconductors N.V.27 de out. de 2026BAGraded B, now A
UIUbiquiti Inc.6 de nov. de 2026BAGraded B, now A
Como ganha dinheiro
- Messaging57%
- Programmable Voice12%
- Email10%
- Segment6%
As participações na receita são estimativas para year ended 2025-12-31, não números de um relatório oficial.
Concorre com
O que 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.
Mostrar mais 3
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.
Quem 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.
Em que se apoia e o que pode quebrá-lo
Do que o negócio depende
- 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.
O que pode dar errado
- 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.
Demonstrações financeiras completas →
Sobre a 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 em
- 2008
- Funcionários
- 5,587 (December 31, 2025, high)
- Listada em
- NYSE
- Fim do exercício
- December 31
Construído a partir dos próprios documentos de Twilio Inc. entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.