$211.11-0.5%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed October 30, 2026
Twilio sells businesses software for customer text messages, its largest business, plus tools for phone calls, email, and user verification.
Company outlook: revenue of $1.6B to $1.6B for Fiscal Q4 2026 — up 17.1% on a year earlier
Just reported
From Twilio Inc.'s results release of October 29, 2026; its quarterly report has since been filed.
Actual
$1.56B
+20% y/y
+4.0% q/q
Guided
$1.51B
midpoint
Actual
$1.00
+335% y/y
-85% q/q
Guided
—
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $1.6B | $1.3B | +19.93% |
| Profit | $161.2M | $37.2M | +332.66% |
| Profit per share | $1.00 | $0.23 | +334.78% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
“Q3 was a great quarter for Twilio, driven by disciplined execution and broad-based strength across our product portfolio,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Twilio (NYSE: TWLO) provides the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant—human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies—from the Fortune 500 to startups—and millions of developers, rely on Twilio’s global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Twilio Inc.’s Item 2.02 8-K filed October 29, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
No guide given
Actual
$148.6M
+263% y/y
+76% q/q
Guided
—
No guide given
Q4 2026
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.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every Twilio Inc. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.