US · Technology · Software - Infrastructure
EPS came in at 0.90 against a street estimate of 0.74 — a beat of 21.6%.
Analysts rate Twilio Inc a buy (25 buy, 4 hold, 2 sell out of 31) with an average price target of $267.75.
CONFIDENT Twilio delivered strong Q3 growth, record profitability and cash flow, raised 2026 guidance, and forecast 2027 organic growth of at least 10%. AI adoption remains early but increasingly supports voice, software add-ons and future identity products. Q3 FY26 No regional revenue breakdown was discussed. Analysts pressed management on messaging deceleration, AI-agent monetization, voice growth composition, margins and 2027 assumptions. Management emphasized tougher comparisons, balanced voice growth, early AI adoption and disciplined guidance. 2026-10-29…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 10.83% |
| JPMorgan Chase & Co | 7.96% |
| FMR Inc | 7.34% |
| Vanguard Portfolio Management, LLC | 4.98% |
| Vanguard Capital Management, LLC | 4.46% |
| State Street Corp | 3.91% |
| Geode Capital Management, LLC | 1.87% |
| Alkeon Capital Management, LLC | 1.52% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1,559,536, up from $1,300,402 in Q3 2025, an increase of approximately 20%. • Q3 2026 gross profit was $760, | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $1.56 billion, up 20% year over year, or 16% on an organic basis. • GAAP gross profit was $760.5 million, up | 2026-10-29 |
| Quarterly report · Q2 2026 TWILIO INC. - FORM 10-Q SUMMARY For Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue Q2 2026: $1,499,089k (up 22.0% vs Q2 2025: $1,228,42 | 2026-08-07 |
| Results announced · Q3 2026 TWILIO INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $1,499 million, up 22% year-over-year (17% organic growth) • GAAP gross profit: $ | 2026-08-06 |
| Board / officer change · Q2 2026 TWILIO INC. – FORM 8-K SUMMARY (June 16, 2026) HEADLINE NUMBERS • Annual Meeting held June 16, 2026 with 131,137,989 shares represented (86.40% of v | 2026-06-17 |
| Quarterly report · Q1 2026 TWILIO INC. - Q1 2026 10-Q SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue: $1,406.9 million in Q1 2026, up 20.0% from $1,172.5 million in Q | 2026-05-01 |
| Results announced · Q2 2026 TWILIO Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue $1.407 billion, up 20% year-over-year (16% organic growth) • GAAP gross profit $684 milli | 2026-04-30 |
| Proxy statement · Q2 2026 TWILIO INC. PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS --- CEO TOTAL COMPENSATION AND CHANGE • CEO Khozema Shipchandler's total compensation figu | 2026-04-28 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.