Oct 29, 4:07 PM ET
Twilio Inc. reported third quarter 2026 revenue of $1.56 billion, representing a 20% increase year-over-year. The company also raised its full-year 2026 reported revenue growth outlook to 20% and increased its non-GAAP income from operations and free cash flow ranges to $1.19 billion to $1.20 billion.
- Third quarter 2026 revenue reached $1.56 billion, up 20% reported and 16% organic year-over-year.
- GAAP income from operations for the third quarter was $148.6 million, with diluted net income per share of $1.00.
- Full-year 2026 non-GAAP income from operations guidance was raised to a range of $1.19 billion to $1.20 billion.
- Twilio repurchased $127.2 million of Class A common stock during the third quarter of 2026.
Read the filing on SEC.gov ↗
Aug 6, 4:11 PM ET
Twilio reported second-quarter 2026 revenue of $1.50 billion, up 22% from a year earlier, and non-GAAP earnings of $1.47 per diluted share, up from $1.19. GAAP diluted EPS of $6.68 was driven mainly by a $5.91 per share non-cash benefit from releasing a valuation allowance on U.S. deferred tax assets. The company raised its full-year 2026 guidance for reported revenue growth, organic revenue growth, non-GAAP income from operations and free cash flow.
- Q2 2026 revenue was $1.50 billion, up 22% reported and 17% organic; non-GAAP income from operations was $285 million, up 29%.
- GAAP diluted EPS of $6.68 included a $5.91 per share non-cash tax benefit; non-GAAP diluted EPS was $1.47 versus $1.19 a year earlier.
- FY2026 guidance: reported revenue growth raised to 18% to 18.5% from 14% to 15%; non-GAAP income from operations and free cash flow each raised to $1.135 billion to $1.155 billion.
- Twilio repurchased $66.0 million of stock in Q2 and had $826.0 million of its authorization remaining as of June 30, 2026.
Read the filing on SEC.gov ↗
Jun 17, 4:15 PM ET
At its June 16, 2026 annual meeting, Twilio stockholders approved amended and restated versions of the 2016 Stock Option and Incentive Plan and the 2016 Employee Stock Purchase Plan, and re-elected four Class I directors. Stockholders also ratified KPMG LLP as the independent auditor for fiscal 2026. The equity plan approval drew 30,250,610 votes against, a meaningful share of the votes cast, though it passed.
- Equity plan approved: 88,949,992 for, 30,250,610 against, 91,571 abstain, 11,845,816 broker non-votes
- Employee Stock Purchase Plan approved: 118,850,839 for, 398,239 against, 43,095 abstain
- Directors elected to serve until the 2027 annual meeting: Charles Bell, Jeffrey Immelt, Douglas Robinson, Erika Rottenberg
- Holders of 131,137,989 Class A shares, 86.40% of voting power, attended, establishing a quorum; record date April 17, 2026
Read the filing on SEC.gov ↗
Apr 30, 4:08 PM ET
Twilio reported first quarter 2026 revenue of $1.41 billion, up 20% year-over-year, and GAAP diluted earnings per share of $0.57 versus $0.12 a year earlier. The company raised its full-year 2026 non-GAAP income from operations range and free cash flow range to $1.08 billion to $1.10 billion each, from $1.04 billion to $1.06 billion, which lifts the outlook for shareholders. Operating cash flow and free cash flow for the quarter were lower than a year earlier.
- Q1 revenue of $1.41 billion, up 20% reported and 16% organic; non-GAAP diluted EPS of $1.50 versus $1.14
- FY2026 non-GAAP income from operations raised to $1.08 billion to $1.10 billion, from $1.04 billion to $1.06 billion
- Q1 free cash flow of $132.3 million versus $178.3 million a year earlier; $253.4 million of shares repurchased in Q1
- Q2 2026 revenue guidance of $1.420 billion to $1.430 billion and non-GAAP diluted EPS guidance of $1.27 to $1.32
Read the filing on SEC.gov ↗
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