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AI brief of an SEC Form 8-K · Twilio (TWLO)

Twilio Reports Third Quarter 2026 Results and Raises Full-Year Guidance

Positive Impact 4 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyTwilio (TWLO)
Form8-K, current report
Filed with the SECOct 29, 2026, 4:07 PM ET
Accession number0001447669-26-000106

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Google Gemini, gemini-3.5-flash-lite) on Oct 30, 2026, 8:17 AM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.