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Twilio 8-K Report, Financial Results (Oct 29, 2026)

Reports
Earnings & Results·Exhibits & Filings
Filing Date
Filed October 29, 2026
Period End
October 29, 2026
Security
TWLO
In the record · 2016–202610-K1110-Q328-K108

TWLO filed 11 annual reports (10-K), 32 quarterly reports (10-Q) and 108 current reports (8-K) between 2016 and 2026.

  1. Deal closed8-K · Feb ’19Feb ’19
  2. Material agreement8-K · Oct ’20Oct ’20
  3. Leadership change8-K · Dec ’22Dec ’22
  4. Leadership change8-K · Dec ’24Dec ’24

01—Abstract

Summary

Summary of the 8-K filed October 29, 2026. Cited figures are marked; the original filing is the authoritative source.

Twilio Inc. reported third quarter 2026 results for the quarter ended September 30, 2026, in a press release furnished as Exhibit 99.1 to this Form 8-K under Item 2.02.

Revenue was $1.56 billiona, up 20% year-over-year on a reported basis and 16% on an organic basis. GAAP income from operations was $149 million, up 263% year-over-year, and non-GAAP income from operations was $326 million, up 39%. GAAP diluted net income per share was $1.00, compared with $0.23 a year earlier, and non-GAAP diluted net income per share was $1.65, compared with $1.25.

Net cash provided by operating activities was $389.2 millionb and free cash flow was $369.6 million. The company raised its full-year 2026 outlook. Reported revenue growth is now expected to be 20%, up from 18% to 18.5%, and organic revenue growth 15%, up from 13% to 13.5%.

Non-GAAP income from operations and free cash flow are each now expected to be $1.19 billion to $1.20 billionc, up from $1.135 billion to $1.155 billion. For the fourth quarter, Twilio initiated revenue guidance of $1.595 billion to $1.605 billion, implying 17% to 17.5% reported growth and 11% to 12% organic growth, with non-GAAP income from operations of $300 million to $310 million and non-GAAP diluted EPS of $1.48 to $1.53. Dollar-Based Net Expansion Rate was 114% for the quarter, compared with 109% a year earlier.

During the quarter Twilio repurchased $127.2 milliond of Class A common stock. Cumulative repurchases under the January 2025 authorization total approximately $1.3 billion, leaving approximately $700 million available, with the program set to expire on December 31, 2027. The company reported 5,625 employees as of September 30, 2026.

02—Key points

Key Highlights

  1. Q3 2026 revenue of $1.56 billion grew 20% reported and 16% organic year-over-year; GAAP gross margin was 49%.
  2. GAAP income from operations rose 263% to $149 million, a 10% operating margin, while non-GAAP income from operations rose 39% to $326 million, a 21% margin.
  3. Diluted GAAP EPS was $1.00 and non-GAAP diluted EPS was $1.65, versus $0.23 and $1.25 in Q3 2025.
  4. Free cash flow was $369.6 million, a 24% free cash flow margin, versus $247.5 million a year earlier.
  5. Dollar-Based Net Expansion Rate improved to 114% from 109% a year earlier.
  6. Full-year 2026 guidance was raised: reported revenue growth to 20%, organic growth to 15%, and both non-GAAP income from operations and free cash flow to $1.19 billion to $1.20 billion.
  7. Q4 2026 guidance calls for revenue of $1.595 billion to $1.605 billion, organic growth of 11% to 12%, and non-GAAP diluted EPS of $1.48 to $1.53 on 163 million diluted shares.

03—Questions

Frequently Asked Questions

  1. How did Twilio perform in the third quarter of 2026?

    Revenue was $1.56 billion, up 20% reported and 16% organic year-over-year. GAAP income from operations was $149 million and non-GAAP income from operations was $326 million. GAAP diluted EPS was $1.00 and non-GAAP diluted EPS was $1.65.

  2. Did Twilio change its full-year 2026 outlook?

    Yes, the company raised its outlook. Reported revenue growth is now 20% (previously 18% to 18.5%), organic revenue growth is 15% (previously 13% to 13.5%), and non-GAAP income from operations and free cash flow are each $1.19 billion to $1.20 billion (previously $1.135 billion to $1.155 billion).

  3. What is Twilio's fourth-quarter 2026 guidance?

    Revenue is expected to be $1.595 billion to $1.605 billion, implying 17% to 17.5% reported growth and 11% to 12% organic growth. Non-GAAP income from operations is expected to be $300 million to $310 million, and non-GAAP diluted EPS $1.48 to $1.53 on 163 million weighted average diluted shares.

  4. How much stock did Twilio repurchase, and how much authorization remains?

    Twilio repurchased $127.2 million of Class A common stock in the third quarter of 2026. Under the January 2025 program of up to $2.0 billion, about $1.3 billion has been completed and about $700 million remains. The program expires on December 31, 2027.

  5. What is the 8-K's status regarding the press release?

    The press release in Exhibit 99.1 is furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act or incorporated by reference into other filings unless specifically referenced.

04—Continue

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