Twilio stock reports 20% Q3 revenue growth, lifts 2026 outlook
Published on 10/31/2026 at 00:44 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSTwilio raises its outlook
- Third-quarter revenue increased 20% year over year, while organic growth reached 16%.
- Management raised its 2026 outlook for reported revenue growth, non-GAAP operating income and free cash flow.
- Fourth-quarter guidance points to slower organic growth than in the third quarter.
Twilio reported stronger third-quarter growth and raised its full-year 2026 outlook on October 29, according to the Twilio investor release. Revenue reached 1.56 billion US dollars for the quarter ended September 30, while organic revenue growth was 16%.
GAAP income from operations rose to 148.6 million US dollars from 40.9 million US dollars a year earlier. Non-GAAP income from operations increased 39% to 325.7 million US dollars, and free cash flow reached 369.6 million US dollars. The dollar-based net expansion rate improved to 114% from 109% in the prior-year quarter.
Guidance points to measured growth
For the fourth quarter, Twilio expects revenue of 1.595 billion to 1.605 billion US dollars and organic revenue growth of 11% to 12%. Non-GAAP income from operations is expected at 300 million to 310 million US dollars, indicating a slower organic-growth pace than in the reported quarter.
Twilio raised its full-year reported revenue growth outlook to 20% from a previous range of 18% to 18.5%. The company now expects organic revenue growth of 15%, non-GAAP income from operations of 1.19 billion to 1.20 billion US dollars and free cash flow in the same range.
Twilio stock at Lang & Schwarz
Twilio stock traded at 184.43 euros on Lang & Schwarz at 11:00 p.m. CET on Friday, October 30, 2026. Investors can follow the real-time quote of Twilio stock.
Twilio provides a cloud-based communications platform that helps developers build customer-engagement functions into software applications. Its APIs support voice, messaging, video and email services for customers in the United States and international markets. The San Francisco-based company focuses on programmable communications and AI-enabled customer interactions. Its developer-oriented platform places it among specialized providers in the broader communications software market.
Twilio company facts
- Company: Twilio Inc.
- ISIN: US90138F1021
- Ticker: TWLO
- Primary exchange: NYSE
- Lang & Schwarz quote: 184.43 euros on October 30, 2026, at 23:00:01 CET
- Change: Plus 0.23 euros, or 0.12%, versus the previous close of 184.20 euros
- Sector: Technology
- Industry: Software - Infrastructure
- Employees: 5,625 as of September 30, 2026
Broader market conditions remain relevant for software and communications companies; investors can follow the S&P 500 market overview.
