Recent Updates — TWLO

Twilio Inc. reported third-quarter 2026 financial results with revenue reaching $1.56 billion, representing a 20% increase from the prior year and 16% organic growth. GAAP income from operations rose to $149 million, while non-GAAP income from operations increased by 39% to $326 million. The company also reported free cash flow of $369.6 million and repurchased $127.2 million in shares during the quarter. Management initiated fourth-quarter revenue guidance of $1.595 billion to $1.605 billion and raised its full-year 2026 outlook for non-GAAP income from operations to a range of $1.19 billion to $1.20 billion. Twilio Inc. provides the infrastructure for customer engagement in the AI era.

Twilio Inc. reported second quarter 2026 financial results, announcing revenue of $1.50 billion, a 22% increase year-over-year, with organic growth of 17%. GAAP net income per diluted share rose to $6.68 from $0.14 in the prior year period, largely due to a non-cash benefit from releasing valuation allowances against U.S. deferred tax assets. Non-GAAP net income per diluted share was $1.47, up 24% year-over-year. The company generated $352.6 million in free cash flow and repurchased $66.0 million of common stock during the quarter. Twilio initiated third-quarter revenue guidance of $1.505 billion to $1.515 billion and raised its full-year 2026 non-GAAP income from operations range to $1.135 billion–$1.155 billion. The company operates in the technology sector, providing cloud communications infrastructure and customer engagement platforms.