Twilio Inc. (TWLO) Financials
Key financial figures for Twilio Inc. (Q3 2026).
Twilio Q3 2026 revenue of $1.56 billion rose 20% (16% organic), above its own $1.505-$1.515 billion guide, and management raised full-year 2026 organic growth to 15% and non-GAAP operating income to $1.19-$1.20 billion. Revenue was $1,559.5 million, up 20% reported and 16% organic year over year; the prior-quarter guide (Aug 6 release) was $1.505-$1.515 billion reported and 11%-12% organic. GAAP income from operations was $148.6 million (10% margin) versus $40.9 million a year ago; non-GAAP income from operations was $325.7 million (21% margin, up 39%) versus a guide of $285-$295 million. GAAP diluted EPS was $1.00 on net income of $161.2 million (including a $22.0 million income tax benefit); non-GAAP diluted EPS was $1.65 versus a guide of $1.42-$1.47. On the outlook: Q4 2026: revenue $1.595-$1.605 billion (17%-17.5% reported, 11%-12% organic growth), non-GAAP income from operations $300-$310 million, non-GAAP diluted EPS $1.48-$1.53 on 163 million shares. FY2026: reported revenue growth raised to 20% (from 18%-18.5%), organic growth to 15% (from 13%-13.5%), non-GAAP income from operations to $1.19-$1.20 billion (from $1.135-$1.155 billion) and free cash flow to $1.19-$1.20 billion (from $1.135-$1.155 billion). Figures are for Q3 2026, as Twilio Inc. reported them.
- Revenue
- $1.6B
- Net Income
- $161M
- EPS
- $1.04
- Total Assets
- $11.1B
- Operating Cash Flow
- $389M
Recent quarters
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| Q3 FY2026 | $1.6B | $161M | $1.00 | 9.53% | $370M |
| Q2 FY2026 | $1.5B | $1.1B | $6.68 | 5.64% | $353M |
| Q1 FY2026 | $1.4B | $90M | $0.57 | 7.65% | $132M |
| Q4 FY2025 | $1.4B | -$46M | -$0.30 | 5.39% | $256M |
| Q3 FY2025 | $1.3B | $37M | $0.23 | 3.15% | $248M |
Recent fiscal years
| Period | Revenue | Net Income | EPS | Operating Margin | Free Cash Flow |
|---|---|---|---|---|---|
| FY2025 | $5.1B | $34M | $0.21 | 3.45% | $945M |
| FY2024 | $4.5B | -$109M | -$0.66 | -0.91% | $657M |
| FY2023 | $4.2B | -$1.0B | -$5.54 | -21.1% | $364M |
Frequently asked questions
What was Twilio Inc.'s revenue last quarter?
Twilio Inc. reported revenue of $1.56 billion for Q3 FY2026, up 19.9% from the same period a year earlier.
Is Twilio Inc. profitable?
Yes. Twilio Inc. reported net income of $161.2 million for Q3 FY2026, a net margin of 10.33% on revenue.
How has Twilio Inc.'s margin trended?
Operating margin was 9.53% in Q3 FY2026, compared with 3.15% in the same period a year earlier. The quarter by quarter series is on the SentiSense financials page.
How much free cash flow did Twilio Inc. generate?
Twilio Inc. generated free cash flow of $369.6 million in Q3 FY2026, after capital expenditure.
Full income statement, balance sheet and cash flow for Twilio Inc. on SentiSense, with up to forty quarters and twenty fiscal years of history.