Skip to main content
Equibles
TWLO logo

TWLO · Twilio Inc

Track TWLO — free

Use TWLO with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research TWLO.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$211.21 -1.00 (-0.47%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$32.68B
Shares
154.73M
Volume · Nov 13 1.89M Avg daily vol (3M) 3.01M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$211.21 Open$213.22 Day$205.40–215.29 52W close$108.49–301.27 Avg vol 30d3.8M Short int5.8M · 3.8% of shares · 1.9d Short vol76% Last earningsOct 29, 2026 DataJan 2020–Nov 2026 Filing10-Q · Oct 30

Up next

Next earnings call
Feb 11, 2027 Est · unconfirmed · in 13 wks
Q3 2026 earnings call transcript
call held Oct 29, 2026
Play latest call

Latest documents

2026
Oct 30
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Quarterly report for FY2026 Q3

Twilio reported $1,559,536 thousand revenue for the three months ended September 30, 2026, up 20%, with DBNE of 114%. Separately, releasing a portion of its U.S. valuation allowance generated a $937.1 million income tax benefit for the nine months ended September 30, 2026.

Revenue $1.56B ▲ 19.9% Net income $161.16M ▲ 332.7% Diluted EPS $1.00 ▲ 334.8%
Read from the MD&A section
Oct 29
Earnings call
Raises growth outlook and previews strong 2027

Twilio raised 2026 organic revenue guidance to 15% and non-GAAP operating income to $1.19 to $1.2 billion. It expects 2027 organic growth of at least 10% and non-GAAP operating income and free cash flow of at least $1.35 billion.

6 source passages
Twilio had a great Q3 we are raising our full-year 2026 organic revenue growth outlook to 15% we are raising our full-year 2026 non-GAAP income from operations range to $1.19 to $1.2 billion we expect full-year 2027 organic revenue growth of at least 10% We expect 2027 non-GAAP income from operations of at least $1.35 billion We also expect free cash flow of at least $1.35 billion Open the document at this passage
Oct 29
Current report 8-K
Financial results

Twilio reported Q3 revenue of $1.56 billion, up 20% year-over-year, and GAAP income from operations of $149 million for the quarter ended September 30, 2026; fiscal 2026 guidance was raised to 20% revenue growth and 15% organic growth.

All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$5.83B
Trailing 12 months
Net income (TTM)
$1.27B
Trailing 12 months
Revenue growth YoY
+19.9%
Year over year
Operating margin
6.8%
Trailing 12 months
P / E (TTM)
26.5
Trailing earnings · reciprocal yield 3.8%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$67.92M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+1.6%
Year over year · more shares
Price change (1Y)
+70.3%
Trailing year
Short interest
3.8%
Latest settlement · 1.9 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲11% $1.19B −$12.47M '24 Q4* ▲12% $1.17B $20.02M '25 Q1 ▲13.5% $1.23B $22.42M '25 Q2 ▲14.7% $1.30B $37.25M '25 Q3 ▲14.3% $1.37B −$45.85M '25 Q4* ▲20% $1.41B $90.14M '26 Q1 ▲22% $1.50B $1.07B '26 Q2 LATEST ▲19.9% $1.56B $161.16M '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q2 FY26 earnings call · Aug 6, 2026
Q2 FY26

TL;DR. Twilio delivered Q2 revenue of $1.5B (up 22% reported, 17% organic) with record non-GAAP operating income of $285M and free cash flow of $353M, while raising full-year organic revenue growth guidance to 13–13.5% (from 9.5–10.5%) and lifting full-year non-GAAP operating income and free cash flow outlook to $1.135–$1.155B.

Bullish
  • + Raised full-year organic revenue growth range to 13–13.5% from 9.5–10.5% and reported revenue growth to 18–18.5% from 14–15%
  • + Raised full-year non-GAAP income from operations and free cash flow guidance to $1.135–$1.155B from $1.08–$1.10B
  • + Dollar-based net expansion rate accelerated to 116% in Q2
Bearish
  • − Non-GAAP gross margin compressed 160 bps Y/Y to 49.1% due to $71M in incremental U.S. carrier pass-through fees
  • − Carrier fee pass-throughs are forecast to reduce full-year 2026 non-GAAP gross margin by roughly 210 bps vs. 2025
  • − Q2 GAAP results included a $33M prepaid asset impairment charge
  • − Q3 organic revenue growth guidance of 11–12% steps down from Q2's 17% organic growth, with management citing tougher Y/Y compares in voice and software add-ons

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Research

our published analysis of this company

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Sell Momentum Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Sell
50 / 200-day cross No cross
Price vs 200-day avg +9%
above
Price vs 50-day avg −16%
below
RSI (14) 39
neutral
MACD trend Negative
52-week position 53%
mid-range
Momentum
relative strength
Strong
1-month return −14%
trailing
6-month return +11%
trailing
YTD return +48%
this year
Relative strength +11%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $252 › 200d $193 — 50d above 200d
Institutional flow Accumulating
948 of 982 funds reported for Sep 30 · net +9.3M sh shares · +175 new
Insider flow Distributing
Net -$7.1M over 90 days · 100% sells
Short interest Falling
3.77% of shares out · ▼ -3.6% MoM · 1.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
982 holders — near 3-yr high, broad support
Squeeze score 54
elevated · 0–100
Fundamentals
Excellent
Revenue growth +44%
Y/Y
Gross margin 621%
contracting
EPS growth +132%
Y/Y
Free cash flow $957.2M
Valuation P/E 26.5
below peers
Buyback $698.7M
remaining
Balance sheet $310.0M
net debt
Quant / Vol
risk profile
Very High
Volatility 64%
annualized · 1-yr
Max drawdown −33%
past year
ATR 7.1%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Beat or met 8 of last 8
Latest guidance · from the 8-K filed Oct 29, 2026
fourth quarter ending December 31, 2026
Revenue $1.6B – $1.61B
prior qtr $1.56B midpoint +2.6% QoQ
Reported revenue growth 17% – 17.5%
Organic revenue growth Non-GAAP 11% – 12%
fourth quarter
Non-GAAP diluted earnings per share Non-GAAP $1.48 – $1.53
Non-GAAP income from operations Non-GAAP $300M – $310M
fiscal year 2026
Reported revenue growth 20%
Organic revenue growth Non-GAAP 15%
2026
Non-GAAP income from operations Non-GAAP Raised $1.19B – $1.2B
Aug 6, 2026 $1.14B – $1.16B changed to Oct 29, 2026 $1.19B – $1.2B
Q4 2026 Guidance
Y/Y Revenue Growth 17% – 17.5%
Y/Y Organic Revenue Growth Non-GAAP 11% – 12%
FY26 Guidance
Y/Y Revenue Growth Raised 20%
Aug 6, 2026 18% – 18.5% changed to Oct 29, 2026 20%
Y/Y Organic Revenue Growth Non-GAAP Raised 15%
Aug 6, 2026 13% – 13.5% changed to Oct 29, 2026 15%
Previous outlook earlier release · from the Earnings Call filed Aug 6, 2026

Still-open targets the latest release did not restate under the same label.

Free cash flow · full year 2026 $1.14B – $1.16B
Prior guidance period ended · from the Earnings Call filed Aug 6, 2026
Non-GAAP income from operations · Q3 $285M – $295M
Guided vs delivered · last 8 settled
Revenue Q3 2026
guided $1.51B – $1.52B
$1.56B Beat +3.3%
Revenue Q2
guided $1.42B – $1.43B
$1.5B Beat +5.2%
Revenue Q1
guided $1.34B – $1.35B
$1.41B Beat +5.0%
Revenue target Q4
guided $1.31B – $1.32B
$1.37B Beat +3.9%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell
2 · 3 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+9% Bullish
Price vs 50-day avg
−16% Bearish
RSI (14)
39 Neutral
MACD trend
Negative Bearish
52-week position
53% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $252 › 200d $193 — 50d above 200d
Institutional flow Accumulating
948 of 982 funds reported for Sep 30 · net +9.3M sh shares · +175 new
Insider flow Distributing
Net -$7.1M over 90 days · 100% sells
Short interest Falling
3.77% of shares out · ▼ -3.6% MoM · 1.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
982 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $108 Now $211 · 53% Range high $301
vs 200-day avg +9% vs 50-day avg -16%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Non-GAAP operating expenses non-GAAP $451.08M the three months ended June 30, 2026 filing —
GAAP → non-GAAP reconciliation
GAAP GAAP operating expenses $641.32M
-$138.8M Stock-based compensation
-$5.25M Amortization of acquired intangibles
-$32K Acquisition and divestiture related expenses
-$9.14M Payroll taxes related to stock-based compensation
-$4.36M Charitable contributions
+$108K Restructuring costs
-$32.77M Impairment loss on prepaid assets
= Non-GAAP operating expenses $451.08M
Total Revenue Growth Rate 22% the three months ended June 30, 2026 filing —
Dollar-Based Net Expansion Rate 116% the second quarter of 2026 —
employees 5,492 as of June 30, 2026 —
Free cash flow non-GAAP $352.6M the second quarter of 2026 —
GAAP → non-GAAP reconciliation
GAAP Net cash provided by operating activities 372.39M
-16.68M Capitalized software development costs
-3.07M Purchase of long-lived assets
= Free cash flow 352.65M
Free cash flow margin non-GAAP 24% Q2 2026 —
Non-GAAP gross margin non-GAAP 49% Three Months Ended June 30, 2026 —
Non-GAAP gross profit non-GAAP $735.7M the second quarter of 2026 —
GAAP → non-GAAP reconciliation
GAAP GAAP gross profit 725.87M
+3.11M Stock-based compensation
+6.04M Amortization of acquired intangibles
+696K Payroll taxes related to stock-based compensation
= Non-GAAP gross profit 735.71M
Non-GAAP income from operations non-GAAP $284.6M the second quarter of 2026 —
GAAP → non-GAAP reconciliation
GAAP GAAP income from operations 84.55M
+141.91M Stock-based compensation
+11.29M Amortization of acquired intangibles
+32K Acquisition related expenses
+9.84M Payroll taxes related to stock-based compensation
+4.36M Charitable contributions
-108K Restructuring costs
+32.77M Impairment loss on prepaid assets
= Non-GAAP income from operations 284.63M
Non-GAAP net income attributable to common stockholders non-GAAP 234.31M Three Months Ended June 30, 2026 —
GAAP → non-GAAP reconciliation
GAAP GAAP net income attributable to common stockholders 1.07B
+141.91M Stock-based compensation
+11.29M Amortization of acquired intangibles
+32K Acquisition related expenses
+9.84M Payroll taxes related to stock-based compensation
+440K Accretion of debt discount and issuance costs
-1.06B Provision of income tax effects related to non-GAAP adjustments
+4.36M Charitable contributions
+24.35M Share of losses from equity method investment
-108K Restructuring costs
+32.77M Impairment loss on prepaid assets
= Non-GAAP net income attributable to common stockholders 234.31M
Non-GAAP operating margin non-GAAP 19% Three Months Ended June 30, 2026 —
Operating cash flow margin 25% Three Months Ended June 30, 2026 —
Organic Revenue Y/Y Growth non-GAAP 17% Three Months Ended June 30, 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Software - Infrastructure — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
TWLO
Twilio Inc
this stock
$32.68B +48.5% +43.9% 26.5 3.8%
MSFT
Microsoft Corp
 $3.89T +8.3% +6.9% 27.4 0.8%
PLTR
Palantir Technologies Inc.
 $404.77B -5.5% +56.2% 117.5 2.3%
ORCL
Oracle Corp
 $379.03B -35.7% +17.3% 19.7 1.5%
PANW
Palo Alto Networks Inc
 $263.59B +74.9% +29.0% — 2.5%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1,112
% held
99.2%
Reported
948 of 982
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
689
View
Short & Settlement
Short Interest Falling
Shares short
5.8M
Days to cover
1.9d
Change
-216.4K sh
View
Short Volume
Short vol %
76%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.4K
Value
$390.5K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
46.1%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$7.1M
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Buy
Member
Josh Gottheimer
Amount
$1.0K–$15.0K
Traded
May 4, 2026
View
Financials
Financials
Revenue (FY)
$5.1B
Net income (FY)
$33.8M
EPS diluted
$0.21
View
Buybacks
Authorized
$2.0B
Remaining
$698.7M
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Oct 30, 2026
This year
18

Twilio reported $1,559,536 thousand revenue for the three months ended September 30, 2026, up 20%, with DBNE of 114%. Separately, releasing a portion of its U.S. valuation allowance generated a $937.1 million income tax benefit for the nine months ended September 30, 2026.

View
Proposed Sales
Value
$4.2M
Shares
14.4K
Filed
Oct 5, 2026
View
Exempt Offerings
Offering
$378.2M
Filed
Jul 28, 2021
View
Earnings & Events
Webcasts
Last webcast
Oct 29, 2026
View
Investor Relations
Latest news
Twilio Announces Third Quarter 20…
Published
Oct 29, 2026
Upcoming events
4
View

Performance

5D 20D 120D MTD YTD
TWLO +4.6% -13.6% +11.4% +3.0% +48.5%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +2.0% -12.4% +10.9% +3.2% +37.9%

Capital returns

Buyback program · as of Sep 30, 2026
Authorized
$2.00B
Spent (derived)
$1.30B
Remaining
$698.70M
Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1447669 CUSIP 90138F102 13F (30d) 864 filings 803 filers Visit website Investor relations