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Twilio Inc. (TWLO)

253.77 -0.79 (-0.31%)
At close: October 28 at 4:00:02 PM EDT
252.07 -1.76 (-0.69%)
Pre-Market: 4:28:31 AM EDT
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TWLO Q3 2026 earnings call
Today at 5 PM EDT
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What's happening with TWLO?

12m ago
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Twilio is scheduled to report third-quarter results on October 29, 2026. Analysts expect revenue near $1.51 billionand non-GAAP EPS (earnings per share excluding selected accounting items) of $1.46. Investors are weighing potential earnings strength against margin pressure, elevated valuation, and slower enterprise spending.

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  • Previous Close 254.56
  • Open 254.45
  • Bid --
  • Ask 256.97 x 10000
  • Day's Range 249.87 - 259.90
  • 52 Week Range 105.00 - 308.40
  • Volume 2,132,838
  • Avg. Volume 2,988,395
  • Market Cap (intraday) 38.973B
  • Beta (5Y Monthly) 1.36
  • PE Ratio (TTM) 35.10
  • EPS (TTM) 7.23
  • Earnings Date Oct 29, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 274.44
  • Morningstar Rating Rating available with Stock Picks access

Twilio Inc., together with its subsidiaries, provides customer engagement platform solutions in the United States and internationally. The company provides various application programming interfaces and software solutions for communications between customers and end users, including messaging, voice, email, video interactions, digital engagement centers, marketing campaigns, and user authentication and identity solutions. It also offers software products to build direct and personalized relationships with their end users, such as Segment, a platform that provides tools to harness the power of contextual data by unifying real-time information collected throughout each customer's journey into a unique profile. Twilio Inc. was incorporated in 2008 and is headquartered in San Francisco, California.

www.twilio.com

5,492

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 10/28/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

TWLO
78.41%
S&P 500 (^GSPC)
13.13%

1-Year Return

TWLO
123.63%
S&P 500 (^GSPC)
12.38%

3-Year Return

TWLO
405.62%
S&P 500 (^GSPC)
88.08%

5-Year Return

TWLO
10.94%
S&P 500 (^GSPC)
68.48%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 1.5B
Earnings 1.07B
Profit Margin 71.19%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
500M
1B
0.0%
20.0%
40.0%
60.0%

Analyst Insights

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Analyst Price Targets

165.00 Low
274.44 Average
253.77 Current
350.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 10/28/2026
Analyst Wells Fargo
Rating Action Maintains
Rating Overweight
Price Action Raises
Price Target 275 -> 300

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    20.61%

  • Return on Assets (ttm)

    2.06%

  • Return on Equity (ttm)

    13.50%

  • Revenue (ttm)

    5.57B

  • Net Income Avi to Common (ttm)

    1.15B

  • Diluted EPS (ttm)

    7.23

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    2.66B

  • Total Debt/Equity (mrq)

    11.87%

  • Levered Free Cash Flow (ttm)

    954.68M

Company Insights

Research Reports

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