Twilio’s third quarter revenue of $1.56B and EPS beat estimates as full-year guidance was raised

Twilio reported third quarter 2026 results that exceeded analyst expectations on both the top and bottom lines, driven by broad-based strength across its product portfolio and disciplined execution. The company saw a significant improvement in customer retention and expansion, supported by its foundational role in providing AI-centric communication infrastructure.

Key Highlights

• Organic revenue growth reached 16% year-over-year, outperforming the mid-teens expectations and the 13.5% analyst estimate.
• Non-GAAP income from operations climbed 39% year-over-year to $326 million, reflecting continued operational leverage and cost management.
• The dollar-based net expansion rate improved to 114%, up from 109% in the prior year period, indicating stronger spend from existing customers.
• Management raised full-year 2026 organic revenue growth guidance to 15% from the previous range of 13% to 13.5%.