TWILIO INC — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 62/100
What the filing says
Twilio reported Q3 2026 revenue of $1.56B (+20% YoY, +16% organic), GAAP operating income of $149M, and non-GAAP operating income of $326M (+39% YoY). The company raised FY2026 guidance: reported revenue growth to 20% (from 18-18.5%), organic growth to 15% (from 13-13.5%), and non-GAAP operating income to $1.19-1.20B (from $1.135-1.155B). Dollar-based net expansion rate improved to 114% from 109% YoY. Share repurchases totaled $127.2M in Q3; $1.3B completed of $2.0B authorized program.
Why this rating
Strong revenue acceleration, margin expansion, and guidance raise signal healthy execution and AI momentum. Earnings ~1.4% of market cap; meaningful but not transformational. Positive capital returns support stock.
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