Twilio Q3 revenue up 19.9% to $1.56B; operating income triples to $148.6M

Filed October 30, 2026 · Period ending September 30, 2026 · Compared to 10-Q Oct 31, 2025 · ~1 min read

Key Changes

• high

  Revenue grew 19.9% to $1.56B, accelerating from 15% growth a year ago, driven by increased usage from existing customers and new accounts.

  MD&A: Revenue verify on EDGAR →
• high

  Operating income more than tripled to $148.6M from $40.9M, reflecting strong revenue growth and operating leverage.

  MD&A: Operating income verify on EDGAR →
• high

  Net income surged to $161.2M from $37.2M, boosted by a $937.1M one-time tax valuation allowance release.

  MD&A: Net income verify on EDGAR →