Filing Flows › Twilio (TWLO) › Guidance history
Twilio (TWLO) guidance history: what it guided and what it reported
Twilio gave guidance in 12 earnings releases on file since Feb 14, 2024. Of 3 guided periods since reported, it met or beat its own guidance 3 times (100%). Revenue: 3 of 3, on average +4.5% against the guided midpoint. Its releases raised guidance 9 times and lowered it once.
Revenue
Met or beat 3 of 3 periods (3 above, 0 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $1.6B–$1.6B (Oct 29, 2026) | — | to be reported | — |
| Q3 2026 | $1.5B–$1.5B (Aug 6, 2026) | $1.6B | above the range | +3.3% |
| Q2 2026 | $1.4B–$1.4B (Apr 30, 2026) | $1.5B | above the range | +5.2% |
| Q1 2026 | $1.3B–$1.3B (Feb 12, 2026) | $1.4B | above the range | +5.0% |
Adjusted operating income
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $300M–$310M (Oct 29, 2026) | — | to be reported | — |
| Q3 2026 | $285M–$295M (Aug 6, 2026) | — | — | — |
| Q2 2026 | $250M–$260M (Apr 30, 2026) | — | — | — |
| Q1 2026 | $240M–$250M (Feb 12, 2026) | — | — | — |
| FY2025 | $213M (May 1, 2025) | — | — | — |
| FY2024 | $650M–$675M (Aug 1, 2024) → raised $700M–$710M (Oct 30, 2024) | — | — | — |
Free cash flow
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $1.0B–$1.1B (Feb 12, 2026) → raised $1.1B–$1.1B (Apr 30, 2026) → raised $1.1B–$1.2B (Aug 6, 2026) → raised $1.2B–$1.2B (Oct 29, 2026) | — | to be reported | — |
| FY2025 | $825M–$850M (Feb 13, 2025) → raised $850M–$875M (May 1, 2025) → raised $875M–$900M (Aug 7, 2025) → raised $920M–$930M (Oct 30, 2025) | — | — | — |
| FY2024 | $650M–$675M (Oct 30, 2024) | — | — | — |
Adjusted EPS
The guide is on an adjusted basis that the GAAP statements do not show, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| Q4 2026 | $1.48–$1.53 (Oct 29, 2026) | — | to be reported | — |
| Q3 2026 | $1.42–$1.47 (Aug 6, 2026) | — | — | — |
| Q2 2026 | $1.27–$1.32 (Apr 30, 2026) | — | — | — |
| Q1 2026 | $1.21–$1.26 (Feb 12, 2026) | — | — | — |
The latest quarter
Twilio, Q3 2026: revenue $1.6B (+20% year over year), operating margin 9.5%, net earnings $161M, operating cash flow $389M. The chart follows the revenue to costs, profit and cash.
Questions
Does Twilio beat its guidance?
Twilio gave guidance in 12 earnings releases on file since Feb 14, 2024. Of 3 guided periods since reported, it met or beat its own guidance 3 times (100%). Revenue: 3 of 3, on average +4.5% against the guided midpoint.
How often does Twilio raise guidance?
Its earnings releases raised guidance 9 times and lowered it once since Feb 14, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.