Filing Flows › Twilio (TWLO) › Q3 2026
Twilio (TWLO) Q3 2026 earnings results (third quarter 2026)
10-Q filed Oct 30, 2026
Twilio (TWLO) reported revenue of $1.6B for the third quarter 2026 (Q3 2026), +20% from a year earlier and +4% from the quarter before. Operating margin was 9.5%, net earnings $161M (10.3% of revenue).
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.
| Q3 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $1.6B | +4% | +20% |
| Gross profit | $761M | +5% | +20% |
| Operating profit | $149M | +76% | +263% |
| Net earnings | $161M | -85% | +333% |
| Operating cash flow | $389M | +5% | +48% |
What changed
Revenue was $1.6B in Q3 2026, up 20% year over year and up 4% from the previous quarter.
Gross margin was 48.8%, up 0.2 points from Q3 2025. Operating profit was $0.15B, a 9.5% margin (up 6.4 points year over year). Of the extra revenue versus Q3 2025, 42% reached operating profit, above the 3% margin then. Operating expenses grew 4% against revenue growth of 20%. Net earnings were $0.16B, up 333% year over year. The effective tax rate was -15.8%.
Operating cash flow was $0.39B (up 48% year over year), 241% of net earnings. Non-cash charges added back $0.03B of depreciation and amortization and $0.15B of share-based compensation. Working capital and other items added $0.05B.
Questions
What was Twilio's revenue in the third quarter 2026?
Twilio (TWLO) reported revenue of $1.6B for the third quarter 2026 (Q3 2026), +20% from a year earlier and +4% from the quarter before.
Was Twilio profitable in the third quarter 2026?
Operating profit was $149M (9.5% of revenue) and net earnings $161M.
Source: Twilio 10-Q on SEC EDGAR.