Twilio raises annual growth and cash-flow forecasts after a strong quarter
Twilio ($TWLO)’s third-quarter 2026 revenue grew 20% to $1.56 billion, with organic growth of 16%. GAAP operating income increased to $148.6 million from approximately $41 million, while adjusted operating income reached $325.7 million. Adjusted earnings were $1.65 per share, compared with $1.25 a year earlier. Free cash flow rose to $369.6 million from $247.5 million, reinforcing the improvement in operating profitability.
The communications-software provider now expects 2026 reported revenue growth of 20%, versus its previous 18–18.5% range. Its organic-growth forecast rose to 15% from 13–13.5%, and both adjusted operating income and free cash flow are projected at $1.19–1.20 billion. Reported growth includes effects such as carrier messaging fees; the organic measure excludes specified pass-through fees and acquisition-related comparability effects.
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