Twilio Reports Record Q3 2026 Revenue and Raises Full-Year Growth Guidance
Twilio (TWLO) reported record third-quarter revenue of $1.56 billion during its Q3 2026 earnings call, driven by strong software add-on revenues and operational efficiencies. The company raised its full-year organic growth target to 15% and highlighted a significant expansion in free cash flow, which reached a record $370 million due to higher-margin product sales and cost discipline. Management identified artificial intelligence as a major long-term catalyst, noting that voice AI interactions currently represent less than 1% of total voice minutes. This provides a substantial runway for future growth as enterprises integrate real-time transcription and identity verification tools. Looking ahead, Twilio projects sustained double-digit organic revenue growth through 2027, exceeding previous investor guidance.
Tickers: $TWLO
Topics: artificial intelligence cloud communications earnings report free cash flow revenue growth