9/108 sources · 5 publishersUpdated Oct 29, 22:36 UTC
Twilio Q3 2026 earnings beat estimates but shares tumble on slower Q4 growth outlook
Twilio reported Q3 2026 revenue of $1.56 billion, up 19.9% year‑over‑year, and adjusted earnings per share of $1.65, beating consensus estimates. The company guided Q4 revenue to $1.595‑$1.605 billion, implying organic growth of only 11%‑12% YoY, and raised its full‑year 2026 revenue growth outlook to 20%. Despite the beat, the stock fell sharply after the release.
Why it matters
The guidance signals a marked slowdown in organic revenue growth, which could compress valuation multiples and pressure the share price, as reflected by the post‑earnings decline.
Key facts
- 1Q3 2026 revenue was $1.56 billion, a 19.9% year‑over‑year increase. finance.yahoo.com
- 2Adjusted EPS for Q3 was $1.65, 12.4% above the consensus estimate of $1.47. finance.yahoo.com
- 3Q4 2026 revenue guidance is $1.595 billion to $1.605 billion. investing.com
- 4The Q4 guidance implies organic revenue growth of 11%‑12% year‑over‑year. investing.com
- 5Full‑year 2026 revenue growth outlook was raised to 20%. investing.com
- 6Shares fell 14.3% after the results. finance.yahoo.com
Open questions
- Share price decline reported as 14.3% versus 15.4%.
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.