Twilio Inc. · TWLO · Next earnings

Twilio Inc. next earnings report

TWLO's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Twilio raises growth outlook as AI and software adoption expand

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS — Calendar consensus
Consensus revenue — Calendar consensus
Report date TBD Not yet on the calendar
Session — Session not yet known

Where TWLO left off: FY2026 Q3

Full report

Twilio raises growth outlook as AI and software adoption expand

EPS surprise +12.2% Reported $1.65 vs $1.47
Revenue surprise +2.9% Reported $1.56B vs $1.52B
Stock move -15.2% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year 2026 organic revenue growth guidance to 15%, from 13%-13.5% previously, and also raised Q4 and full-year reported revenue guidance.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • AI and voice adoption remain early, which could delay expected revenue contribution.
  • Messaging growth has moderated and its lower gross margin weighs on the mix.
  • Incremental U.S. carrier pass-through fees are expected to pressure gross margin.

Questions analysts left open

  • Messaging growth deceleration and its effect on overall growth
  • Whether higher-margin software can offset carrier-fee pressure
  • Timing of mainstream AI adoption and voice monetization

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Recent TWLO quarters

All TWLO earnings
-15.2%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.