Q3 FY26 · Ended Sep 30, 2026 · View SEC filing
Nearly a full year's operating profit in one quarter
Gross profit grew 20.3% while operating costs rose 3.5%, so most of the new gross profit reached operating income.
For investorsWhat the margin gain depends on from here
For foundersThe self-serve playbook behind growth without more selling
Revenue rose 19.9% with sales and marketing down, as customers already on the platform used more of it.
Operations brought in 2.41 times net income in cash, helped by customer prepayments and pay settled in stock.
Tax items, not operations, set net income above pre-tax income, so operating income is the steadier gauge here.
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Business Lens describes Twilio from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.
