TWLO

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Exhibit 99.1

Twilio Announces Third Quarter 2026 Results

•Revenue of $1.56 billion, up 20% reported and 16% organic year-over-year

•GAAP gross profit of $761 million, up 20% year-over-year

•Non-GAAP gross profit of $768 million, up 18% year-over-year

•GAAP Income from Operations of $149 million

•Non-GAAP Income from Operations of $326 million

SAN FRANCISCO--(BUSINESS WIRE)--October 29, 2026--Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, reported financial results for its third quarter ended September 30, 2026.

“Q3 was a great quarter for Twilio, driven by disciplined execution and broad-based strength across our product portfolio,” said Khozema Shipchandler, CEO of Twilio. “Consumer AI has accelerated AI development, and its adoption demands fast, reliable infrastructure built for AI speed. Twilio is well positioned to capitalize on this moment and meet this demand.”

Third Quarter 2026 Financial Highlights

•Revenue of $1.56 billion, up 20% year-over-year. Organic revenue growth was 16% year-over-year.

•GAAP gross profit of $760.5 million, up 20% year-over-year.

•Non-GAAP gross profit of $767.8 million, up 18% year-over-year.

•GAAP income from operations of $148.6 million, up 263% year-over-year.

•Non-GAAP income from operations of $325.7 million, up 39% year-over-year.

•GAAP net income per share attributable to common stockholders, diluted, of $1.00 based on 161.7 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.23 based on 159.2 million weighted average shares outstanding in the third quarter of 2025.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.65 based on 161.7 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.25 based on 159.2 million non-GAAP weighted average shares outstanding in the third quarter of 2025.

•Net cash provided by operating activities of $389.2 million and free cash flow of $369.6 million, compared with net cash provided by operating activities of $263.6 million and free cash flow of $247.5 million for the third quarter of 2025.

Key Metrics

•Dollar-Based Net Expansion Rate of 114% for the third quarter of 2026 compared to Dollar-Based Net Expansion Rate of 109% for the third quarter of 2025.

•5,625 employees as of September 30, 2026.

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Dollars in millions, except per share amounts

Q3 2026

Results

Revenue $1,560

Y/Y Revenue Growth 20%

Y/Y Organic Revenue Growth 16%

Amount MarginY/Y Growth

GAAP gross profit $76149%20%

Non-GAAP gross profit

$76849%18%

GAAP income from operations $14910%263%

Non-GAAP income from operations

$32621%39%

Net cash provided by operating activities $38925%

Free cash flow$37024%

GAAP net income attributable to common stockholders $161

Non-GAAP net income attributable to common stockholders$267

GAAP net income per share attributable to common stockholders, diluted $1.00

Non-GAAP net income per share attributable to common stockholders, diluted

$1.65

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the third quarter of 2026, Twilio repurchased $127.2 million in aggregate value of shares of common stock. As of September 30, 2026, Twilio has completed approximately $1.3 billion of aggregate repurchases and has approximately $700 million of the originally authorized amount available for future repurchases.

Outlook

For the fourth quarter ending December 31, 2026, Twilio is initiating a revenue range of $1.595 to $1.605 billion, which implies a reported revenue growth range of 17% to 17.5% and an organic revenue growth range of 11% to 12% year-over-year. Twilio expects fourth quarter non-GAAP gross profit to be similar to its organic revenue growth range. In addition, Twilio is initiating a fourth quarter non-GAAP income from operations range of $300 to $310 million. Lastly, Twilio expects fourth quarter non-GAAP diluted earnings per share in a range of $1.48 to $1.53, based on non-GAAP weighted average diluted shares outstanding of 163 million.

Dollars and shares in millions, except per share amounts

Q4 2026

Guidance

Revenue$1,595 - $1,605

Y/Y Revenue Growth 17% - 17.5%

Y/Y Organic Revenue Growth 11% - 12%

Non-GAAP income from operations$300 - $310

Non-GAAP diluted earnings per share (1)

$1.48 - $1.53

Non-GAAP weighted average diluted shares outstanding

163

(1) Non-GAAP diluted earnings per share guidance assumes no impact from volatility of foreign exchange rates.

For fiscal year 2026, Twilio is raising its reported revenue growth outlook to 20% compared with 18% to 18.5% pr

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Exhibit 99.1

Twilio Announces Second Quarter 2026 Results

•Revenue of $1.50 billion, up 22% reported and 17% organic year-over-year

•GAAP gross profit of $726 million, up 20% year-over-year

•Non-GAAP gross profit of $736 million, up 18% year-over-year

•GAAP Income from Operations of $85 million

•Non-GAAP Income from Operations of $285 million

SAN FRANCISCO--(BUSINESS WIRE)--August 6, 2026--Twilio (NYSE: TWLO), the infrastructure for customer engagement in the AI era, reported financial results for its second quarter ended June 30, 2026.

“We are in a powerful new chapter at Twilio, marked by another quarter of organic growth acceleration as well as record profitability and free cash flow,” said Khozema Shipchandler, CEO of Twilio. “At SIGNAL, we unveiled a revamped Twilio platform giving customers the building blocks they need to power rich, lifelong conversations. In a world where humans and AI agents increasingly work side by side, Twilio is providing the infrastructure to power them both.”

Second Quarter 2026 Financial Highlights

•Revenue of $1.50 billion, up 22% year-over-year. Organic revenue growth was 17% year-over-year.

•GAAP gross profit of $725.9 million, up 20% year-over-year.

•Non-GAAP gross profit of $735.7 million, up 18% year-over-year.

•GAAP income from operations of $84.5 million, up 129% year-over-year.

•Non-GAAP income from operations of $284.6 million, up 29% year-over-year.

•GAAP net income per share attributable to common stockholders, diluted, of $6.68 based on 159.7 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.14 based on 159.7 million weighted average shares outstanding in the second quarter of 2025.

◦GAAP net income per share attributable to common stock holders, diluted, included a non-cash benefit of $5.91 per share associated with the release of a significant portion of the valuation allowance against Twilio’s U.S. deferred tax assets.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.47 based on 159.7 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.19 based on 159.7 million non-GAAP weighted average shares outstanding in the second quarter of 2025.

•Net cash provided by operating activities of $372.4 million and free cash flow of $352.6 million, compared with net cash provided by operating activities of $277.1 million and free cash flow of $263.5 million for the second quarter of 2025.

Key Metrics

•Dollar-Based Net Expansion Rate of 116% for the second quarter of 2026 compared to Dollar-Based Net Expansion Rate of 108% for the second quarter of 2025.

•5,492 employees as of June 30, 2026.

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Dollars in millions, except per share amounts

Q2 2026

Results

Revenue $1,499

Y/Y Revenue Growth 22%

Y/Y Organic Revenue Growth 17%

Amount MarginY/Y Growth

GAAP gross profit $72648%20%

Non-GAAP gross profit

$73649%18%

GAAP income from operations $856%129%

Non-GAAP income from operations

$28519%29%

Net cash provided by operating activities $37225%

Free cash flow$35324%

GAAP net income attributable to common stockholders $1,067

Non-GAAP net income attributable to common stockholders$234

GAAP net income per share attributable to common stockholders, diluted $6.68

Non-GAAP net income per share attributable to common stockholders, diluted

$1.47

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the second quarter of 2026, Twilio repurchased $66.0 million in aggregate value of shares of common stock. To date, Twilio has completed approximately $1.2 billion of aggregate repurchases and has $826.0 million of the originally authorized amount available for future repurchases as of June 30, 2026.

Outlook

For the third quarter ending September 30, 2026, Twilio is initiating a revenue range of $1.505 to $1.515 billion, which implies a reported revenue growth range of 16% to 16.5% and an organic revenue growth range of 11% to 12% year-over-year. In addition, Twilio is initiating a third quarter non-GAAP income from operations range of $285 to $295 million. Lastly, Twilio expects third quarter non-GAAP diluted earnings per share in a range of $1.42 to $1.47, based on non-GAAP weighted average diluted shares outstanding of 160 million.

Dollars and shares in millions, except per share amounts

Q3 2026

Guidance

Revenue$1,505 - $1,515

Y/Y Revenue Growth 16% - 16.5%

Y/Y Organic Revenue Growth 11% - 12%

Non-GAAP income from operations$285 - $295

Non-GAAP diluted earnings per share (1)

$1.42 - $1.47

Non-GAAP weighted average diluted shares outstanding

160

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Exhibit 99.1

Twilio Announces First Quarter 2026 Results

•Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year

•GAAP gross profit of $684 million, up 18% year-over-year

•Non-GAAP gross profit of $697 million, up 16% year-over-year

•GAAP Income from Operations of $108 million

•Non-GAAP Income from Operations of $279 million

SAN FRANCISCO--(BUSINESS WIRE)--April 30, 2026--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today’s leading brands, reported financial results for its first quarter ended March 31, 2026.

“Q1 was a milestone quarter for Twilio, marked by our highest revenue and gross profit growth rates in more than three years,” said Khozema Shipchandler, CEO of Twilio. “Twilio’s performance is the result of a multi-year, companywide evolution that fundamentally transformed Twilio’s innovation velocity, GTM efficiency, and financial rigor and has led us to become a foundational infrastructure layer in the era of AI.”

First Quarter 2026 Financial Highlights

•Revenue of $1.41 billion, up 20% year-over-year. Organic revenue growth was 16% year-over-year.

•GAAP gross profit of $684.2 million, up 18% year-over-year.

•Non-GAAP gross profit of $697.5 million, up 16% year-over-year.

•GAAP income from operations of $107.7 million, up 366% year-over-year.

•Non-GAAP income from operations of $278.9 million, up 31% year-over-year.

•GAAP net income per share attributable to common stockholders, diluted, of $0.57 based on 157.8 million weighted average shares outstanding, compared with GAAP net income per share attributable to common stockholders, diluted, of $0.12 based on 161.8 million weighted average shares outstanding in the first quarter of 2025.

•Non-GAAP net income per share attributable to common stockholders, diluted, of $1.50 based on 157.8 million non-GAAP weighted average shares outstanding, compared with non-GAAP net income per share attributable to common stockholders, diluted, of $1.14 based on 161.8 million non-GAAP weighted average shares outstanding in the first quarter of 2025.

•Net cash provided by operating activities of $153.2 million and free cash flow of $132.3 million, compared with net cash provided by operating activities of $191.0 million and free cash flow of $178.3 million for the first quarter of 2025.

Key Metrics

•Dollar-Based Net Expansion Rate of 114% for the first quarter of 2026 compared to Dollar-Based Net Expansion Rate of 107% for the first quarter of 2025.

•5,558 employees as of March 31, 2026.

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Dollars in millions, except per share amounts

Q1 2026

Results

Revenue $1,407

Y/Y Revenue Growth 20%

Y/Y Organic Revenue Growth 16%

Amount MarginY/Y Growth

GAAP gross profit $68449%18%

Non-GAAP gross profit

$69750%16%

GAAP income from operations $1088%366%

Non-GAAP income from operations

$27920%31%

Net cash provided by operating activities $15311%

Free cash flow$1329%

GAAP net income attributable to common stockholders $90

Non-GAAP net income attributable to common stockholders$236

GAAP net income per share attributable to common stockholders, diluted $0.57

Non-GAAP net income per share attributable to common stockholders, diluted

$1.50

Share Repurchase Program

In January 2025, Twilio’s Board of Directors authorized a share repurchase program pursuant to which Twilio may repurchase up to $2.0 billion in aggregate value of its outstanding Class A common stock (“common stock”). The program is set to expire on December 31, 2027. During the first quarter of 2026, Twilio repurchased $253.4 million in aggregate value of shares of common stock. To date, Twilio has completed approximately $1.1 billion of aggregate repurchases and has $892.0 million of the originally authorized amount available for future repurchases as of March 31, 2026.

Outlook

For the second quarter ended June 30, 2026, Twilio is initiating a revenue range of $1.420 to $1.430 billion, which implies a reported revenue growth range of 15.5% to 16.5% and an organic revenue growth range of 10% to 11% year-over-year. In addition, Twilio is initiating a second quarter non-GAAP income from operations range of $250 to $260 million. Lastly, Twilio expects second quarter non-GAAP diluted earnings per share in a range of $1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million.

Dollars and shares in millions, except per share amounts

Q2 2026

Guidance

Revenue $1,420 - $1,430

Y/Y Revenue Growth

15.5% - 16.5%

Y/Y Organic Revenue Growth 10% - 11%

Non-GAAP income from operations

$250 - $260

Non-GAAP diluted earnings per share (1)

$1.27 - $1.32

Non-GAAP weighted average diluted shares outstanding

157

(1) Non-GAAP diluted earnings per share guidance assumes no impact from volatility of foreign exchange rates.

For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previous