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| Shipchandler KhozemaChief Executive Officer | Sell | 5,156 | $1.5M | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 2,551 | $751.3K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 1,934 | $557.0K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 1,900 | $549.4K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 1,600 | $469.0K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 800 | $233.9K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 501 | $146.0K | Mon, Oct 5 |
| Shipchandler KhozemaChief Executive Officer | Sell | 5,168 | $1.5M | Wed, Sep 30 |
| Viggiano AidanChief Financial Officer | Sell | 3,504 | $1.0M | Wed, Sep 30 |
| Viggiano AidanChief Financial Officer | Sell | 2,740 | $809.9K | Wed, Sep 30 |
| Shipchandler KhozemaChief Executive Officer | Sell | 2,670 | $789.2K | Wed, Sep 30 |
| Shipchandler KhozemaChief Executive Officer | Sell | 2,330 | $683.7K | Wed, Sep 30 |
| Josh Gottheimer | Buy | $8.0K | Mon, May 4 | Tue, Jun 2 |
Customer engagement platform Twilio (NYSE:TWLO) announced better-than-expected revenue in Q3 2026, with sales up 19.9% year on year to $1.56 billion.
Shares of customer engagement platform Twilio (NYSE:TWLO) fell 17.6% in the morning session after the company projected slower fourth-quarter organic revenue growth in its quarterly earnings report.
Twilio's modeled fair value has shifted from US$268.39 to US$274.44, indicating a slightly higher price target in recent research updates.
Twilio's CFO told analysts "we're not seeing a slowdown" and its CEO later cited "accelerating revenue growth." The Company has now guided fourth-quarter organic growth to 11% to 12%, and shares fell as much as 17%.
In an interview with CNBC, CEO Khozema Shipchandler highlighted the demand for voice, email, and messaging infrastructure used by AI agents.
Twilio shareholders woke up to a shock. The stock slumped about 15% to roughly US$205 in the first full trading session after Q3 2026 numbers hit, wiping away a chunk of recent gains in a single move. The headline print told a different story.
Twilio Inc (NYSE:TWLO), the customer communications platform, reported third-quarter revenue of $1.56 billion, up 20% and ahead of the $1.52 billion analysts expected, but its shares fell 18% as slowing growth caused concern for investors.
Key TakeawaysTwilio shares fell 17% after a third-quarter beat and a raised 2026 outlook, as its fourth-quarter guide called for organic growth of 11%-12%, down from 16%.
TWLO's Q3 earnings beat estimates as strong messaging, voice and AI demand fuel 20% revenue growth, improve profitability and raise its 2026 outlook.
Moby summary of Twilio Inc.'s Q3 2026 earnings call
Twilio’s better-than-expected third-quarter earnings fail to win over Wall Street.