Twilio shares fell 15.24% on Oct. 30 after the cloud communications company forecast slower fourth-quarter organic revenue growth, showing a weaker near-term pace despite a higher full-year outlook.
Historical pricing attributed to S&P Global Market Intelligence shows the stock at $205.03 on Oct. 30, against $241.90 at the prior session’s close.
Twilio reported revenue of $1.559536 billion for the three months ended Sept. 30, 2026, up 20% year over year on a reported basis and 16% organically. Diluted earnings were $1.65 per share on a non-GAAP basis and $1.00 per share under generally accepted accounting principles. Chief Executive Khozema Shipchandler credited the quarter to disciplined execution and strength across Twilio’s product portfolio.
For the quarter ending Dec. 31, 2026, Twilio projected revenue of $1.595 billion to $1.605 billion and reported revenue growth of 17% to 17.5%. Its organic growth forecast was 11% to 12%, below the third-quarter rate. The company lifted its 2026 organic growth outlook to 15%, from 13% to 13.5%, and its reported growth outlook to 20%, from 18% to 18.5%.
Twilio’s organic revenue calculation excludes certain revenue from acquisitions and incremental application-to-person (A2P) fees charged by major U.S. carriers on its messaging business. The company says it passes those charges to messaging customers at cost.
Separately, Benzinga, citing its Benzinga Pro service, reported that third-quarter revenue and adjusted earnings per share exceeded its estimates of $1.51 billion and $1.47, respectively. Twilio’s earnings release did not state an analyst estimate.
SueWallSt’s Nov. 2 release publicized an investigation into potential securities-law claims involving investors who suffered losses following the outlook. The notice said the firm was notifying investors about the inquiry. SueWallSt describes an inquiry as an initial review, says it is not a lawsuit and says it does not establish that Twilio violated securities law.
