Twilio Inc.
Shortcut
1.56Normalized diluted EPS
+6.4% vs Street
Street
1.47Normalized diluted EPS
October 25 consensus snapshot
Real
1.65Twilio issuer non-GAAP diluted EPS
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Q3 guidance (Aug-6-2026): revenue $1.505-1.515B, non-GAAP op. income $285-295M, non-GAAP EPS $1.42-1.47 on 160M shares; frozen consensus $1.47 / $1,514.4M sits at the top of the EPS range and the revenue midpoint.
Twilio beat its revenue guidance midpoint by 3.9%-5.2% in each of the last four quarters and EPS by $0.14-0.27; CFO (Sep-8 conference) said 2%-4% top-line beats are the norm and 5%+ should not be expected, so the model uses a ~3% beat (DBNE 114%, $72M new-account revenue -> $1,554M).
Guidance EPS math implies only ~$6M of other income versus a $14-24M quarterly run-rate; the issuer's constant 22% non-GAAP tax rate on $321.6M pre-tax gives $250.9M non-GAAP net income.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026; quarter ended 2026-09-30)
- Reporting basis
- consensus data-normalized non-GAAP diluted EPS
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 6:25 AM PDT
- Reviewed revision completed
- Oct 26, 2026 at 6:25 AM PDT
- First published
- Oct 26, 2026 at 11:57 AM PDT
Result basis
The issuer reconciliation reports non-GAAP diluted EPS 1.65 versus GAAP 1.00, both attributable to common stockholders, with 161746027 diluted shares. Non-GAAP net-income adjustments and their tax effects are explicitly reported. The original forecast and A2P treatment remain unchanged. The corresponding prior-year fiscal-quarter issuer adjusted comparative 1.25 matches the frozen normalized history. This does not certify exhaustive item-level vendor equivalence.