Twilio Inc. TWLO reported better-than-expected third-quarter 2026 results, with both earnings and revenues surpassing the Zacks Consensus Estimate. Non-GAAP earnings of $1.65 per share beat the consensus mark by 13%. The bottom line increased 32% from the year-ago quarter's earnings of $1.25 per share, driven by robust revenue growth and operating leverage. The cloud-based communications platform provider reported revenues of $1.56 billion, surpassing the consensus estimate by 3.1%. Revenues increased 20% year over year, driven by broad-based product strength and growing AI-related demand. The dollar-based net expansion rate was 114%, up from 109% a year ago.
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