Welcome to our dedicated page for Twilio SEC filings (Ticker: TWLO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Twilio Inc. (NYSE: TWLO) files reports and disclosures with the U.S. Securities and Exchange Commission that provide detailed information about its operations, financial condition and key metrics as a customer engagement platform. These SEC filings are a primary source for understanding how Twilio describes its business, evaluates performance and communicates material events to investors.
Among Twilio’s regulatory documents are current reports on Form 8-K that announce quarterly financial results. For example, Twilio has furnished 8-K filings in connection with press releases covering revenue, income from operations, cash flow and operating metrics such as Active Customer Accounts and Dollar-Based Net Expansion Rate. These filings also explain the company’s use of non-GAAP financial measures, including organic revenue, organic revenue growth, free cash flow and non-GAAP income from operations, and describe how these metrics are calculated and why Twilio uses them.
Investors reviewing Twilio’s SEC filings can see discussions of how the company views its role as a customer engagement platform that combines communications, data and AI, as well as explanations of operating metrics and share repurchase programs. The filings provide context on Twilio’s financial performance, liquidity and guidance ranges, and they outline the methodologies behind metrics that management uses for planning and evaluation.
On Stock Titan’s SEC filings page for TWLO, users can access Twilio’s 8-Ks and other available filings as they are released through the EDGAR system. Real-time updates ensure that new disclosures, such as quarterly results or other material events, appear promptly. AI-powered summaries can help interpret lengthy documents by highlighting key figures, definitions of non-GAAP measures, and management’s commentary on business trends, allowing readers to navigate Twilio’s regulatory history more efficiently.
Twilio Inc. director Erika Rottenberg reported an open-market sale of Class A Common Stock executed by The Erika Rottenberg Revocable Trust. On 4 May 2026, the trust sold 1,500 shares at a weighted average price of $185.3159 per share under a pre-set Rule 10b5-1 trading plan dated 10 December 2025.
After this transaction, 32,995 Twilio shares remain indirectly held by the trust. The sale was carried out in multiple trades within a price range from $185.235 to $185.49 per share.
TWILIO INC. reported a Form 144 notice for proposed sale(s) of Common Stock by an affiliate on 05/04/2026. The excerpt lists one recent reported sale on 04/21/2026 of 1,800 shares by Erika Rottenberg and shows scheduled restricted stock lapses in 2022 totaling 1,500 shares across two lapse dates.
Twilio Inc. reported strong top- and bottom-line growth for the quarter ended March 31, 2026. Revenue rose to $1.41 billion, up 20% year over year, driven mainly by higher usage from existing customers, reflected in a Dollar-Based Net Expansion Rate of 114%, and contributions from new accounts.
Net income attributable to common stockholders increased to $90.1 million from $20.0 million, with GAAP operating margin improving to 8% and non-GAAP operating margin to 20%. Cash from operations was $153.2 million and free cash flow was $132.3 million, down from $178.3 million a year earlier, partly reflecting bonus payments.
Twilio ended the quarter with $542.0 million in cash and cash equivalents and $1.80 billion in short-term marketable securities. The company repurchased 2.1 million Class A shares for $253.4 million, with $892.0 million remaining under its authorization, and noted it may release a significant portion of its U.S. deferred tax valuation allowance in 2026 if performance trends continue.
Twilio Inc. reported strong first quarter 2026 results, with revenue of $1.41 billion, up 20% year-over-year and 16% organic growth. GAAP gross profit was $684.2 million, up 18%, and GAAP income from operations rose sharply to $107.7 million, a 366% increase.
GAAP diluted net income per share was $0.57, compared with $0.12 a year earlier. Non-GAAP diluted earnings per share were $1.50, up from $1.14. Net cash provided by operating activities was $153.2 million and free cash flow was $132.3 million, both lower than the prior-year quarter.
Twilio’s Dollar-Based Net Expansion Rate improved to 114% from 107%. The company repurchased $253.4 million of Class A common stock in the quarter, bringing total buybacks to about $1.1 billion with $892.0 million remaining authorized. For Q2 2026, Twilio guides revenue of $1.420–$1.430 billion and non-GAAP income from operations of $250–$260 million.
For fiscal 2026, Twilio raised its reported revenue growth outlook to 14–15% and organic revenue growth to 9.5–10.5%, and increased guidance for both non-GAAP income from operations and free cash flow to $1.08–$1.10 billion.
Twilio Inc 13G shows Vanguard Capital Management reports beneficial ownership of 8,113,780 shares of Common Stock, representing 5.35% of the class. The filing states Vanguard has sole dispositive power over 8,113,780 shares and sole voting power over 1,324,796 shares. The disclosure notes these holdings reflect securities managed on behalf of Vanguard funds and affiliated investment divisions.
Twilio Inc — Vanguard Portfolio Management reported beneficial ownership of 8,102,423 shares of Common Stock (CUSIP 90138F102), representing 5.34% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 8,102,423 shares and sole voting power over 20,540 shares. The filing notes these holdings include securities held by Vanguard funds and related advisory affiliates and is signed by a Vanguard officer on 04/29/2026.
Twilio Inc. is asking stockholders to vote at its virtual 2026 annual meeting on June 16, 2026 to elect four directors, ratify KPMG as auditor, approve say‑on‑pay, and update its 2016 equity and employee stock purchase plans.
The board highlights recent governance changes, including moving to a one‑share, one‑vote structure, eliminating supermajority voting, declassifying the board by 2028, and separating the CEO and independent chair roles. Ten directors serve on the board, nine of whom are independent.
Twilio emphasizes pay‑for‑performance, noting no base salary increases for named executives for two years, more than 15% lower 2025 equity grant targets, a 2025 stock‑based compensation level of 12% of revenue with a 2027 goal of about 10%, and a 2025 net burn rate of 1.5% versus a 2027 target of under 3%. The company also outlines extensive stockholder engagement and adjustments to compensation and governance in response to investor feedback.
Twilio Inc. director Erika Rottenberg reported indirect stock sales through her revocable trust. On April 21, 2026, The Erika Rottenberg Revocable Trust sold a total of 1,800 shares of Twilio Class A common stock in open-market transactions at prices around $149 per share.
The filing notes that these sales were executed under a pre-established Rule 10b5-1 trading plan dated December 10, 2025, indicating they were scheduled in advance rather than timed discretionarily.
Twilio Inc. submitted a Form 144 notice for proposed resale of restricted common stock through Charles Schwab & Co., Inc. The filing lists proposed sales tied to restricted stock lapses: 1,554 shares (11/15/2018), 41 shares (08/15/2019), and 205 shares (06/15/2022). The broker listed is Charles Schwab & Co., Inc.