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. filings document a cloud communications and customer engagement software company whose disclosures center on operating results, governance and material events. Recent 8-K reports furnish quarterly and annual financial results, including revenue, gross profit, operating income, cash flow measures and common-stockholder earnings.
Twilio’s proxy materials describe annual meeting proposals, director elections, board committee matters, executive compensation, auditor ratification and equity incentive plan approvals. Other 8-K filings record board appointments, committee assignments, changes in board size and related compensatory arrangements under the company’s public-company governance framework.
Entities associated with Sachem Head Capital Management LP reported selling 500,000 shares of Twilio Inc. Class A common stock at $247.08 per share. After this sale, they report 120,000 shares held indirectly, while director Andrew J. Stafman reports 13,492 shares held directly. The reporting persons state they may be deemed beneficial owners of these securities but disclaim beneficial ownership except to the extent of any pecuniary interest.
A shareholder associated with symbol TWLO filed a notice to sell 500,000 shares of common stock through Jones Trading Institutional Services LLC on or after August 12, 2026 on the NYSE. The shares have an aggregate market value of $123,538,400.00, while 153,575,220 shares of this class are outstanding.
The 500,000 shares were acquired on February 21, 2024 through open market purchases paid in cash. The filing also lists a prior sale of 1,000,000 common shares on May 27, 2026 by Sachem Head Capital Management LP for an aggregate value of $184,140,000.00.
Twilio Inc. director Erika Rottenberg, through The Erika Rottenberg Revocable Trust, reported six open-market sales of 3,500 shares of Class A Common Stock on August 10, 2026. The shares were sold at weighted average prices ranging roughly from $249.00 to $255.40 per share under a Rule 10b5-1 trading plan dated December 10, 2025. All reported holdings are indirect, held by the trust.
Erika Rottenberg has notified an intention to sell up to 3,500 shares of Twilio Inc. common stock through Charles Schwab & Co., Inc., with the proposed transaction date listed as August 10, 2026 on the NYSE. The notice also lists prior equity compensation events, including restricted stock lapses of 309 shares on August 15, 2018, 647 shares on June 12, 2023, 1,293 shares on September 15, 2023, and 1,251 shares on December 15, 2023. In the past three months, a separate sale of 2,000 shares of Twilio common stock on June 1, 2026, for $398,015.00 is also reported.
Twilio Inc. reported solid Q2 2026 top-line growth, with revenue of $1,499,089 (in thousands), up 22% year over year, driven by higher usage from existing customers, new accounts and incremental A2P messaging fees. Dollar‑based net expansion reached 116%, and revenue remained 64% U.S. and 36% international.
Gross profit grew to $725,866 (in thousands), and income from operations increased to $84,546 (in thousands), a 6% operating margin versus 3% a year earlier. Results included a $32,771 (in thousands) impairment on prepaid network services with two providers, which the company states will not affect future results or free cash flow.
Net income attributable to common stockholders jumped to $1,067,209 (in thousands), largely from a $944.1 million income tax benefit tied to releasing a valuation allowance on U.S. deferred tax assets, raising the deferred tax asset to $1,029,402 (in thousands). For the first half, operating cash flow was $525,591 (in thousands). Twilio ended June 30, 2026 with strong liquidity, continued repurchasing shares (2.6 million for $319.4 million year‑to‑date) and had $826.0 million remaining under its buyback authorization.
Twilio Inc. reported second-quarter 2026 results with revenue of $1.50 billion, up 22% year-over-year, and organic revenue growth of 17%. GAAP gross profit was $725.9 million and non-GAAP gross profit was $735.7 million, with non-GAAP income from operations of $284.6 million (19% margin).
GAAP net income attributable to common stockholders was $1.07 billion, or $6.68 diluted EPS, which included a $5.91 per-share non-cash benefit from releasing a significant portion of the U.S. deferred tax valuation allowance. Non-GAAP diluted EPS was $1.47. Free cash flow was $352.6 million, with net cash provided by operating activities of $372.4 million.
Dollar-Based Net Expansion Rate reached 116%. Twilio repurchased $66.0 million of stock in the quarter and has completed approximately $1.2 billion under its $2.0 billion authorization. The company raised its fiscal 2026 outlook to revenue growth of 18%–18.5% and non-GAAP income from operations and free cash flow of $1.135–$1.155 billion.
JPMorgan Chase & Co. reports beneficial ownership of Class A common stock of Twilio Inc. on an amended Schedule 13G. JPMorgan discloses beneficial ownership of 12,202,360 shares of Twilio Class A common stock, representing 8.0% of the class.
The filing states JPMorgan has sole voting power11,657,013 shares and shared voting power25,174 shares. It also reports sole dispositive power12,175,391 shares and shared dispositive power25,673 shares. Several affiliated entities, including J.P. Morgan Securities LLC, JPMorgan Chase Bank, National Association, and multiple asset management and trust subsidiaries, are identified as subsidiaries through which the securities are held.
Twilio Inc. chief executive officer Khozema Shipchandler reported selling a total of 14,458 shares of Class A common stock in open-market transactions on July 6, 2026. The shares were sold at weighted average prices ranging from $206.62 to $213.5550 per share, under a pre-arranged Rule 10b5-1 trading plan dated February 18, 2026. These transactions were routine plan-based sales and do not involve any option exercises or derivative conversions.
Twilio Inc. Chief Financial Officer Aidan Viggiano reported an open-market sale of 8,528 shares of Class A common stock at an average price of $205.43 per share. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan dated June 6, 2025, and Viggiano continues to hold 109,724 shares directly. A portion of the sold and remaining shares represents Restricted Stock Units, each convertible into one share of Class A common stock.
TWLO reported a Rule 144 notice indicating proposed and recent dispositions of common stock by an insider. The filing lists a restricted stock lapse dated 06/30/2026 as the security to be sold and records four reported sales by Khozema Shipchandler on 04/06/2026, 05/26/2026, 06/04/2026, and 06/30/2026 with the reported share and dollar amounts in the table below.