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.
Twilio Inc. (TWLO) is the subject of an amended beneficial-ownership report listing FMR LLC and Abigail P. Johnson with 13,561,443.96 shares of Class A common stock, or 8.8% of the class. FMR LLC reports sole voting power over 12,301,626.10 shares and sole dispositive power over 13,561,443.96 shares. Abigail P. Johnson reports no voting power and sole dispositive power over 13,561,443.96 shares.
Twilio Inc. (TWLO) reported third-quarter 2026 revenue of $1.56 billion, up 20% year over year, and gross profit of $760.5 million, also up 20%. Income from operations was $148.6 million, compared with $40.9 million a year earlier. Dollar-Based Net Expansion Rate was 114%, versus 109% in the year-ago quarter.
For the nine months ended September 30, 2026, net income attributable to common stockholders was $1.3185 billion, including a $937.1 million income tax benefit from releasing a significant portion of the U.S. deferred-tax valuation allowance. Operating cash flow was $914.8 million, compared with $731.7 million a year earlier. Twilio recorded a $32.8 million impairment on prepaid network services it determined it could not consume, citing operational and financial challenges at two providers. Revenue allocated to remaining performance obligations for contracts longer than one year was $120.9 million as of September 30, 2026, with 74% expected to be recognized over the next 12 months and 97% over the next 24 months.
Twilio Inc. is the issuer for which Vanguard Portfolio Management reported beneficial ownership of 7,559,238 shares, or 4.92%, as of September 30, 2026. It reported sole voting power over 23,165 shares and sole dispositive power over 7,559,238 shares. The reported ownership includes securities attributed to Vanguard Portfolio Management and the affiliates and business divisions identified in its disclosure.
Twilio Inc. (TWLO) reported third-quarter 2026 revenue of $1.56 billion, up 20% year over year, including 16% organic growth. GAAP gross profit was $760.5 million, up 20%, and GAAP income from operations was $148.6 million, up 263%. Diluted GAAP net income per share was $1.00, compared with $0.23 in Q3 2025. Free cash flow was $369.6 million, compared with $247.5 million a year earlier.
For Q4 2026, Twilio guided to revenue of $1.595 billion to $1.605 billion, non-GAAP income from operations of $300 million to $310 million, and non-GAAP diluted earnings per share of $1.48 to $1.53. It raised its full-year 2026 reported revenue growth outlook to 20% and organic revenue growth outlook to 15%, and raised its non-GAAP income from operations and free cash flow ranges to $1.19 billion to $1.20 billion each. Twilio repurchased $127.2 million of shares in Q3; approximately $700 million of its $2.0 billion authorization remained available as of September 30, 2026.
Twilio Inc. Chief Executive Officer Khozema Shipchandler reported selling 14,442 shares of Class A common stock in seven direct transactions on October 5, 2026. The sales were executed under a Rule 10b5-1 trading plan dated February 18, 2026.
Twilio Inc. reports that Khozema Shipchandler, identified as an officer and director, intends to sell 14,442 shares of common stock, with an approximate sale date of October 5, 2026. Charles Schwab & Co., Inc. is listed as broker, and NYSE as the exchange. The reported aggregate market value is $4,203,120.00; the shares are listed in connection with a restricted stock lapse on September 30, 2026. The notice lists 153,575,220 shares outstanding.
Twilio Inc. (TWLO) Chief Financial Officer Aidan Viggiano reported sales of 9,084 Class A shares on September 30, 2026. All were mandated sell-to-cover transactions for statutory tax withholding tied to RSU vesting, rather than discretionary sales. No Rule 10b5-1 plan is reported.
Twilio Inc. (TWLO) Chief Executive Officer and director Khozema Shipchandler reported 13,898 Class A shares sold on September 30, 2026 in seven transactions. The reported weighted-average prices, matched to share amounts, were 260 shares at $289.9783, 1,060 at $291.1549, 1,450 at $292.1014, 2,330 at $293.4436, 5,168 at $294.5519, 2,670 at $295.5647 and 960 at $296.2934 per share.
The sell-to-cover transactions funded minimum statutory tax withholding tied to RSU vesting. The issuer’s equity incentive plans required them, and they were not discretionary sales by Shipchandler. No Rule 10b5-1 plan is reported.
Twilio Inc. officer Aidan Viggiano reported a proposed sale of 9,084 common shares through Charles Schwab & Co., Inc. on NYSE, with an aggregate market value of $2,676,624.00 and a sale date of September 30, 2026. The stated purpose is to cover tax obligations from settlement of vested Restricted Stock Units.
Twilio Inc. is named as issuer in a Rule 144 notice covering Khozema Shipchandler’s proposed sale of 13,898 common shares on September 30, 2026, with an aggregate market value of $4,087,133.00. The notice describes the shares as being sold to cover a tax obligation from settlement of vested Restricted Stock Units; Charles Schwab & Co., Inc. is listed as broker.