Every 8-K that Twilio Inc. (TWLO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow TWLO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TWLO filings page.
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.
Twilio Inc. reported results of its 2026 annual stockholder meeting, where all five management proposals were approved. Stockholders elected four Class I directors to serve until the 2027 annual meeting and ratified KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026.
Shareholders also approved, on a non-binding advisory basis, the compensation of Twilio’s named executive officers. In addition, they approved amendments and restatements of the 2016 Stock Option and Incentive Plan and the 2016 Employee Stock Purchase Plan, both of which are filed as exhibits and described in the company’s proxy statement.
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. appointed Doug Robinson, former Co-President of Workday, to its Board of Directors effective March 24, 2026. He will serve as a Class I director until the 2026 Annual Meeting of Stockholders, and has also been named to the Compensation and Talent Management Committee.
To accommodate his appointment, Twilio increased the Board size from nine to ten directors and the Class I slate from three to four directors, expecting to nominate Mr. Robinson alongside Charles Bell, Jeffrey Immelt and Erika Rottenberg at the 2026 Annual Meeting. Robinson will receive Twilio’s standard non-employee director compensation and enter into the company’s customary indemnification agreement.
Twilio’s press release highlights Robinson’s decades of experience scaling global go-to-market organizations, particularly from his 15-year tenure at Workday, and frames his expertise as supporting Twilio’s focus on expanding its customer engagement platform and advancing its strategy in the age of AI.
Twilio Inc. reported solid growth and a return to full-year profitability for 2025. Revenue reached $1.37 billion in the fourth quarter, up 14% year-over-year, and $5.07 billion for the full year, also up 14%.
For 2025, Twilio generated GAAP income from operations of $157.8 million, reversing a prior-year operating loss, and non-GAAP income from operations of $924.0 million. Full-year free cash flow was $945.4 million, up from $657.5 million in 2024. Non-GAAP diluted earnings per share were $4.89, compared with $3.67 a year earlier.
The company expanded its customer base to more than 402,000 active customer accounts and reported a dollar-based net expansion rate of 108% for 2025. Twilio repurchased about $854.6 million of Class A shares during 2025 and has roughly $1.1 billion remaining under its $2.0 billion authorization.
Looking ahead, Twilio guides first-quarter 2026 revenue to $1.335–$1.345 billion, implying 14–15% reported growth, and expects non-GAAP operating income of $240–$250 million. For 2026, it targets 11.5–12.5% revenue growth, $1.04–$1.06 billion in non-GAAP operating income and $1.04–$1.06 billion in free cash flow.
Twilio Inc. reported that it furnished a press release announcing its financial results for the quarter ended September 30, 2025. The press release is included as Exhibit 99.1 to this Form 8-K under Item 2.02 (Results of Operations and Financial Condition).
The company states that the information provided under Item 2.02 and Exhibit 99.1 is furnished and shall not be deemed “filed” under the Exchange Act unless expressly incorporated by specific reference.