Twilio Inc SEC Filings

Twilio Inc. shareholder Aidan Viggiano filed a Form 144 notice to sell 546 shares of Twilio common stock through Charles Schwab on or about 11/19/2025 on the NYSE, with an aggregate market value of $65,902. The shares to be sold were acquired on 11/15/2025 via a restricted stock lapse as equity compensation from Twilio Inc. Twilio had 151,612,818 shares outstanding. Over the prior three months, Viggiano sold 8,363, 8,035 and 1,514 Twilio shares on 09/30/2025, 10/09/2025 and 11/17/2025 for gross proceeds of $841,210, $924,025 and $186,642, respectively. By signing the notice, the seller represents not knowing any undisclosed material adverse information about Twilio’s current or prospective operations.

Twilio Inc. (TWLO) has an affiliate filing a Form 144 notice to sell up to 1,514 shares of common stock through Charles Schwab & Co., Inc., with an aggregate market value of $186,642.00 and the shares listed on the NYSE. Twilio had 151,612,818 shares outstanding of common stock, providing context for the size of the planned sale. The seller acquired these shares on 11/17/2025 via an equity compensation award described as a restricted stock lapse. Over the prior three months, the same individual sold 8,363 and 8,035 shares of Twilio stock on 09/30/2025 and 10/09/2025, generating gross proceeds of $841,210.00 and $924,025.00, respectively.

Twilio Inc. director reports charitable stock donation in Form 4. A reporting person serving as a director of Twilio Inc. (TWLO) donated 4,063 shares of Class A common stock on November 13, 2025 to a donor-advised fund, with the shares intended for charitable purposes. The transaction was reported at a price of $0, reflecting that this was a gift rather than a sale. After this transaction, the reporting person beneficially owns 20,670 shares indirectly through the Shustek-Dubinsky Family Trust, which includes deferred restricted stock units.

Twilio Inc.: FMR LLC filed a Schedule 13G reporting passive beneficial ownership of 8,348,956.78 shares of Class A common stock, representing 5.4% of the class, as of the event date 09/30/2025. FMR reports sole voting power over 7,880,632.04 shares and sole dispositive power over 8,348,956.78 shares, with no shared voting or dispositive power.

Abigail P. Johnson is also listed as a reporting person with sole dispositive power over 8,348,956.78 shares and no voting power. The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing notes that one or more other persons may have rights to dividends or sale proceeds, with no single person exceeding five percent.

Twilio Inc. reported Q3 2025 results showing profitable growth. Revenue was $1,300,402,000, up from $1,133,649,000. Gross profit reached $632,077,000. Income from operations was $40,948,000 versus a loss a year ago, and diluted EPS was $0.23 compared with $(0.06). A $4,564,000 tax benefit contributed to net income of $37,248,000.

For the first nine months, revenue was $3,701,290,000 and operating cash flow was $731,689,000. The balance sheet showed $734,843,000 in cash and cash equivalents and $1,724,068,000 in short‑term marketable securities. Long‑term debt, net, was $991,856,000, consisting of $500,000,000 2029 Notes and $500,000,000 2031 Notes.

The company repurchased 3.4 million shares in Q3 for $349,700,000; year‑to‑date repurchases were $656,700,000, with about $1.3 billion remaining under the 2025 authorization. Remaining performance obligations were $168.7 million, with 64% expected over the next 12 months. Management now reviews the business as one operating segment. U.S. revenue was 64% and international 36% this quarter.

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.

Twilio Inc. (TWLO): CFO stock transaction disclosed. The company reported that its Chief Financial Officer sold 8,035 shares of Class A common stock on 10/09/2025 at $115 per share, coded “S.” The filing notes the sale was executed under a 10b5-1 trading plan dated 6/6/2025.

Following the transaction, the reporting person beneficially owned 129,618 shares on a direct basis. A portion of these shares represents Restricted Stock Units, each RSU corresponding to one share of Class A common stock.

TWILIO INC (TWLO) Form 144 notice shows a proposed sale of 8,035 common shares through Charles Schwab & Co., Inc. with an aggregate market value of $924,025. The filing reports the securities were acquired through restricted stock lapses on 08/15/2025 (1,076 shares) and 09/15/2025 (6,959 shares) as equity compensation. The seller previously sold 1,807 shares on 08/15/2025 for $191,433 and 8,363 shares on 09/30/2025 for $841,210 in the past three months.

The proposed sale is scheduled approximately on 10/09/2025 on the NYSE. The 8,035 shares represent roughly 0.005% of the 153,433,606 shares outstanding reported in the notice. The filer attests they possess no undisclosed material information and includes standard Rule 144 and Rule 10b5-1 statements.

Twilio Inc. director and CEO Shipchandler Khozema reported sales of a total of 12,922 shares of Class A common stock executed on 10/03/2025 under a pre-existing 10b5-1 trading plan. The sales occurred in multiple transactions: 3,462 shares sold at a weighted average price of $103.3009 and 9,460 shares sold at a weighted average price of $104.3732.

Following the reported transactions, the filing shows beneficial ownership figures of 229,843 and 220,383 Class A shares on the respective report lines. The filer discloses that a portion of the shares sold were deliverable upon settlement of Restricted Stock Units (RSUs), and that the sales were executed across price ranges disclosed in the footnotes.