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Twilio Inc SEC Filings

TWLO NYSE

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.

Rhea-AI Summary

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.

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Rhea-AI Summary

FMR LLC filed an amended Schedule 13G showing beneficial ownership of 10,672,418.12 shares of Twilio Inc. Class A common stock, representing 7.0% of the class as of 12/31/2025.

FMR LLC reports sole voting power over 9,997,030.12 shares and sole dispositive power over 10,672,418.12 shares. Abigail P. Johnson is also listed as a reporting person with sole dispositive power over the same 10,672,418.12 shares and no voting power. The filing notes that one or more other persons may have rights to dividends or sale proceeds, but no other individual holds more than five percent of the outstanding Class A shares.

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JPMorgan Chase & Co. filed an amended Schedule 13G reporting a significant ownership position in Twilio Inc. Class A common stock as of 12/31/2025. The firm reports beneficial ownership of 9,152,777 Class A shares, representing 6.0% of the class.

JPMorgan Chase & Co. has sole voting power over 7,061,018 shares and shared voting power over 12,698 shares. It has sole dispositive power over 9,143,961 shares and shared dispositive power over 8,631 shares. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Twilio.

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Twilio Inc.’s chief executive officer and director Khozema Shipchandler reported open-market sales of the company’s Class A common stock. On January 6, 2026, he sold 2,181 shares at a weighted average price of $133.1823 per share, 11,123 shares at a weighted average price of $134.4954 per share, and 32 shares at $134.86 per share. After these transactions, he directly beneficially owned 193,781 Class A shares, a portion of which are restricted stock units that each represent a right to receive one share. The sales were executed under a pre-established Rule 10b5‑1 trading plan dated February 24, 2025.

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Twilio Inc.'s Chief Financial Officer Aidan Viggiano reported a planned sale of company stock. On January 5, 2026, the reporting person sold 7,213 shares of Twilio Class A common stock at a price of $135.97 per share. After this transaction, the filing shows 112,236 shares of Twilio Class A common stock beneficially owned.

The filing notes that the sale was executed under the reporting person's Rule 10b5-1 trading plan, dated June 6, 2025, which is a pre-arranged program for selling shares over time. It also explains that a portion of the remaining reported holdings consists of restricted stock units (RSUs), each of which represents a contingent right to receive one share of Twilio Class A common stock.

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Twilio Inc. insider trading notice: A Form 144 indicates that Khozema Shipchandler plans to sell 13,336 shares of Twilio common stock through Charles Schwab & Co., Inc. on or about 01/06/2026 on the NYSE, with an aggregate market value of 1,790,778.00. The shares relate to common stock acquired on 12/31/2025 via a restricted stock lapse treated as equity compensation. Twilio had 151,612,818 shares of common stock outstanding at the time referenced. Over the prior three months, Shipchandler also sold 13,266 Twilio securities on 12/31/2025 for gross proceeds of 1,901,948.00.

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Twilio Inc.'s Chief Financial Officer reported an automatic sale of Class A common stock tied to tax obligations. On 12/31/2025, the officer sold 8,109 shares in a mandated "sell-to-cover" transaction to satisfy minimum statutory tax withholding related to vesting of restricted stock units. The weighted average sale price was $143.3802 per share, with individual trades ranging from $142.82 to $143.73 per share. After this transaction, the officer beneficially owned 119,449 shares, a portion of which are restricted stock units that each represent a contingent right to receive one share of Class A common stock.

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Twilio Inc.’s Chief Executive Officer and director reported an automatic sale of company stock tied to tax withholding. On 12/31/2025, the insider sold 13,266 shares of Twilio Class A common stock at a weighted average price of $143.3701 per share. The filing explains that the shares were sold to cover statutory tax withholding obligations upon the vesting of Restricted Stock Units (RSUs), as required by Twilio’s equity incentive plans, and that the transaction was not a discretionary sale.

The shares were sold in multiple trades at prices ranging from $142.74 to $143.73 per share. After this transaction, the reporting person beneficially owned 207,117 shares of Class A common stock, a portion of which consists of RSUs, with each RSU representing a contingent right to receive one share of Twilio’s Class A common stock.

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Twilio Inc. insider Aidan Viggiano has filed a Rule 144 notice to sell 7,213 shares of Twilio common stock through broker Charles Schwab & Co., Inc. on the NYSE. The shares to be sold were acquired on 12/31/2025 via a restricted stock lapse as equity compensation from Twilio Inc. Twilio reports 151,612,818 shares of common stock outstanding.

Over the prior three months, Viggiano sold additional Twilio shares in several transactions, including 8,035 shares on 10/09/2025, 1,514 shares on 11/17/2025, 546 shares on 11/19/2025, and 8,109 shares on 12/31/2025, for gross proceeds ranging from tens of thousands of dollars to over one million dollars. The signer represents they are not aware of undisclosed material adverse information about Twilio’s operations.

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Twilio Inc. shareholder plans to sell common stock under Rule 144. A notice was filed for the proposed sale of 8,109 shares of Twilio common stock through Charles Schwab & Co., Inc. on the NYSE, with an aggregate market value of 1,162,670.00. The filing shows 151,612,818 shares of Twilio common stock outstanding.

The 8,109 shares to be sold were acquired on 12/31/2025 through a restricted stock lapse described as equity compensation from Twilio Inc. The seller, Aidan Viggiano, also reported prior sales over the past three months, including 8,035 shares on 10/09/2025 for gross proceeds of 924,025.00, 1,514 shares on 11/17/2025 for 186,642.00, and 546 shares on 11/19/2025 for 65,902.00.

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FAQ

How many Twilio (TWLO) SEC filings are available on StockTitan?

StockTitan tracks 90 SEC filings for Twilio (TWLO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Twilio (TWLO)?

The most recent SEC filing for Twilio (TWLO) was filed on February 12, 2026.

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TWLO Stock Data

18.18B
144.93M
Software - Infrastructure
Services-prepackaged Software
Link
United States
San Francisco

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