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.
Twilio Inc. Chief Financial Officer Aidan Viggiano sold 806 shares of the company’s Class A common stock in an open-market transaction at $125 per share on March 2, 2026. The sale was executed under a Rule 10b5-1 trading plan dated June 6, 2025.
After this transaction, Viggiano directly holds 147,961 shares of Twilio’s Class A common stock, some of which represent restricted stock units, each convertible into one share upon vesting.
TWILIO INC reported insider sell transactions. The filing lists sales by Aidan Viggiano of common stock on 12/31/2025 (8,109 shares for $1,162,670.00), 01/05/2026 (7,213 shares for $980,752.00) and 02/17/2026 (1,023 shares for $113,205.00). The trades are reported on a Form 144 with broker information shown as Charles Schwab & Co., Inc..
Twilio Inc. Chief Financial Officer Aidan Viggiano received a grant of 37,554 shares of Class A common stock in the form of restricted stock units. Each RSU converts into one share as it vests. The RSUs vest in 12 equal quarterly installments starting on March 31, 2026, contingent on continued service. Following this award, Viggiano directly holds 148,767 shares of Class A common stock, including portions represented by RSUs.
Shipchandler Khozema reported acquisition or exercise transactions in this Form 4 filing.
Twilio Inc. Chief Executive Officer Khozema Shipchandler reported an equity compensation award of 70,100 shares of Class A common stock in the form of Restricted Stock Units (RSUs). Each RSU represents the right to receive one share of Class A common stock at no purchase price.
The RSUs vest over three years, with 1/12 vesting on March 31, 2026 and an additional 1/12 vesting each quarter on June 30, September 30, December 31 and March 31 for the following 11 quarters, subject to his continued service. After this grant, he directly holds 263,881 shares, including RSUs.
Twilio Inc. describes a diversified customer-engagement platform that blends communications APIs, customer data and AI to power messaging, voice, email and identity solutions. The company serves over 402,000 Active Customer Accounts as of December 31, 2025, ranging from small businesses to large enterprises across many industries.
Twilio’s revenue model mixes usage-based fees for Messaging, Voice and Authentication with subscriptions for Email and its Segment customer data platform. It emphasizes AI-driven personalization, global scale, and interoperability, while highlighting intense CPaaS and customer‑data competition, macroeconomic headwinds and regulatory complexity as key risks.
The company reports 5,587 employees, including 2,632 in research and development and 2,265 in sales and marketing, and notes it achieved net income of $33.8 million in 2025 after losses in prior years. Twilio also outlines ESG initiatives, including Twilio.org, which uses discounted products and grants to support over 30,000 social impact customers.
Twilio Inc. Chief Financial Officer Aidan Viggiano reported a small, non-discretionary stock sale linked to tax withholding. On February 17, 2026, he sold 1,023 shares of Class A common stock in open-market transactions at prices around $110–$111 per share to cover statutory tax obligations from vesting restricted stock units. After these mandated sell-to-cover trades, he directly holds 111,213 Twilio Class A shares.
Twilio Inc. insider Aidan Viggiano has filed a notice of proposed stock sales under Rule 144. The filing covers up to 1,023 shares of Twilio common stock with an aggregate market value of $113,205.00, to be sold through Charles Schwab & Co., Inc. on the NYSE around February 17, 2026. These shares were acquired on the same date through a restricted stock lapse as part of equity compensation. Twilio had 151,612,818 shares outstanding, providing context for the size of the planned sale. The filing also lists several prior sales over the past three months, and the filer represents that they are not aware of any undisclosed material adverse information about Twilio.
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.
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.