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. 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.
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.
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.
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.
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.
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.
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.
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.
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.