Twilio INC

Market Movers (8-K)

NYSE
Twilio Inc. announced the approval of its Amended and Restated 2016 Stock Option and Incentive Plan and Amended and Restated 2016 Employee Stock Purchase Plan at its 2026 Annual Meeting of Stockholders.
NYSE
Twilio reported strong Q1 2026 financial results with 20% year-over-year revenue growth and raised its full-year 2026 guidance.
Better than expected
NYSE
Twilio Inc. announced the immediate appointment of former Workday Co-President Doug Robinson to its Board of Directors, expanding the board to ten members.
NYSE
Twilio reported strong fourth quarter and full year 2025 financial results, showcasing accelerated revenue growth, expanded operating margins, and significant free cash flow.
Better than expected
NYSE
Twilio reported record third-quarter revenue and non-GAAP income from operations, leading to raised full-year financial targets and the acquisition of AI identity platform Stytch.
Better than expected
NYSE
Twilio announced robust second quarter 2025 financial results, featuring accelerated revenue growth and record non-GAAP income from operations and free cash flow, leading to an upward revision of its full-year 2025 organic revenue and free cash flow targets.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Twilio reports strong Q1 2026 growth with $1.41 billion in revenue and improved profitability metrics.
Better than expected
NYSE
Twilio reported a significant return to profitability in Q3 and the first nine months of 2025, driven by strong revenue growth and improved operational efficiency.
Better than expected
NYSE
Twilio Inc. reported a significant return to net income and positive operating income for the second quarter and first half of 2025, driven by strong Communications segment growth and improved Segment profitability.
Better than expected
NYSE
Twilio's Q1 2025 shows revenue growth of 12% year-over-year, with a net income of $20 million, signaling a continued focus on profitability.
Better than expected
NYSE
Twilio's third-quarter results show a 10% increase in revenue year-over-year and a substantial reduction in net loss compared to the same period last year.
Better than expected
NYSE
Twilio's second-quarter results show a modest revenue increase alongside a reduced net loss, as the company continues its focus on cost management and profitability.
Worse than expected

Annual Reports (10-K)

NYSE
Twilio Inc. reported a significant financial turnaround in 2025, achieving net income and robust free cash flow, driven by strategic realignment and customer engagement growth.
Capital raise
Better than expected
NYSE
Twilio's 2024 10-K filing highlights a strategic shift towards profitability, AI integration, and customer data utilization amidst evolving market competition.
Better than expected
NYSE
Twilio Inc. reported a 9% increase in revenue for 2023, reaching $4.2 billion, amidst significant organizational restructuring and a focus on driving profitable growth in the evolving customer engagement market.

Insider Trading (Form 4)

NYSE
Twilio Inc. Chief Executive Officer Khozema Shipchandler has sold a significant number of Class A common stock shares under a pre-arranged 10b5-1 trading plan.
NYSE
Twilio Inc. Chief Financial Officer Aidan Viggiano reported a transaction involving Class A Common Stock under a pre-established 10b5-1 trading plan.
NYSE
Twilio Inc. Chief Financial Officer Aidan Viggiano sold a total of 9,053 shares of Class A Common Stock to cover tax withholding obligations related to the vesting of Restricted Stock Units.
NYSE
Twilio CEO Khozema Shipchandler sold a portion of his Class A Common Stock to cover tax withholding obligations related to the vesting of Restricted Stock Units.
NYSE
Twilio Inc. director Andrew Stafman reported the vesting of Restricted Stock Units (RSUs) on June 15, 2026, with related filings by Sachem Head Capital Management and other entities.
NYSE
Twilio Inc. director Miyuki Suzuki reported a transaction involving restricted stock units, with immediate vesting upon grant.

Proxy Statements (Def-14A)

NYSE
Twilio Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Twilio's 2025 proxy statement highlights proposals to declassify the board, eliminate supermajority voting, and refine corporate governance practices.
Better than expected
NYSE
Twilio has updated its proxy statement for the upcoming annual meeting, specifically revising Appendix A to focus solely on proposed amendments to Article VI of the certificate of incorporation regarding the classified board structure.
NYSE
Twilio's proxy statement highlights strategic actions taken to improve financial performance, including cost-saving initiatives, share repurchases, and a focus on achieving GAAP profitability by Q4 2025, alongside a proposal to declassify the board of directors.
Better than expected
NYSE
Twilio Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Twilio's upcoming annual meeting will address key governance issues, including declassifying the board of directors and providing an advisory vote on executive compensation.
Better than expected

Schedule 13G - Passive Investments

NYSE
JPMorgan Chase & Co. has reported a significant beneficial ownership stake of 8.0% in Twilio Inc.'s Class A Common Stock as of June 30, 2026.
NYSE
Vanguard Capital Management has reported beneficial ownership of 8,113,780 shares of Twilio Inc. common stock, representing 5.35% of the class.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.34% of Twilio Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has amended its Schedule 13G for Twilio Inc., reporting 0% beneficial ownership due to an internal realignment.
NYSE
FMR LLC and Abigail P. Johnson reported beneficial ownership of 7.0% of Twilio Inc.'s Class A Common Stock as of December 31, 2025.
NYSE
JPMorgan Chase & Co. has filed an amended Schedule 13G, reporting a 6.0% beneficial ownership stake in Twilio Inc.'s Class A Common Stock as of December 31, 2025.