TWLO TWILIO INC

CIK 0001447669 49 ready 8-Ks latest August 6, 2026, 4:11 PM ET RSS · JSON

Activity: NORMAL 1 filings / 30d vs 0 baseline

Ready 8-Ks 49

Latest filing August 6, 2026, 4:11 PM ET

Top materiality 0.85

Event mix earnings ×21 · other_material ×12 · leadership ×10

Sentiment 18 pos · 5 neg · 26 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for TWLO

Highest-materiality recent filing

Twilio Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance

August 6, 2026, 4:11 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Revenue $1.50B (+22% reported, +17% organic YoY); GAAP op income $85M (+129% YoY); non-GAAP op income $285M (+29% YoY).
GAAP diluted EPS $6.68 (incl $5.91 non-cash tax benefit); non-GAAP diluted EPS $1.47 vs $1.19 YoY.

Read filing →

August 6, 2026, 4:11 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Twilio Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance

Revenue $1.50B (+22% reported, +17% organic YoY); GAAP op income $85M (+129% YoY); non-GAAP op income $285M (+29% YoY).
June 17, 2026, 4:15 PM ET other material materiality 0.60 neutral item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×5

Twilio shareholders approve amended equity plan; increase shares by 10.5 million

Stockholders approved Amended 2016 Stock Option and Incentive Plan; adds 10.5M shares to reserve.
April 30, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01 ◈ Earnings Releases ×3

Twilio Q1 revenue $1.41B (+20% YoY), GAAP EPS $0.57, Non-GAAP EPS $1.50; raises FY guidance

Revenue $1.41B (+20% reported, +16% organic); GAAP gross profit $684M (+18%), Non-GAAP $697M (+16%).
March 24, 2026, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 7.01 item 9.01

Twilio appoints former Workday Co-President Doug Robinson to Board of Directors

Doug Robinson appointed to Twilio Board effective March 24, 2026, as Class I director.
February 12, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Twilio Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP

Q4 revenue $1.366B (+14% YoY); organic growth 12%; GAAP income from ops $57M vs $13.7M.
October 30, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Twilio Q3 revenue $1.3B (+15% YoY); GAAP op income $41M; raises FY25 guidance; acquires Stytch

Revenue $1.3B, up 15% YoY (13% organic); GAAP operating income $41M vs -$5M YoY.
August 7, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Twilio Q2 2025 revenue $1.23B (+13% YoY), GAAP operating income $37M, raises FY25 revenue and FCF guidance

GAAP net income $0.14 diluted EPS vs ($0.19) YoY; non-GAAP EPS $1.19 vs $0.87.
June 11, 2025, 7:59 PM ET other material materiality 0.40 neutral item 5.03 item 5.07 item 9.01 ◈ Governance Changes

Twilio shareholders approve declassification of board and elimination of supermajority voting

Stockholders voted to declassify the board (103.3M for, 5.96M against) and eliminate supermajority voting (103.1M for, 6.09M against).
May 1, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Twilio Q1 beats: rev $1.17B (+12%), GAAP EPS $0.12, non-GAAP EPS $1.14; raises FY25 profit view

Revenue $1.17B (+12% YoY); Comm revenue $1.10B (+13%); Segment revenue $75.7M (+1%).
February 13, 2025, 6:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01

Twilio reports first-ever GAAP operating profit, Q4 revenue up 11% YoY, announces $2B buyback

Q4 revenue $1.19B (+11% YoY); Communications $1.12B (+12%); Segment $74.1M (-1%).
January 23, 2025, 6:59 PM ET other material materiality 0.75 positive item 2.02 item 5.03 item 8.01 item 9.01 ◈ Governance Changes

Twilio reports preliminary Q4 revenue up 11% YoY, positive GAAP operating income, and authorizes $2.0B share repurchase

Q4 2024 revenue growth ~11% YoY; expects positive GAAP operating income.
December 16, 2024, 6:59 PM ET leadership materiality 0.60 neutral item 5.02

Twilio CLO Dana Wagner resigns, effective Jan 1, 2025; no severance

Dana Wagner notified Twilio of his resignation as Chief Legal Officer and Corporate Secretary on Dec 13, 2024.
October 30, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02 item 9.01

Twilio Q3 revenue $1.134B (+10% YoY); raises FY non-GAAP ops income guidance to $700-710M

Revenue $1.134B (+10% YoY); Communications $1.060B (+10%); Segment flat at $73.4M.
October 4, 2024, 7:59 PM ET other material materiality 0.50 neutral item 5.02 item 9.01

Twilio amends executive severance plans: CEO gets 24mo salary + 200% bonus on change-in-control termination

CEO severance on change-in-control termination: lump sum of 24 months base salary plus 200% of target bonus, full equity acceleration.
August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01

Twilio Q2 rev $1.08B (+4% YoY); GAAP ops loss narrows; raises FY non-GAAP income guidance

Revenue $1.08B (+4% reported, +7% organic YoY); Communications $1.01B (+4%), Segment $75.2M (+3%).
June 10, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07

Twilio 2024 annual meeting: elects directors, rejects board declassification

Elected Class II directors: Epstein 71.7M for (60%), Shipchandler 118.1M (99%), Stafman 112.1M (94%).
May 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Twilio Q1 revenue $1.05B (+4% YoY), Non-GAAP ops income $160M, raises FY guidance

GAAP loss from ops improved 84% to $44M; non-GAAP ops income $160M vs $104M a year ago.
April 4, 2024, 7:59 PM ET leadership materiality 0.35 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change

Twilio director Byron Deeter to retire; board seeks declassification

Byron Deeter, director since 2010, will not stand for re-election at 2024 annual meeting.
April 1, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 1.01 item 5.02 item 7.01 item 9.01 ◈ executive_change

Twilio appoints Sachem Head partner Andy Stafman to board, plans investor day

Board expanded to 10 directors; Andy Stafman appointed as Class II director effective March 30, 2024.
March 5, 2024, 6:59 PM ET other material materiality 0.85 positive item 7.01 item 8.01 item 9.01

Twilio retains Segment, sets profitability targets, expands buyback by $2B

Segment to be retained; operational review concludes retention expected to create most shareholder value.
February 14, 2024, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01 ◈ Earnings Releases

Twilio Q4 revenue $1.08B (+5% YoY); GAAP loss $362M; CEO replaced; Segment impairment $286M

Q4 revenue $1.08B (+5% reported, +8% organic); full-year revenue $4.15B (+9% reported, +10% organic).
February 9, 2024, 6:59 PM ET other materiality 0.20 neutral item 5.03 item 9.01

Twilio amends bylaws to update stockholder nomination disclosure rules and meeting mechanics

Board adopted Third Amended and Restated Bylaws effective Feb 8, 2024.
January 8, 2024, 6:59 PM ET leadership materiality 0.80 positive item 2.02 item 5.02 item 7.01 item 8.01 item 9.01 ◈ Earnings Releases ×2◈ executive_change ×2

Twilio appoints Khozema Shipchandler as CEO; co-founder Lawson departs; Q4 guidance exceeded

Khozema Shipchandler appointed CEO effective Jan 8, 2024; succeeds co-founder Jeff Lawson who resigned as CEO and from board.
December 4, 2023, 6:59 PM ET other material materiality 0.75 negative item 2.05 item 7.01 item 9.01

Twilio announces ~5% workforce reduction, $25-35M charges; reorganizes Flex and Segment

Eliminates ~5% of workforce; expects $25-$35M in restructuring charges, majority in Q4 2023.
December 1, 2023, 6:59 PM ET other materiality 0.30 neutral item 5.02 item 9.01

Twilio adopts Executive Incentive Compensation Plan for named executive officers

Plan approved by Compensation and Talent Management Committee on Nov 30, 2023.
November 8, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02 item 5.02 item 9.01 ◈ Earnings Releases◈ executive_change

Twilio Q3 rev $1.03B (+5% YoY), Non-GAAP ops income $136M; raises FY23 guidance

GAAP loss from ops improved 76% YoY to $108.9M; Non-GAAP income from ops $136.4M vs (35.1M) loss.
August 8, 2023, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 9.01 ◈ Earnings Releases

Twilio Q2 rev $1.04B (+10%), non-GAAP ops income $120M vs loss; FY guidance raised to $350-400M

Revenue $1.04B (+10% YoY); Communications $913M (+10%), Data & Apps $125M (+12%).
June 29, 2023, 7:59 PM ET other material materiality 0.50 neutral item 3.03 item 5.03 item 8.01 item 9.01 ◈ Governance Changes

Twilio completes automatic conversion of all Class B stock to Class A, eliminating dual-class structure

All outstanding Class B shares (10 votes each) converted 1:1 into Class A shares (1 vote each) on June 28, 2023.
June 14, 2023, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

Twilio stockholders elect three Class I directors, ratify KPMG at 2023 annual meeting

Charles Bell, Jeffrey Immelt, and Erika Rottenberg elected as Class I directors with over 99% of votes cast.
May 9, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 9.01 ◈ Earnings Releases

Twilio Q1 revenue $1.01B, non-GAAP ops income $103.8M; raises FY23 ops guidance

Revenue $1.01B (+15% YoY); GAAP ops loss $264.1M includes $121.9M severance and $21.8M lease impairment.
March 30, 2023, 7:59 PM ET leadership materiality 0.50 positive item 5.02 item 9.01 ◈ executive_change ×2

Twilio appoints Microsoft EVP Charlie Bell to board; director Dalzell not standing for re-election

Charlie Bell, Microsoft EVP of Security, Compliance, Identity, and Management, appointed to Twilio board effective March 28, 2023.
February 23, 2023, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

Twilio appoints Aidan Viggiano as CFO; grants cash awards to execs, extends CEO severance plan

Aidan Viggiano to become CFO effective March 1, 2023; receives $2.75M target cash award.
February 15, 2023, 6:59 PM ET earnings materiality 0.85 neutral item 2.02 item 5.02 item 8.01 item 9.01 ◈ Earnings Releases ×2◈ executive_change

Twilio Q4 revenue $1.02B (+22% YoY); GAAP EPS -$1.24; authorizes $1B buyback

Q4 revenue $1.02B (+22% YoY); GAAP net loss $1.24/diluted share; non-GAAP EPS $0.22.
February 13, 2023, 6:59 PM ET other material materiality 0.75 neutral item 2.02 item 2.05 item 5.02 item 7.01 item 8.01 item 9.01 ◈ executive_change ×3◈ Restructurings & Charges ×2

Twilio to cut 17% of workforce, pre-announces Q4 results at or above guidance

Q4 2022 results expected at or above prior guidance range (Nov 2022).
February 3, 2023, 6:59 PM ET leadership materiality 0.35 neutral item 5.02

Twilio grants CPO Eyal Manor $2.5M cash retention bonus

Eyal Manor, Chief Product Officer, receives $2.5M cash bonus for past and ongoing contributions.
December 9, 2022, 6:59 PM ET leadership materiality 0.15 neutral item 5.02

Twilio director Miyuki Suzuki appointed to Compensation Committee

Board appointed Miyuki Suzuki to the Compensation and Talent Management Committee effective December 8, 2022.
November 3, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 9.01 ◈ Earnings Releases

Twilio Q3 revenue $983M (+33% YoY) but GAAP loss per share widens to $2.63; guides Q4 revenue $995M-$1,005M

Revenue $983.0M (+33% YoY, +32% organic); GAAP operating loss $457.0M vs $232.3M loss YoY.
September 14, 2022, 7:59 PM ET other material materiality 0.80 negative item 2.05 item 7.01 item 9.01

Twilio to lay off ~11% of workforce; expects $70-90M restructuring charge

Workforce reduction of approximately 11%; charges estimated at $70-90M with $55-70M cash outlays.
August 4, 2022, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 5.02 item 9.01 ◈ executive_change

Twilio Q2 rev $943M +41%; GAAP loss $1.77/sh; guides Q3 rev $965-975M; adds board member

Revenue $943.4M (+41% YoY, +33% organic); GAAP net loss per share $1.77, non-GAAP $0.11 loss.
June 23, 2022, 7:59 PM ET other materiality 0.10 neutral item 5.07 item 9.01

Twilio shareholders elect directors, ratify KPMG, approve say-on-pay at 2022 annual meeting

Donna L. Dubinsky and Deval Patrick elected as Class III directors with 178.3M and 171.8M votes for, respectively.
May 16, 2022, 7:59 PM ET M&A materiality 0.75 neutral item 1.01 item 7.01 item 8.01 item 9.01

Twilio invests $750M in Syniverse for minority stake, forms wholesale A2P messaging partnership

Twilio invested $750 million in Syniverse for common equity; Carlyle remains majority owner.
May 4, 2022, 7:59 PM ET earnings materiality 0.75 negative item 2.02 item 5.02 item 9.01 ◈ executive_change ×3

Twilio Q1 revenue up 48% to $875M; GAAP EPS -$1.23; appoints Donio as President of Revenue

Revenue $875.4M (+48% YoY, organic +35%); GAAP operating loss $217.8M vs $197.3M.
February 14, 2022, 6:59 PM ET other material materiality 0.70 neutral item 8.01

Twilio's SPAC merger plan for Syniverse fails; alternative direct investment pursued

M-3 Brigade Acquisition II Corp. and Syniverse terminated merger due to excessive shareholder redemptions.
February 9, 2022, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01

Twilio Q4 revenue $842.7M (+54% YoY); GAAP EPS -$1.63; guides Q1 rev $855-865M

Q4 revenue $842.7M (+54% YoY); FY2021 revenue $2.84B (+61% YoY).
December 10, 2021, 6:59 PM ET leadership materiality 0.30 neutral item 5.02 ◈ executive_change

Twilio General Counsel Karyn Smith resigns effective Jan 7, 2022; receives $250k bonus for transition

Karyn Smith notified Twilio of resignation as General Counsel, effective January 7, 2022.
October 27, 2021, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 5.02 item 9.01 ◈ executive_change ×2

Twilio Q3 revenue $740.2M (+65% YoY), COO Hu resigns, CFO Shipchandler becomes COO

Revenue $740.2M (+65% YoY); GAAP op loss $232.3M; non-GAAP op income $8.2M.
August 17, 2021, 7:59 PM ET other material materiality 0.75 positive item 1.01 item 7.01 item 8.01 item 9.01

Twilio commits up to $750M investment in Syniverse SPAC merger at $2.85B enterprise value

Twilio will invest $500M minimum up to $750M in Syniverse as part of de-SPAC merger with M3-Brigade Acquisition II Corp. (MBAC).
July 29, 2021, 7:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

Twilio Q2 revenue $668.9M (+67% YoY); GAAP net loss per share $1.31; Q3 revenue guidance $670-680M

Revenue $668.9M, up 67% YoY; Dollar-Based Net Expansion Rate 135% vs 132% last year.
July 14, 2021, 7:59 PM ET M&A materiality 0.75 neutral item 3.02 item 8.01 item 9.01

Twilio completes $850M acquisition of Zipwhip, toll-free messaging provider

Total consideration of $850M split equally between cash and stock; $417.7M each.

Executive changes

Departed

Byron Deeter

Director

TWLO · TWILIO INC

Filed: April 4, 2024, 7:59 PM ET

On April 3, 2024, Byron Deeter, an independent member of the board of directors (the “Board”) of Twilio Inc. (“we,” “us,” “our,” the “Company” and other similar terms), notified the Board of his decision to retire from, and not stand for re-election to, the Board effective as of the expiration of his current term immediately prior to the Company’s 2024 annual meeting of stockholders (the “2024 Annual Meeting”).

Appointed

Andy J. Stafman

Class II Director

TWLO · TWILIO INC

Effective: 2024-03-30
Filed: April 1, 2024, 7:59 PM ET

On March 30, 2024, Andy J. Stafman was appointed to the Board as a Class II director, effective immediately.

Departed

Jeff Lawson

Chief Executive Officer

TWLO · TWILIO INC

Effective: 2024-01-08
Successor: Khozema Shipchandler
Filed: January 8, 2024, 6:59 PM ET

On January 7, 2024, Jeff Lawson resigned as the Company’s Chief Executive Officer (“ CEO ”) and as a member of the Company’s Board of Directors (the “ Board ”) and as Board Chair, in each case, effective January 8, 2024.

Appointed

Khozema Shipchandler

Chief Executive Officer

TWLO · TWILIO INC

Effective: 2024-01-08
Filed: January 8, 2024, 6:59 PM ET

On January 7, 2024, the Board appointed Khozema Shipchandler, the Company’s President, Twilio Communications, as CEO of the Company and as a member of the Board, effective January 8, 2024.

Departed

Elena Donio

President, Twilio Data & Applications

TWLO · TWILIO INC

Effective: 2023-12-15
Filed: November 8, 2023, 6:59 PM ET

On November 3, 2023, Elena Donio informed the Company of her intention to resign as President, Twilio Data & Applications, effective December 15, 2023.

Departed

Richard Dalzell

Director

TWLO · TWILIO INC

Filed: March 30, 2023, 7:59 PM ET

On March 27, 2023, Richard Dalzell notified Twilio Inc. (the “Company”) of his decision to not stand for re-election as a member of the Company’s Board of Directors (the “Board”) at the Company’s 2023 Annual Meeting of Stockholders (the “Annual Meeting”).

Appointed

Charles Bell

Director

TWLO · TWILIO INC

Effective: 2023-03-28
Filed: March 30, 2023, 7:59 PM ET

On March 28, 2023, the Board, upon the recommendation of its Nominating and Corporate Governance Committee, appointed Charles Bell to the Board as a Class I director.

Appointed

Aidan Viggiano

Chief Financial Officer

TWLO · TWILIO INC

Effective: 2023-03-01
Filed: February 23, 2023, 6:59 PM ET

Aidan Viggiano, who will become the Company’s Chief Financial Officer effective March 1, 2023

Departed

Eyal Manor

Chief Product Officer

TWLO · TWILIO INC

Effective: 2023-02-28
Filed: February 15, 2023, 6:59 PM ET

On February 14, 2023, Eyal Manor informed the Company of his decision to resign as the Company’s Chief Product Officer, effective February 28, 2023.

Role change

Khozema Shipchandler

President, Twilio Communications

TWLO · TWILIO INC

Effective: 2023-03-01
Filed: February 13, 2023, 6:59 PM ET

the Board appointed Khozema Shipchandler as President, Twilio Communications, effective March 1, 2023.

Role change

Elena Donio

President, Twilio Data & Applications

TWLO · TWILIO INC

Effective: 2023-03-01
Filed: February 13, 2023, 6:59 PM ET

the Board appointed Elena Donio as President, Twilio Data & Applications, effective March 1, 2023.

Role change

Aidan Viggiano

Chief Financial Officer

TWLO · TWILIO INC

Effective: 2023-03-01
Filed: February 13, 2023, 6:59 PM ET

the Board appointed Aidan Viggiano, 43, as the Company's Chief Financial Officer, effective March 1, 2023.

Earnings & guidance

2026-Q1 EPS reported $0.57 filing →

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

18 positive 5 negative 26 neutral

source · TWLO on sec.gov