Recent 8-K filings for TWLO

• August 6, 2026, 4:11 PM ET earnings materiality 0.85 positive item 2.02item 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 5.02item 5.07item 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 2.02item 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%).

• February 12, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 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 2.02item 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 2.02item 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.

• May 1, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 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 2.02item 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 2.02item 5.03item 8.01item 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 2.02item 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.

• August 1, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 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%).

• May 7, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 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 1, 2024, 7:59 PM ET leadership materiality 0.65 neutral item 1.01item 5.02item 7.01item 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 7.01item 8.01item 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 2.02item 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).

• January 8, 2024, 6:59 PM ET leadership materiality 0.80 positive item 2.02item 5.02item 7.01item 8.01item 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 2.05item 7.01item 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.

• November 8, 2023, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 5.02item 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 2.02item 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%).

• May 9, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 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.

• February 15, 2023, 6:59 PM ET earnings materiality 0.85 neutral item 2.02item 5.02item 8.01item 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 2.02item 2.05item 5.02item 7.01item 8.01item 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).

• November 3, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 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 2.05item 7.01item 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 2.02item 5.02item 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.

• May 16, 2022, 7:59 PM ET M&A materiality 0.75 neutral item 1.01item 7.01item 8.01item 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 2.02item 5.02item 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 2.02item 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).

• October 27, 2021, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 5.02item 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 1.01item 7.01item 8.01item 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 2.02item 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 3.02item 8.01item 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

Earnings & guidance

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