Recent 8-K filings for TWLO

• 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

  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.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

10 positive 0 negative 5 neutral

source · TWLO on sec.gov