Every material Form 8-K Twilio has filed with the SEC since May 07, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Twilio Inc. reported third quarter 2026 revenue of $1.56 billion, representing a 20% increase year-over-year. The company also raised its full-year 2026 reported revenue growth outlook to 20% and increased its non-GAAP income from operations and free cash flow ranges to $1.19 billion to $1.20 billion.
Third quarter 2026 revenue reached $1.56 billion, up 20% reported and 16% organic year-over-year.
GAAP income from operations for the third quarter was $148.6 million, with diluted net income per share of $1.00.
Full-year 2026 non-GAAP income from operations guidance was raised to a range of $1.19 billion to $1.20 billion.
Twilio repurchased $127.2 million of Class A common stock during the third quarter of 2026.
Twilio reported second-quarter 2026 revenue of $1.50 billion, up 22% from a year earlier, and non-GAAP earnings of $1.47 per diluted share, up from $1.19. GAAP diluted EPS of $6.68 was driven mainly by a $5.91 per share non-cash benefit from releasing a valuation allowance on U.S. deferred tax assets. The company raised its full-year 2026 guidance for reported revenue growth, organic revenue growth, non-GAAP income from operations and free cash flow.
Q2 2026 revenue was $1.50 billion, up 22% reported and 17% organic; non-GAAP income from operations was $285 million, up 29%.
GAAP diluted EPS of $6.68 included a $5.91 per share non-cash tax benefit; non-GAAP diluted EPS was $1.47 versus $1.19 a year earlier.
FY2026 guidance: reported revenue growth raised to 18% to 18.5% from 14% to 15%; non-GAAP income from operations and free cash flow each raised to $1.135 billion to $1.155 billion.
Twilio repurchased $66.0 million of stock in Q2 and had $826.0 million of its authorization remaining as of June 30, 2026.
At its June 16, 2026 annual meeting, Twilio stockholders approved amended and restated versions of the 2016 Stock Option and Incentive Plan and the 2016 Employee Stock Purchase Plan, and re-elected four Class I directors. Stockholders also ratified KPMG LLP as the independent auditor for fiscal 2026. The equity plan approval drew 30,250,610 votes against, a meaningful share of the votes cast, though it passed.
Equity plan approved: 88,949,992 for, 30,250,610 against, 91,571 abstain, 11,845,816 broker non-votes
Employee Stock Purchase Plan approved: 118,850,839 for, 398,239 against, 43,095 abstain
Directors elected to serve until the 2027 annual meeting: Charles Bell, Jeffrey Immelt, Douglas Robinson, Erika Rottenberg
Holders of 131,137,989 Class A shares, 86.40% of voting power, attended, establishing a quorum; record date April 17, 2026
Twilio reported first quarter 2026 revenue of $1.41 billion, up 20% year-over-year, and GAAP diluted earnings per share of $0.57 versus $0.12 a year earlier. The company raised its full-year 2026 non-GAAP income from operations range and free cash flow range to $1.08 billion to $1.10 billion each, from $1.04 billion to $1.06 billion, which lifts the outlook for shareholders. Operating cash flow and free cash flow for the quarter were lower than a year earlier.
Q1 revenue of $1.41 billion, up 20% reported and 16% organic; non-GAAP diluted EPS of $1.50 versus $1.14
FY2026 non-GAAP income from operations raised to $1.08 billion to $1.10 billion, from $1.04 billion to $1.06 billion
Q1 free cash flow of $132.3 million versus $178.3 million a year earlier; $253.4 million of shares repurchased in Q1
Q2 2026 revenue guidance of $1.420 billion to $1.430 billion and non-GAAP diluted EPS guidance of $1.27 to $1.32
Twilio's board appointed Doug Robinson as a director effective March 24, 2026, and added him to the Compensation and Talent Management Committee. The board also expanded from nine to ten directors, a change that adds a seat but involves no financial results or guidance.
Doug Robinson joins the board effective immediately, serving as a Class I director until the 2026 Annual Meeting.
Robinson previously spent 15 years at Workday, most recently as Co-President, and held positions at PeopleSoft and Oracle earlier.
The board size increased from nine to ten directors, and Class I expanded from three to four directors.
Robinson will receive the standard non-employee director compensation and enter Twilio's standard indemnification agreement.
Twilio reported fourth-quarter 2025 revenue of $1.37 billion, up 14% year over year, and full-year revenue of $5.07 billion, also up 14%. The company posted a fourth-quarter GAAP net loss of $45.9 million after an $80.6 million impairment of an equity method investment, while full-year GAAP net income was $33.8 million. Its first-quarter and full-year 2026 guidance points to slower organic revenue growth than in 2025, which matters to shareholders weighing the company's growth trajectory.
Q4 2025 non-GAAP diluted EPS was $1.33, up from $1.00 a year earlier; GAAP diluted net loss per share was $0.30, versus $0.08 in Q4 2024.
Full-year 2025 GAAP diluted EPS was $0.21, compared with a loss of $0.66 in 2024; full-year non-GAAP diluted EPS was $4.89.
Q1 2026 guidance: revenue of $1.335 billion to $1.345 billion and non-GAAP diluted EPS of $1.21 to $1.26; organic revenue growth of 10% to 11%.
FY2026 guidance: organic revenue growth of 8% to 9%, versus 13% in 2025; free cash flow of $1.04 billion to $1.06 billion.
Twilio reported third-quarter 2025 revenue of $1.3 billion, up 15% year-over-year, with GAAP income from operations of $41 million compared with a $4.9 million loss a year earlier. The company raised its 2025 revenue growth, non-GAAP operating income and free cash flow ranges, and agreed to acquire Stytch, Inc., with closing expected in mid-November.
Non-GAAP diluted EPS was $1.25, up from $1.02 in Q3 2024; GAAP diluted EPS was $0.23 versus a loss of $0.06.
2025 non-GAAP income from operations guidance raised to $900-$910 million from $850-$875 million.
2025 free cash flow guidance raised to $920-$930 million from $875-$900 million; reported revenue growth range raised to 12.4%-12.6% from 10%-11%.
Twilio repurchased $349.8 million of Class A common stock in Q3 2025 and has about $1.3 billion of its authorization remaining.
Twilio reported second-quarter 2025 revenue of $1.23 billion, up 13% from a year earlier, and GAAP income from operations of $37 million, compared with a loss of $19 million in the second quarter of 2024. The company raised its 2025 organic revenue growth target to 9% to 10% from 7.5% to 8.5% and raised its 2025 free cash flow target to $875 million to $900 million, while initiating third-quarter revenue guidance of $1.245 billion to $1.255 billion.
Total revenue of $1.23 billion, up 13% year-over-year; GAAP income from operations of $37 million versus a $19 million loss a year earlier
GAAP diluted EPS of $0.14 versus a loss of $0.19; non-GAAP diluted EPS of $1.19 versus $0.87
FY2025 organic revenue growth target raised to 9% to 10%; free cash flow target raised to $875 million to $900 million
Q3 2025 revenue guidance of $1.245 billion to $1.255 billion; FY2025 non-GAAP income from operations target reiterated at $850 million to $875 million
Twilio reported first quarter 2025 revenue of $1.17 billion, up 12% year-over-year, and GAAP income from operations of $23 million, compared with a loss of $43.5 million a year earlier. The company raised its full-year 2025 organic revenue growth guidance to 7.5% to 8.5% from 7% to 8%, and raised its non-GAAP income from operations and free cash flow targets to $850 million to $875 million from $825 million to $850 million.
Q1 2025 revenue of $1.17 billion, up 12% year-over-year; GAAP net income of $20 million, or $0.12 per diluted share, versus a net loss of $0.31 per share a year earlier
Non-GAAP income from operations of $213.4 million in Q1 2025, compared with $159.6 million in Q1 2024
Full-year 2025 organic revenue growth guidance raised to 7.5% to 8.5%; non-GAAP income from operations and free cash flow targets raised to $850 million to $875 million
Q2 2025 revenue guidance of $1.18 billion to $1.19 billion, or 9% to 10% growth
Twilio reported fourth quarter 2024 revenue of $1.19 billion, up 11% year over year, and GAAP income from operations of $13.7 million, compared with a loss of $361.7 million a year earlier. For full year 2024, revenue rose 7% to $4.46 billion and the GAAP operating loss narrowed to $53.7 million from $876.5 million, while the company gave first-quarter 2025 revenue guidance and reiterated its full-year 2025 targets. For shareholders, the filing shows higher revenue and a much smaller operating loss, plus a new share repurchase program of up to $2.0 billion.
Q4 2024 GAAP income from operations of $13.7 million, versus a GAAP loss from operations of $361.7 million in Q4 2023.
Full year 2024 GAAP loss from operations of $53.7 million, versus $876.5 million in 2023; GAAP net loss per share of $0.66 versus $5.54.
Q1 2025 revenue guidance of $1.13 billion to $1.14 billion; full year 2025 targets reiterated, including non-GAAP income from operations of $825 million to $850 million.
In January 2025, the board authorized a share repurchase program of up to $2.0 billion, expiring December 31, 2027.
Twilio said preliminary fourth-quarter 2024 revenue grew about 11% year over year and that it expects positive GAAP income from operations for the quarter. Non-GAAP operating income for the quarter and full year 2024 is expected to exceed the top end of its October 30, 2024 guidance ranges. The board also authorized a $2.0 billion share repurchase program running through December 31, 2027.
Q4 2024 revenue growth of approximately 11% year over year, with positive GAAP income from operations for the quarter
Non-GAAP income from operations for Q4 and full-year 2024 above the top end of the October 30, 2024 guidance ranges
Free cash flow for fiscal 2024 within the range given on October 30, 2024
$2.0 billion share repurchase program authorized January 19, 2025, expiring December 31, 2027; prior programs expired December 31, 2024
Twilio said its Chief Legal Officer and Corporate Secretary, Dana Wagner, notified the company on December 13, 2024, of his intention to resign. He will stay in his roles through January 1, 2025, to support a smooth transition, and will receive no severance payments or benefits.
Dana Wagner, Chief Legal Officer and Corporate Secretary, gave notice of resignation on December 13, 2024.
Wagner will remain in his positions through January 1, 2025.
No severance payments or benefits will be paid in connection with his departure.
Twilio reported third-quarter 2024 revenue of $1.134 billion, up 10% year-over-year, and GAAP loss from operations narrowed to $5 million from $109 million a year earlier. The company raised its full-year 2024 non-GAAP income from operations guidance to $700 million-$710 million, up from $650 million-$675 million, which signals improved expected profitability for shareholders.
Q3 2024 revenue of $1.134 billion, up 10% year-over-year; GAAP net loss per share of $0.06 versus $0.78 a year earlier
Non-GAAP income from operations of $182.4 million, compared with $136.4 million in Q3 2023
Full-year 2024 non-GAAP income from operations guidance raised to $700 million-$710 million; organic revenue growth guidance raised to 7.5%-8%
Q4 2024 revenue guidance of $1.150 billion-$1.160 billion; company has completed over $2.7 billion of share repurchases in aggregate
On September 30, 2024, Twilio's compensation committee amended the CEO and Senior Executive Severance Plans to add change-in-control payments for qualifying terminations. The amendments set out enhanced cash, health coverage and equity vesting terms for executives terminated within a window around a change in control, which matters to shareholders as a potential future cost and a factor in any takeover.
Amendments made September 30, 2024, by the Compensation and Talent Management Committee of the Board
CEO plan: lump sum of 24 months' base salary plus 200% of annual target bonus; up to 24 months of COBRA-related monthly payments
Senior Executive plan: lump sum of 18 months' base salary plus 150% of annual target bonus; up to 18 months of COBRA-related monthly payments
Qualifying terminations cover the period from three months before to 12 months after a change in control; full equity vesting applies, with performance awards deemed met at target
Twilio reported second-quarter 2024 revenue of $1.08 billion, up 4% year-over-year, and its GAAP loss from operations narrowed to $19.0 million from $141.8 million a year earlier. The company raised its full-year 2024 non-GAAP income from operations guidance to $650 million-$675 million, up from $585 million-$635 million, which benefits shareholders through a higher earnings outlook.
Q2 2024 revenue of $1.08 billion, up 4% year-over-year; organic revenue growth of 7%
GAAP loss from operations of $19.0 million vs. $141.8 million in Q2 2023
Non-GAAP net income per diluted share of $0.87 vs. $0.54 in Q2 2023
Full-year 2024 non-GAAP income from operations guidance raised to $650 million-$675 million; Q3 2024 revenue guidance $1,085 million-$1,095 million
Twilio reported first quarter 2024 revenue of $1.05 billion, up 4% year over year, and a GAAP loss from operations of $44 million, compared with a $264 million loss a year earlier. The company raised its full-year 2024 non-GAAP income from operations guidance to $585 million to $635 million and initiated second quarter guidance for revenue of $1,050 million to $1,060 million, which the filing says is 1% to 2% growth.
Q1 2024 non-GAAP income from operations was $160 million, versus $104 million in Q1 2023; GAAP net loss narrowed to $55 million ($0.31 per share) from $342 million ($1.84 per share).
Full-year 2024 non-GAAP income from operations guidance raised to $585 million to $635 million; organic revenue growth guidance of 5% to 10% was reaffirmed.
Q2 2024 guidance: revenue of $1,050 million to $1,060 million and non-GAAP income from operations of $135 million to $145 million.
Board authorized an additional $2.0 billion of share repurchases in March 2024; the company says about $1.5 billion has been completed and it targets the remaining $1.5 billion before the end of 2024.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Twilio filing is on SEC EDGAR ↗. 8-K briefs of other companies →