Every material Form 8-K Twilio filed with the SEC in 2026, 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.
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 →