TWILIO INC

TWLO

S&P500

TWLO · NYSE · Information Technology · Services-Prepackaged Software · CIK 0001447669

Latest 10-K: FY2025, filed Feb 25, 2026

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Revenue: $5.07B; 13.7%up from FY2024
Operating income: $0.16B; n/m
Net income: $0.03B; n/m
Diluted EPS: $0.21; n/m
Net margin: 0.7%; 3.1 ppup from FY2024
S&P 500 median 12.8%

FY2025 versus the prior fiscal year.

At a glance

TWILIO INC reported revenue of $5.07B for fiscal 2025, up 13.7% from fiscal 2024.

Operating margin was 3.1% and net margin was 0.7%, against a median net margin of 12.8% across S&P 500 members for the same fiscal year.

Diluted EPS was $0.21.

Revenue grew faster than the median S&P 500 member in 5 of the last 5 fiscal years.

Over the past 12 months, insiders reported 100 open-market sales totalling $2.3B on Form 4.

1,322 institutions reported holding TWILIO INC shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was BlackRock, Inc.'s.

Data as of Oct 18, 2026 · Sources: SEC EDGAR 10-K, Form 4, 13F

Quick answers

What was TWILIO INC's revenue in fiscal 2025?: TWILIO INC reported revenue of $5.07B for fiscal 2025, up 13.7% from fiscal 2024.
What is TWILIO INC's net margin?: Operating margin was 3.1% and net margin was 0.7%, against a median net margin of 12.8% across S&P 500 members for the same fiscal year.
What is TWILIO INC's diluted EPS?: Diluted EPS was $0.21.
Are TWILIO INC insiders buying or selling shares?: Over the past 12 months, insiders reported 100 open-market sales totalling $2.3B on Form 4.
Which institutions hold TWILIO INC stock?: 1,322 institutions reported holding TWILIO INC shares in 13F filings for the quarter ended June 30, 2026; the largest reported position was BlackRock, Inc.'s.

Data as of Oct 18, 2026 · Sources: SEC EDGAR 10-K

Data as filed with the SEC, provided for information only — not investment advice.

Every figure Valuein returns traces to its SEC filing. How we build this data →

Earnings power

Five fiscal years of revenue and earnings, each margin on revenue, and the change from the prior year — compared with the typical S&P 500 company.

Revenue

15.6%

FY2021 → FY2025, compound annual

Grew faster than the S&P 500 median in 5 of 5 years

Gross profit

15.5%

FY2021 → FY2025, compound annual

Annual earnings, change versus the prior year and margin on revenue, with the S&P 500 median. USD, newest fiscal year first.
Line item	FY2025	FY2024	FY2023	FY2022	FY2021
Revenue	$5.07B	$4.46B	$4.15B	$3.83B	$2.84B
Change vs prior year	13.7%up	7.3%up	8.6%up	34.6%up	61.3%up
S&P 500 median change	6.4%	4.6%	4.9%	9.7%	14.8%
Gross profit	$2.48B	$2.28B	$2.04B	$1.81B	$1.39B
Change vs prior year	8.8%up	11.5%up	12.7%up	30.4%up	51.9%up
Margin	48.9%	51.1%	49.2%	47.4%	48.9%
Operating income	$0.16B	-$0.05B	-$0.88B	-$1.21B	-$0.92B
Change vs prior year	n/m	n/m	n/m	n/m	n/m
Margin	3.1%	-1.2%	-21.1%	-31.5%	-32.2%
Net income	$0.03B	-$0.11B	-$1.02B	-$1.26B	-$0.95B
Change vs prior year	n/m	n/m	n/m	n/m	n/m
Margin	0.7%	-2.5%	-24.4%	-32.8%	-33.4%
S&P 500 median change	4.7%	5.7%	1.7%	1.8%	—
S&P 500 median margin	12.8%	12.5%	12.7%	12.2%	13.5%
EPS (basic)	$0.22	-$0.66	-$5.54	-$6.86	-$5.45
Change vs prior year	n/m	n/m	n/m	n/m	n/m
S&P 500 median change	5.6%	6.4%	1.2%	0.0%	—
EPS (diluted)	$0.21	-$0.66	-$5.54	-$6.86	-$5.45
Change vs prior year	n/m	n/m	n/m	n/m	n/m
S&P 500 median change	6.1%	7.9%	1.3%	1.2%	—

n/m: not meaningful — the prior year was zero or negative. “—” means the figure is not available.

S&P 500 median = median of the companies in the index on Dec 31 of each fiscal year, from their own 10-K filings; a change counts only companies whose prior year was positive. Published only where at least 400 members report the line item. Updated 2026-10-18. This compares reported earnings, not share-price returns. Methodology

Smart money

Who is trading and holding TWILIO INC, from Form 4 and 13F filings.

Insider activity · past 12 months

Buys

0 insiders

Sales

100

8 insiders · $2.3B

Purchases 0% of valueSales 100% of value

Latest open-market insider trades from Form 4
Date	Insider	Role	Type	Shares	Price	Value	Filing
Sep 30, 2026	Shipchandler Khozema	Chief Executive Officer	Sale	260	$289.98	$75,394	View filing on SEC EDGAR
Sep 30, 2026	Shipchandler Khozema	Chief Executive Officer	Sale	1,060	$291.15	$308,624	View filing on SEC EDGAR
Sep 30, 2026	Shipchandler Khozema	Chief Executive Officer	Sale	1,450	$292.10	$423,547	View filing on SEC EDGAR
Sep 30, 2026	Shipchandler Khozema	Chief Executive Officer	Sale	2,330	$293.44	$683,724	View filing on SEC EDGAR
Sep 30, 2026	Shipchandler Khozema	Chief Executive Officer	Sale	5,168	$294.55	$1,522,244	View filing on SEC EDGAR

Open-market purchases (code P) and sales (code S) only. Grants, option exercises and tax withholding are excluded. Sales may be made under pre-arranged Rule 10b5-1 plans.

Largest institutional holders · 13F, quarter ended Jun 30, 2026

1,322 institutions reported positions.

Top institutional holders from 13F filings
Holder	Shares	Value	Change vs prior quarter	Filing
BlackRock, Inc.	8,968,414	$1.9B	—	View filing on SEC EDGAR
Abigail P. Johnson	8,155,899	$1.7B	—	View filing on SEC EDGAR
JPMORGAN CHASE & CO.	8,107,436	$1.6B	—	View filing on SEC EDGAR
Vanguard Portfolio Management	7,643,548	$1.6B	▼ trimmed -438,335 (5.4%)	View filing on SEC EDGAR
Vanguard Capital Management	6,849,553	$1.4B	▲ added 60,569 (0.9%)	View filing on SEC EDGAR

13F filings are due 45 days after quarter end, so this shows the latest fully reported quarter. Amended filings are counted once.

Full history, every insider and 13F filer, 13D/G activist stakes, and webhooks are on Institutional.

See Institutional

Smart money

Income Statement

5 annual periods

Income Statement, annual, most recent fiscal year first
Metric	FY25Dec '25	FY24Dec '24	FY23Dec '23	FY22Dec '22	FY21Dec '21
Revenue	$5.07B	$4.46B	$4.15B	$3.83B	$2.84B
Gross Profit	$2.48B	$2.28B	$2.04B	$1.81B	$1.39B
Operating Income	$0.16B	negative: -$0.05B	negative: -$0.88B	negative: -$1.21B	negative: -$0.92B
Net Income	$0.03B	negative: -$0.11B	negative: -$1.02B	negative: -$1.26B	negative: -$0.95B
EPS (Diluted)	$0.21	negative: -$0.66	negative: -$5.54	negative: -$6.86	negative: -$5.45

Balance Sheet

5 annual periods

Balance Sheet, annual, most recent fiscal year first
Metric	FY25Dec '25	FY24Dec '24	FY23Dec '23	FY22Dec '22	FY21Dec '21
Total Assets	$9.77B	$9.87B	$11.61B	$12.56B	$13.00B
Total Liabilities	$1.95B	$1.91B	$1.88B	$2.01B	$1.97B
Stockholders' Equity	$7.82B	$7.95B	$9.73B	$10.56B	$11.03B
Cash & Equivalents	$0.68B	$0.42B	$0.66B	$0.65B	$1.48B
Total Debt	—	—	—	—	—

Cash Flow Statement

5 annual periods

Cash Flow Statement, annual, most recent fiscal year first
Metric	FY25Dec '25	FY24Dec '24	FY23Dec '23	FY22Dec '22	FY21Dec '21
Operating Cash Flow	$1.00B	$0.72B	$0.41B	negative: -$0.25B	negative: -$0.06B
Capital Expenditures	—	—	—	—	$0.05B
Free Cash Flow	—	—	—	—	negative: -$0.10B

Ratios & Valuation

5 annual periods

Ratios & Valuation, annual, most recent fiscal year first
Metric	FY25Dec '25	FY24Dec '24	FY23Dec '23	FY22Dec '22	FY21Dec '21
Gross Margin	48.9%	51.1%	49.2%	47.4%	48.9%
Operating Margin	3.1%	negative: -1.2%	negative: -21.1%	negative: -31.5%	negative: -32.2%
Net Margin	0.7%	negative: -2.5%	negative: -24.4%	negative: -32.8%	negative: -33.4%
Return on Equity	0.4%	negative: -1.2%	negative: -10.0%	negative: -11.6%	negative: -9.8%
Return on Assets	0.3%	negative: -1.0%	negative: -8.4%	negative: -9.8%	negative: -8.4%
Debt / Equity	—	—	—	—	—

Showing the most recent 5 annual periods. Get longer history on the Pro plan, or the full history (1993–present) plus the smart-money dataset and webhooks on Institutional.

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Recent 10-K and 10-Q filings (SEC accession numbers)

Form	Accession ID	Report Date	Filing Date	Accepted At	Source
10-Q	0001447669-26-000092	Jun 30, 2026	Aug 7, 2026	Aug 8, 2026 00:18 UTC	EDGAR
10-Q	0001447669-26-000049	Mar 31, 2026	May 1, 2026	May 2, 2026 00:11 UTC	EDGAR
10-K	0001447669-26-000021	Dec 31, 2025	Feb 24, 2026	Feb 25, 2026 02:16 UTC	EDGAR
10-Q	0001447669-25-000151	Sep 30, 2025	Oct 31, 2025	Nov 1, 2025 00:09 UTC	EDGAR
10-Q	0001447669-25-000122	Jun 30, 2025	Aug 8, 2025	Aug 9, 2025 00:11 UTC	EDGAR
10-Q	0001447669-25-000073	Mar 31, 2025	May 2, 2025	May 3, 2025 00:11 UTC	EDGAR
10-K	0001447669-25-000035	Dec 31, 2024	Feb 26, 2025	Feb 27, 2025 02:12 UTC	EDGAR
10-Q	0001447669-24-000178	Sep 30, 2024	Oct 31, 2024	Nov 1, 2024 00:33 UTC	EDGAR
10-Q	0001447669-24-000128	Jun 30, 2024	Aug 1, 2024	Aug 2, 2024 00:10 UTC	EDGAR
10-Q	0001447669-24-000074	Mar 31, 2024	May 8, 2024	May 9, 2024 00:23 UTC	EDGAR
10-K	0001447669-24-000034	Dec 31, 2023	Feb 27, 2024	Feb 28, 2024 02:21 UTC	EDGAR
10-Q	0001447669-23-000226	Sep 30, 2023	Nov 9, 2023	Nov 9, 2023 04:09 UTC	EDGAR

Direct links to SEC EDGAR. TWLO has additional filings available on the SEC site.

Restatement Radar

6 numbers TWILIO INC later changed — same XBRL tag, both filings linked.

Net Cash Provided by (Used in) Investing Activities·FY 2016
Major restatement
-$35M▲ 17.5%
was-$42.4M
Revised up in a 10-K.
No amendment filed
As reported · Mar 2, 2018 10-K · Mar 1, 2019us-gaap:NetCashProvidedByUsedInInvestingActivities
Net Cash Provided by (Used in) Investing Activities·FY 2017
Minor restatement
-$226.7M▼ 1.4%
was-$223.6M
Revised down in a 10-K.
No amendment filed
As reported · Mar 2, 2018 10-K · Mar 2, 2020us-gaap:NetCashProvidedByUsedInInvestingActivities
Contract with Customer, Liability, Current·As of Dec 31, 2018
Major restatement
$23M▲ 123.0%
was$10.3M
Revised up in a 10-K.
No amendment filed
As reported · Mar 1, 2019 10-K · Mar 2, 2020us-gaap:ContractWithCustomerLiabilityCurrent
Deferred Tax Assets, Other·As of Dec 31, 2021
Major restatement
$28.9M▲ 98.1%
was$14.6M
Revised up in a 10-K.
No amendment filed
As reported · Feb 23, 2022 10-K · Feb 25, 2023us-gaap:DeferredTaxAssetsOther
Proceeds from Stock Options Exercised·FY 2017
Major restatement
$37.6M▲ 46.3%
was$25.7M
Revised up in a 10-K.
No amendment filed
As reported · Mar 1, 2019 10-K · Mar 2, 2020us-gaap:ProceedsFromStockOptionsExercised
Other Liabilities, Noncurrent·As of Dec 31, 2023
Major restatement
$29.1M▲ 46.1%
was$19.9M
Revised up in a 10-K.
No amendment filed
As reported · Feb 28, 2024 10-K · Feb 27, 2025us-gaap:OtherLiabilitiesNoncurrent

TWLO is not the only one.

See every restatement we've found across the market — or get an alert the next time TWLO revises a number.

Restatement Radar Alert me

Restatements are detected by comparing every vintage of a fact across all of TWILIO INC's filings back to 1993. A revision is not by itself a sign of wrongdoing — companies re-file for many legitimate reasons. This list is not exhaustive: it shows TWLO's most significant revisions, and a figure absent from it has not been certified as unrevised.

Research Reports

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Workspace

Cited answers on TWILIO INC, a thesis you can score, or a signal on the next filing.

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Python SDK

python

# pip install valuein-sdkfrom valuein_sdk import ValueinClient with ValueinClient() as client:  # no key: the free sample    fin = client.financials("TWLO", freq="FY", periods=4)    print(fin.statement("income"))

SDK docs

MCP server

json

{  "tool": "get_company_fundamentals",  "arguments": { "ticker": "TWLO" }}

MCP docs

Cite this page

Data as of Oct 18, 2026. Canonical address: https://valuein.biz/data/TWLO

text

Valuein. (2026, October 18). TWILIO INC (TWLO) financial statements, earnings power and smart-money summary [Data set]. Source: SEC EDGAR filings. https://valuein.biz/data/TWLO

text

@misc{valuein_twlo_2026,
  author = {{Valuein}},
  title = {TWILIO INC (TWLO) financial statements, earnings power and smart-money summary},
  year = {2026},
  howpublished = {\url{https://valuein.biz/data/TWLO}},
  note = {Data as of 2026-10-18; source: SEC EDGAR filings}
}

View TWLO filings on SEC EDGAR