TWLOTwilio

Technology · Software · NYSE

We envision a world in which every digital interaction is amazing. 10-K, Item 1

Employees: 5,587
Headquarters: San Francisco, CA
CEO: Khozema Shipchandler
Next results: around Feb 11, 2027

RevenueFY2016–25 $5.1B+13.7% Highest in 10 years 10-K FY2025 · XBRL Net incomeFY2016–25 $33.8M Highest in 10 years 10-K FY2025 · XBRL Operating marginFY2016–25 3.1%+4.3 pts -14.9% in FY2016 10-K FY2025 · XBRL

What changed

10-K filed Feb 24, 2026 against Feb 26, 2025

Area	What changed	Source
Risk factors	31 new paragraphs, nothing like them in the previous 10-K	10-K Item 1A
Accounting checks	10 other checks clear	10-K · XBRL
Insiders	No open-market buys in the last 90 days	Form 4
Filings	2 in the last 30 days	EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

What's new, in their words

10-K filed Feb 24, 2026

Paragraphs in Risk Factors that were not in the 10-K filed 2025-02-26. Quoted as filed.

Macroeconomic and political conditions and uncertainties have in the past adversely affected, and may in the future adversely affect, our business, results of operations and financial condition, and could exacerbate many of the other risks described in this “Risk Factors” section.
10-K, Item 1A

All 31 new paragraphs →

Accounting checks

latest 10-K

10 of 10 clear 0 worth a look. Checks, not verdicts.

✓
Receivables +8.2% vs revenue +13.7% (-5.5 pts)
✓
Cash from operations $1.0B vs net income $33.8M (FY ending 2025-12-31)
✓
Same auditor in both 10-Ks: KPMG LLP
✓
No statement of substantial doubt about going concern
✓
No 8-K item 4.02 in the last 2 years
✓
No NT 10-K or NT 10-Q in the last 2 years
✓
The same matters as last year: Evaluation of the sufficiency of audit evidence over revenue recognition
✓
No sentence in the 10-K concludes that controls were not effective because of a material weakness
✓
No 8-K item 2.06 in the last 2 years
✓
No 8-K item 1.03 in the last 2 years

How each check works, with sources →

In the last 30 days

All filings →

Oct 30, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
Oct 29, 20268-K Quarterly results 8-K item 2.02

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