Twilio 2026年季度报告

For the quarterly period ended June 30, 2026 For the transition period from to TWILIO INC.(Exact name of registrant as specified in its charter)_____________________________________________ 26-2574840 (I.R.S. Employer Identification No.) (State or other jurisdiction of incorporation or organization) 101 Spear Street, Fifth FloorSan Francisco, California 94105(Address of principal executive offices) (Zip Code)(415) 390-2337(Registrant’s telephone number, including area code)____________________________________________ Securities registered pursuant to Section 12(b) of the Act: As of July24, 2026, 153,575,220 shares of the registrant’s ClassA common stock were outstanding. Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities Exchange Act of 1934 during thepreceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2)has been subject to such filing requirements for the past 90days.YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule405 of RegulationS-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company or an emerginggrowth company. See the definitions of “large accelerated filer,” “accelerated filer”, “smaller reporting company” and “emerging growth company” in Rule12b-2 of theExchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revisedfinancial accounting standards provided pursuant to Section13(a)of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act). Yes☐No☒ TWILIO INC.Quarterly Report on Form10-QFor the Three Months Ended June 30, 2026TABLE OF CONTENTS PART I - FINANCIAL INFORMATION Item1.Financial Statements (unaudited)3Condensed Consolidated Balance Sheets as ofJune 30, 2026and December 31, 20253Condensed Consolidated Statements of Operations for the Three and Six Months Ended June 30, 2026 and 20254Condensed Consolidated Statements of Comprehensive Income for the Three and Six Months Ended June 30, 2026 and20255Condensed Consolidated Statements of Stockholders’ Equity for the Three and Six Months Ended June 30, 2026 and20256Condensed Consolidated Statements of Cash Flows for the Six Months Ended June 30, 2026 and 202510Notes to Condensed Consolidated Financial Statements11Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations25Item3.Quantitative and Qualitative Disclosures About Market Risk41Item4.Controls and Procedures41PART II - OTHER INFORMATIONItem 1.Legal Proceedings43Item 1A.Risk Factors43Item 2.Unregistered Sales of Equity Securities and Use of Proceeds73Item 5.Other Information73Item6.Exhibits74Signatures74 PART I - FINANCIAL INFORMATION TWILIOINC.Condensed Consolidated Balance Sheets(Unaudited) TWILIO INC.Condensed Consolidated Statements of Stockholders’ Equity(Unaudited) TWILIO INC.Condensed Consolidated Statements of Stockholders’ Equity(Unaudited) TWILIO INC.Condensed Consolidated Statements of Stockholders’ Equity(Unaudited) TWILIO INC.Condensed Consolidated Statements of Stockholders’ Equity(Unaudited) TWILIOINC.Condensed Consolidated Statements of Cash Flows(Unaudited) Six Months EndedJune 30, TWILIOINC.Notes to Condensed Consolidated Financial Statements(Unaudited) 1. Organization and Description of Business TwilioInc. (the “Company”) was incorporated in the state of Delaware on March13, 2008. Twilio provides the infrastructure forcustomer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, andobservability, the Company enables businesses to deliver continuous, contextual, personal, and secure conversations across every channeland participant — human or AI. The Company’s headquarters are located in San Francisco, California, and the Company has subsidiaries across North America,South America, Europe, Asia and Australia. 2. Summary of Significant Accounting Policies (a)Basis of Presentation The accompanying unaudited condensed consolidated financial statements have been prepared in accordance with generally acceptedaccounting principles in the United States of America (“U.S. GAAP”) and applicable rulesand regulations of the Securities and ExchangeCommission (“SEC”) regarding interim financial reporting. Certain information and note disclosures normally included in the financialstatements prepared in accordance with U.S. GAAP have been condensed or omitted pursuant to such rulesand regulations. The