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Twilio10-Q: Software implementation

Twilio increased spending on capitalized software development by 44% YoY to $16.7M in Q1 2026.

Read at SEC EDGAR

What happened

The company's investment in capitalized software development grew from $11.6M to $16.7M year-over-year.

Source

SEC EDGARMay 1, 2026

Quarterly report (Form 10-Q)

Twilio 10-Q

Filing excerpt

Capitalized software development costs(16,708)(11,564) (for the three months ended March 31, 2026 and 2025, respectively, in thousands)

sec.gov/Archives/edgar/data/1447669/000144766926000049/twlo-20260331.htmRead the full source

Other signals in this filing (6)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Software implementation

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
May 1, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$16.7M (Capitalized software development costs for Q1 2026)
Percent
44% (Year-over-year increase in Q1 capitalized software development costs)

Details

CIK
1447669
Accession number
0001447669-26-000049
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Implementation partner opportunity
Signal category
Technology

Topics and mentions

Technologies

  • software development

Extraction

Confidence
High
Relevance
75%
Sentiment
Positive
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
softwareImplementation

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/03f43606-aed1-4f0e-9bdf-9a8b458201fa returns this record as JSON. POST /v1/companies/enrich returns every signal for twilio.com.

{
  "signal_id": "03f43606-aed1-4f0e-9bdf-9a8b458201fa",
  "signal_type": "sec-10q",
  "signal_subtype": "softwareImplementation",
  "detected_at": "2026-05-05T08:48:22.355+00:00",
  "company": {
    "name": "Twilio",
    "domain": "twilio.com"
  },
  "data": {
    "detail": "The company's investment in capitalized software development grew from $11.6M to $16.7M year-over-year. This sharp increase signals a significant internal initiative to build or substantially upgrade its software assets, creating potential opportunities for vendors of development tools, cloud infrastructure, application performance monitoring, and QA testing services.",
    "metrics": {
      "pct": 0.44,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year increase in Q1 capitalized software development costs",
      "dollar_context": "Capitalized software development costs for Q1 2026",
      "dollar_millions": 16.7
    },
    "summary": "Twilio increased spending on capitalized software development by 44% YoY to $16.7M in Q1 2026.",
    "excerpts": "Capitalized software development costs(16,708)(11,564) (for the three months ended March 31, 2026 and 2025, respectively, in thousands)",
    "relevance": 0.75,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1447669/000144766926000049/twlo-20260331.htm",
    "filing_date": "2026-05-01",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Implementation partner opportunity",
    "signal_category": "technology",
    "technologies_mentioned": [
      "software development"
    ]
  }
}

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