{"filings":[{"id":2106041,"accession_number":"0001447669-26-000088","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2026-08-06T20:11:45+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.50B (+22% reported, +17% organic YoY); GAAP op income $85M (+129% YoY); non-GAAP op income $285M (+29% YoY).","GAAP diluted EPS $6.68 (incl $5.91 non-cash tax benefit); non-GAAP diluted EPS $1.47 vs $1.19 YoY.","Free cash flow $352.6M vs $263.5M YoY; Dollar-Based Net Expansion Rate 116% vs 108%.","Q3 guidance: revenue $1.505-1.515B (16-16.5% reported, 11-12% organic); non-GAAP EPS $1.42-1.47.","FY2026 guidance raised: revenue growth 18-18.5% (from 14-15%), non-GAAP op income $1.135-1.155B (from $1.08-1.10B)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1111399,"accession_number":"0001447669-26-000055","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2026-06-17T20:15:12+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Twilio shareholders approve amended equity plan; 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Class I expanded from three to four.","Robinson will serve on the Compensation and Talent Management Committee.","CEO Khozema Shipchandler cited Robinson's expertise in scaling global organizations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104153,"accession_number":"0001447669-26-000010","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.366B (+14% YoY); organic growth 12%; GAAP income from ops $57M vs $13.7M.","Non-GAAP income from ops $255.6M (18.7% margin); non-GAAP diluted EPS $1.33 vs $1.00.","FY25 revenue $5.07B (+14% YoY); GAAP net income $34M ($0.21 diluted EPS) vs FY24 loss.","Active customer accounts 402,000 (+77k YoY); DBNER 109% in Q4 vs 106% in Q4 2024.","Q1 2026 rev guidance $1.335-1.345B (10-11% organic); FY26 non-GAAP ops income $1.04-1.06B."],"consensus_eps_estimate":null,"consensus_eps_actual":0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":5067220000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120417,"accession_number":"0001447669-25-000147","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q3 revenue $1.3B (+15% YoY); GAAP op income $41M; raises FY25 guidance; acquires Stytch","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.3B, up 15% YoY (13% organic); GAAP operating income $41M vs -$5M YoY.","Non-GAAP operating income $235M, up 29% YoY; Non-GAAP EPS $1.25 vs $1.02.","Free cash flow $248M, up 31%; repurchased $350M in Q3, $1.3B remaining authorization.","Raises FY25 revenue growth guidance to 12.4-12.6% (prev 10-11%); non-GAAP op income raised to $900-910M.","Acquires Stytch, Inc. (identity platform for AI agents); expected close mid-November."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":3701290000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136999,"accession_number":"0001447669-25-000119","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q2 2025 revenue $1.23B (+13% YoY), GAAP operating income $37M, raises FY25 revenue and FCF guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net income $0.14 diluted EPS vs ($0.19) YoY; non-GAAP EPS $1.19 vs $0.87.","Non-GAAP income from operations $221M (+26% YoY); free cash flow $263.5M.","Active Customer Accounts >349K (up from 316K); Dollar-Based Net Expansion Rate 108% (102% YoY).","Q3 2025 revenue guidance $1.245-$1.255B (10-11% YoY); FY25 organic revenue raised to 9-10%.","Raised FY25 FCF target to $875-$900M (from $850-$875M); repurchased $176.7M in shares in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":2400888000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154279,"accession_number":"0001193125-25-139163","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-06-11T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Twilio shareholders approve declassification of board and elimination of supermajority voting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders voted to declassify the board (103.3M for, 5.96M against) and eliminate supermajority voting (103.1M for, 6.09M against).","Declassification, supermajority removal, and removal of inoperative Class B references filed as Amended Charter on June 10, 2025.","Three Class III directors elected: Donna Dubinsky, Deval Patrick, and Miyuki Suzuki (each >98.6M votes for).","Non-binding say-on-pay approved with 92.4M for, 16.8M against; KPMG ratified as auditor for FY2025.","All six proposals passed; quorum of 123.3M shares (80.76% of voting power) present."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154278,"accession_number":"0001447669-25-000067","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q1 beats: rev $1.17B (+12%), GAAP EPS $0.12, non-GAAP EPS $1.14; raises FY25 profit view","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.17B (+12% YoY); Comm revenue $1.10B (+13%); Segment revenue $75.7M (+1%).","GAAP income from operations $23.1M (2.0% margin), up from -$43.5M; non-GAAP $213.4M (18.2%) vs $159.6M.","GAAP diluted EPS $0.12 (vs -$0.31); non-GAAP diluted EPS $1.14 (vs $0.80).","Active Customer Accounts >335,000 (+7%); Dollar-Based Net Expansion Rate 107% (up from 102%).","FY2025 guidance raised: organic revenue growth 7.5%-8.5% (prev 7-8%); non-GAAP income from ops $850-$875M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":1172463000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172866,"accession_number":"0001447669-25-000016","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-02-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio reports first-ever GAAP operating profit, Q4 revenue up 11% YoY, announces $2B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.19B (+11% YoY); Communications $1.12B (+12%); Segment $74.1M (-1%).","GAAP operating income $13.7M vs loss $361.7M in Q4 2023; Non-GAAP op income $197M.","Q4 GAAP EPS loss $(0.08); non-GAAP EPS $1.00, up from $0.86 a year ago.","Full-year 2024 revenue $4.46B (+7% reported, +9% organic); non-GAAP op income $714M.","Board authorized $2.0B share repurchase program through Dec 2027; Q1 FY25 guidance rev $1.13-1.14B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":4458036000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172865,"accession_number":"0001193125-25-011461","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2025-01-23T23:59:59+00:00","items":["2.02","5.03","8.01","9.01"],"status":"ready","headline":"Twilio reports preliminary Q4 revenue up 11% YoY, positive GAAP operating income, and authorizes $2.0B share repurchase","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Q4 2024 revenue growth ~11% YoY; expects positive GAAP operating income.","Non-GAAP operating income for Q4 and FY2024 above prior guidance top-end.","Free cash flow for FY2024 within previously provided guidance range.","Board authorized $2.0B share repurchase program, expiring Dec 31, 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189873,"accession_number":"0001193125-24-279636","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Twilio CLO Dana Wagner resigns, effective Jan 1, 2025; no severance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dana Wagner notified Twilio of his resignation as Chief Legal Officer and Corporate Secretary on Dec 13, 2024.","Wagner will remain in his roles through Jan 1, 2025 to ensure transition.","No severance payments or benefits will be provided upon departure.","Successor not named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189872,"accession_number":"0001447669-24-000175","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q3 revenue $1.134B (+10% YoY); raises FY non-GAAP ops income guidance to $700-710M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.134B (+10% YoY); Communications $1.060B (+10%); Segment flat at $73.4M.","GAAP loss from ops -$4.9M (improved from -$108.9M); Non-GAAP ops income $182.4M (up from $136.4M).","GAAP EPS -$0.06; Non-GAAP EPS $1.02; Free cash flow $189.1M.","DBNER 105% vs 101% YoY; >320K active customer accounts (up from >306K).","Raised FY2024 non-GAAP ops income guidance to $700-710M (from $650-675M); organic revenue growth 7.5-8%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":3263201000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189871,"accession_number":"0001447669-24-000159","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-10-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Twilio amends executive severance plans: CEO gets 24mo salary + 200% bonus on change-in-control termination","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO severance on change-in-control termination: lump sum of 24 months base salary plus 200% of target bonus, full equity acceleration.","Senior executives (non-CEO) severance: lump sum of 18 months base salary plus 150% of target bonus, full equity acceleration.","COBRA subsidy extended: CEO up to 24 months, senior execs up to 18 months after qualifying termination.","Performance-vested equity awards deemed satisfied at target level for accelerated vesting under change-in-control.","Amendments approved by Compensation Committee on September 30, 2024; effective upon execution of release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206383,"accession_number":"0001447669-24-000127","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q2 rev $1.08B (+4% YoY); GAAP ops loss narrows; raises FY non-GAAP income guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.08B (+4% reported, +7% organic YoY); Communications $1.01B (+4%), Segment $75.2M (+3%).","GAAP loss from ops $19M, improving $123M YoY; Non-GAAP ops income $175M vs $120M YoY.","Non-GAAP EPS $0.87 vs $0.54 YoY; GAAP net loss per share $0.19 vs $0.91.","Raises FY 2024 non-GAAP ops income guidance to $650-675M (prior $585-635M); narrows organic rev growth to 6-7%.","Share repurchases: $2.2B completed; targeting remaining $0.8B by end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":2129552000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223506,"accession_number":"0001193125-24-158347","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Twilio 2024 annual meeting: elects directors, rejects board declassification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Class II directors: Epstein 71.7M for (60%), Shipchandler 118.1M (99%), Stafman 112.1M (94%).","Ratified KPMG as auditor: 137.5M for, 1.3M against, 167k abstain.","Advisory say-on-pay approved: 99.6M for, 19.4M against, 181k abstain.","Say-on-pay frequency: 109.9M for 1 year; board will hold annual votes (next frequency vote by 2030).","Board declassification proposal failed with 112.2M for (needed supermajority), 6.8M against, 224k abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223505,"accession_number":"0001447669-24-000069","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q1 revenue $1.05B (+4% YoY), Non-GAAP ops income $160M, raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP loss from ops improved 84% to $44M; non-GAAP ops income $160M vs $104M a year ago.","Non-GAAP EPS $0.80; free cash flow $177M vs -$115M in Q1 2023.","Active customer accounts exceeded 313,000; dollar-based net expansion rate 102%.","Board authorized additional $2B share repurchase; targeting completion of $1.5B remaining by end-2024.","FY2024 non-GAAP ops income guidance raised to $585-$635M; organic revenue growth reaffirmed at 5%-10%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":1047050000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223504,"accession_number":"0001193125-24-086510","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-04-04T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Twilio director Byron Deeter to retire; board seeks declassification","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Byron Deeter, director since 2010, will not stand for re-election at 2024 annual meeting.","Board size will reduce from 10 to 9 members upon Deeter's retirement.","Shareholders to vote on declassifying the board; if approved, directors will serve one-year terms starting 2025.","Decision follows prior governance changes including sunsetting dual-class shares and separating Chair/CEO roles."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223503,"accession_number":"0001193125-24-082747","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-04-01T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"Twilio appoints Sachem Head partner Andy Stafman to board, plans investor day","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded to 10 directors; Andy Stafman appointed as Class II director effective March 30, 2024.","Sachem Head agreed to standstill, voting, and confidentiality commitments under cooperation agreement.","Twilio plans an investor day within next 12 months to share medium-term financial targets.","Stafman receives initial RSU grant valued at ~$575,000 vesting annually over three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242951,"accession_number":"0001193125-24-058799","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Twilio retains Segment, sets profitability targets, expands buyback by $2B","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Segment to be retained; operational review concludes retention expected to create most shareholder value.","Appoints Thomas Wyatt as President of Segment effective March 11, 2024.","FY2024 targets: organic revenue growth 5-10%; non-GAAP income from operations $550M-$600M.","Aims for GAAP operating profitability by Q4 2025; Segment break-even (non-GAAP) by Q2 2025.","Board authorized additional $2B share repurchase (total ~$2.2B); targeted completion by end of 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242950,"accession_number":"0001447669-24-000015","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-02-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q4 revenue $1.08B (+5% YoY); GAAP loss $362M; CEO replaced; Segment impairment $286M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $1.08B (+5% reported, +8% organic); full-year revenue $4.15B (+9% reported, +10% organic).","Q4 GAAP loss from operations $361.7M vs $218.6M YoY; non-GAAP income from operations $172.6M vs $32.9M YoY.","Q4 non-GAAP diluted EPS $0.86 vs $0.22 YoY; full-year non-GAAP diluted EPS $2.45 vs ($0.15) YoY.","CEO Jeff Lawson resigned Jan 7, 2024; replaced by President Khozema Shipchandler as CEO and board member.","Segment unit undergoing operational review; recorded $285.7M impairment on intangible assets; Q1 guidance rev $1.025-1.035B."],"consensus_eps_estimate":null,"consensus_eps_actual":-5.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":4153945000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242949,"accession_number":"0001193125-24-030240","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-02-09T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Twilio amends bylaws to update stockholder nomination disclosure rules and meeting mechanics","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board adopted Third Amended and Restated Bylaws effective Feb 8, 2024.","Updates disclosure requirements for director nominations and stockholder proposals, including revising 'Acting in Concert' definition.","Removes disclosure requirements regarding 'Responsible Persons' and adds 'principal competitor' definition.","Revises stockholder meeting mechanics for adjournment and stockholder lists per recent Delaware law changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242948,"accession_number":"0001193125-24-004000","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2024-01-08T23:59:59+00:00","items":["2.02","5.02","7.01","8.01","9.01"],"status":"ready","headline":"Twilio appoints Khozema Shipchandler as CEO; co-founder Lawson departs; Q4 guidance exceeded","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Khozema Shipchandler appointed CEO effective Jan 8, 2024; succeeds co-founder Jeff Lawson who resigned as CEO and from board.","Shipchandler receives base salary $1.1M, RSU award ~$10M, and PSU award ~$15M; also named to board.","Jeff Epstein appointed Board Chair; Lawson separation includes $99,840 cash and accelerated vesting of 68,124 shares.","Twilio expects Q4 2023 revenue and non-GAAP income from operations above top end of prior guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260315,"accession_number":"0001193125-23-288037","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-12-04T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Twilio announces ~5% workforce reduction, $25-35M charges; reorganizes Flex and Segment","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eliminates ~5% of workforce; expects $25-$35M in restructuring charges, majority in Q4 2023.","Twilio Flex GTM consolidated into Communications segment; many Flex GTM roles eliminated.","Segment GTM roles cut due to underperformance; Segment remains core to CustomerAI.","Twilio Programmable Video to be end-of-life as standalone product; will partner with video leaders.","Reaffirms Q4 and FY 2023 guidance provided on Nov. 8, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260314,"accession_number":"0001447669-23-000241","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-12-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Twilio adopts Executive Incentive Compensation Plan for named executive officers","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Plan approved by Compensation and Talent Management Committee on Nov 30, 2023.","Permits cash or equity incentive awards tied to performance goals; target awards and bonus pools set by Administrator.","Administrator retains discretion to increase, reduce, or eliminate actual awards before payout.","Payment conditional on employment through payout date unless death or disability; plan subject to clawback policy.","Plan is effective immediately and remains in effect until terminated by Administrator."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260313,"accession_number":"0001447669-23-000224","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-11-08T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Twilio Q3 rev $1.03B (+5% YoY), Non-GAAP ops income $136M; raises FY23 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP loss from ops improved 76% YoY to $108.9M; Non-GAAP income from ops $136.4M vs (35.1M) loss.","Communications rev $906.7M (+5% YoY), Data & Apps rev $127.0M (+9% YoY); Dollar-Based NER 101%.","Raised FY23 non-GAAP income from ops guidance to $475-485M; Q4 rev guidance $1.03-1.04B.","Elena Donio resigns as President, Twilio Data & Applications effective Dec 15; CEO Lawson to lead unit interim.","Completed $620M of $1B share repurchase authorization; cash flow positive."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":3077995000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277609,"accession_number":"0001447669-23-000168","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q2 rev $1.04B (+10%), non-GAAP ops income $120M vs loss; FY guidance raised to $350-400M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.04B (+10% YoY); Communications $913M (+10%), Data & Apps $125M (+12%).","GAAP loss from ops $142M (55% improvement YoY); non-GAAP ops income $120M vs loss of $7M.","Non-GAAP diluted EPS $0.54 vs loss $0.11; GAAP loss per share $0.91 vs $1.77.","Q3 guidance: rev $980-990M, non-GAAP ops income $75-85M; FY non-GAAP ops income raised to $350-400M.","Completed $500M share repurchase (50% of $1B auth); >304K active accounts; DBNER 103%."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.75,"consensus_revenue_estimate":null,"consensus_revenue_actual":2044325000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295595,"accession_number":"0001447669-23-000139","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-06-29T23:59:59+00:00","items":["3.03","5.03","8.01","9.01"],"status":"ready","headline":"Twilio completes automatic conversion of all Class B stock to Class A, eliminating dual-class structure","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All outstanding Class B shares (10 votes each) converted 1:1 into Class A shares (1 vote each) on June 28, 2023.","Approximately 181 million Class A shares outstanding post-conversion; no Class B shares remain.","Certificate of Retirement filed to reduce authorized capital by retired Class B shares.","Outstanding stock options originally exercisable for Class B now represent right to receive Class A stock.","Class A stock continues trading on NYSE under TWLO with same CUSIP."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295594,"accession_number":"0001447669-23-000117","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-06-14T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Twilio stockholders elect three Class I directors, ratify KPMG at 2023 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Charles Bell, Jeffrey Immelt, and Erika Rottenberg elected as Class I directors with over 99% of votes cast.","KPMG LLP ratified as independent auditor for fiscal 2023 with 99.7% of votes for.","Non-binding advisory vote on executive compensation approved with 68.5% of votes cast in favor.","Approximately 87% of eligible votes represented at the meeting, constituting a quorum."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295593,"accession_number":"0001447669-23-000099","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q1 revenue $1.01B, non-GAAP ops income $103.8M; raises FY23 ops guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.01B (+15% YoY); GAAP ops loss $264.1M includes $121.9M severance and $21.8M lease impairment.","Non-GAAP income from operations $103.8M vs $5.0M YoY; non-GAAP diluted EPS $0.47 vs $0.00.","Active customer accounts >300,000 (+12% YoY); Dollar-Based Net Expansion Rate 106% vs 127%.","Share repurchase: $1B authorized, ~25% completed; program expires Dec 31, 2024.","Q2 guidance: rev $980-990M (4-5% growth); FY23 non-GAAP ops income raised to $275-350M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":1006564000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316124,"accession_number":"0001447669-23-000075","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-03-30T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Twilio appoints Microsoft EVP Charlie Bell to board; director Dalzell not standing for re-election","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Charlie Bell, Microsoft EVP of Security, Compliance, Identity, and Management, appointed to Twilio board effective March 28, 2023.","Bell previously SVP at AWS for over two decades; will receive initial RSU grant of ~$575,000 vesting over three years.","Richard Dalzell will not stand for re-election at 2023 Annual Meeting; no disagreement with company.","Board size temporarily increased to 10, will revert to 9 after annual meeting; eight of nine directors independent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316123,"accession_number":"0001193125-23-045159","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-02-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Twilio appoints Aidan Viggiano as CFO; grants cash awards to execs, extends CEO severance plan","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aidan Viggiano to become CFO effective March 1, 2023; receives $2.75M target cash award.","Khozema Shipchandler and Elena Donio each receive $3M target cash award; Dana Wagner $1.5M.","CEO Severance Plan extended for 3 years; new Senior Executive Severance Plan approved for 3-year term.","Cash awards tied to 2023 non-GAAP operating profit targets; linear payout from threshold to target.","Severance benefits include lump sum cash (18 months base for CEO, 12 months for senior execs) and COBRA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":28191237644.885334,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316122,"accession_number":"0001447669-23-000025","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2023-02-15T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Twilio Q4 revenue $1.02B (+22% YoY); 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