{"filings":[{"id":92919,"accession_number":"0001447669-26-000046","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Twilio Q1 revenue $1.41B (+20% YoY), GAAP EPS $0.57, Non-GAAP EPS $1.50; raises FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.41B (+20% reported, +16% organic); GAAP gross profit $684M (+18%), Non-GAAP $697M (+16%).","GAAP income from operations $108M (+366% YoY); Non-GAAP $279M (+31% YoY).","GAAP diluted EPS $0.57 (vs $0.12); Non-GAAP diluted EPS $1.50 (vs $1.14).","Dollar-Based Net Expansion Rate 114% (vs 107% YoY).","FY2026 guidance raised: revenue growth 14-15% (prev 11.5-12.5%), Non-GAAP OI $1.08-1.10B (raised)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":1406907000.0,"consensus_period":"2026-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":104154,"accession_number":"0001447669-26-000027","cik":1447669,"company_name":"TWILIO INC","ticker":"TWLO","form_type":"8-K","filed_at":"2026-03-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Twilio appoints former Workday Co-President Doug Robinson to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Doug Robinson appointed to Twilio Board effective March 24, 2026, as Class I director.","Robinson was Co-President of Workday and led global GTM efforts for 15 years.","Board size increased from nine to ten directors; 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}],"next_cursor":null}