secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2021-07-29T23:59:59+00:00
Accession:  0001447669-21-000197
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q2 revenue $668.9M (+67% YoY); GAAP net loss per share $1.31; Q3 revenue guidance $670-680M
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- Revenue $668.9M, up 67% YoY; Dollar-Based Net Expansion Rate 135% vs 132% last year.
- GAAP loss from operations $202.3M (vs $102.6M); Non-GAAP income from operations $4.2M (vs $9.5M).
- GAAP net loss per share $1.31 (vs $0.71); Non-GAAP net loss per share $0.11 (vs income $0.09).
- Active Customer Accounts >240,000, up from 200,000 YoY.
- Q3 guidance: revenue $670-680M (50-52% YoY); Non-GAAP loss from ops ($30M)-($25M); Non-GAAP loss per share ($0.17)-($0.14).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766921000197/0001447669-21-000197-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766921000197/twlo-20210729.htm
  HTML page:      https://secwatch.observer/filing/0001447669-21-000197

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer