secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2021-10-27T23:59:59+00:00
Accession:  0001447669-21-000263
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q3 revenue $740.2M (+65% YoY), COO Hu resigns, CFO Shipchandler becomes COO
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- Revenue $740.2M (+65% YoY); GAAP op loss $232.3M; non-GAAP op income $8.2M.
- GAAP EPS loss $1.26 vs $0.79; non-GAAP EPS $0.01 vs $0.04.
- Dollar-based net expansion rate 131% (vs 137% YoY); active customers >250k.
- George Hu resigns as COO, stays advisor until Jan 3; Khozema Shipchandler (CFO) appointed COO.
- Q4 guidance: rev $760-770M; non-GAAP loss per share ($0.26)-($0.23).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766921000263/0001447669-21-000263-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766921000263/twlo-20211025.htm
  HTML page:      https://secwatch.observer/filing/0001447669-21-000263

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