secwatch.observer — SEC 8-K summary
======================================

Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2022-02-09T23:59:59+00:00
Accession:  0001447669-22-000026
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q4 revenue $842.7M (+54% YoY); GAAP EPS -$1.63; guides Q1 rev $855-865M
------------------------------------------------------------------------------

- Q4 revenue $842.7M (+54% YoY); FY2021 revenue $2.84B (+61% YoY).
- GAAP loss from ops Q4 $283.6M vs $185.3M in Q4 2020; non-GAAP loss from ops $27.2M vs income $12.8M.
- Non-GAAP EPS loss $0.20 vs income $0.04 in prior year; GAAP EPS loss $1.63 vs $1.13.
- Active customer accounts 256,000 vs 221,000 YoY; dollar-based net expansion 126% vs 139%.
- Q1 2022 guidance: rev $855-865M (45-47% YoY); non-GAAP loss per share ($0.26)-($0.22).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766922000026/0001447669-22-000026-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766922000026/twlo-20220209.htm
  HTML page:      https://secwatch.observer/filing/0001447669-22-000026

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