{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-23-000025","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2023-02-15T23:59:59+00:00","discovered_at":"2026-05-14T18:03:45.045419+00:00","generated_at":"2026-06-19T11:05:24.522059+00:00","sec_items":["2.02","5.02","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Twilio Q4 revenue $1.02B (+22% YoY); GAAP EPS -$1.24; authorizes $1B buyback","bullets":["Q4 revenue $1.02B (+22% YoY); GAAP net loss $1.24/diluted share; non-GAAP EPS $0.22.","Full-year 2022 revenue $3.83B (+35% YoY); GAAP net loss $6.86/share; non-GAAP loss $0.15/share.","Workforce reduced by ~17%; company splits into Twilio Communications and Twilio Data & Applications units.","Board authorizes $1.0B share repurchase program, expiring Dec 31, 2024.","Q1 FY23 guidance: revenue $995M-$1,005M; non-GAAP operating profit $45M-$55M."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-23-000025","json":"https://secwatch.observer/filing/0001447669-23-000025.json","markdown":"https://secwatch.observer/filing/0001447669-23-000025.md","text":"https://secwatch.observer/filing/0001447669-23-000025.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000025/0001447669-23-000025-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000025/twlo-20230214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T11:05:24.522059+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"27738cb6cfb7b8b7c67533a7b239c10c667385f4","claim":"TWILIO INC reported fourth quarter ended December 31, 2022 results: revenue $1.02 billion. Guidance initiated.","evidence_excerpt":"expressly incorporated by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twilio Announces Fourth Quarter and Full Year 2022 Results • Fourth Quarter Revenue of $1.02 billion, up 22% Year-Over-Year • Moving to a Business Unit structure and announcing four executive updates • Authorized a $1.0 billion share repurchase program • Reduced workforce by 17%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000025/0001447669-23-000025-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended December 31, 2022"},{"label":"Revenue","value":"$1.02 billion"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"75313ef66ac3f6757b1d4fb6c13bd7599287fe1a","claim":"TWILIO INC reported full year ended December 31, 2022 results: revenue $3.83 billion. Guidance initiated.","evidence_excerpt":"diluted, of $0.20 based on 178.9 million non-GAAP weighted average shares outstanding in the fourth quarter of 2021. Full Year 2022 Financial Highlights • Revenue of $3.83 billion for the full year 2022, up 35% year-over-year. Organic revenue for the full year grew 30% year-over-year. • GAAP loss from operations of $1.2 billion for the full year 2022,","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000025/0001447669-23-000025-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended December 31, 2022"},{"label":"Revenue","value":"$3.83 billion"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"4a1379b9d4","claim":"Eyal Manor resigned as Chief Product Officer at TWILIO INC.","evidence_excerpt":"On February 14, 2023, Eyal Manor informed the Company of his decision to resign as the Company’s Chief Product Officer, effective February 28, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000025/0001447669-23-000025-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Product Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}