{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-23-000099","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2023-05-09T23:59:59+00:00","discovered_at":"2026-05-14T18:03:38.908051+00:00","generated_at":"2026-06-15T08:46:58.407805+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Twilio Q1 revenue $1.01B, non-GAAP ops income $103.8M; raises FY23 ops guidance","bullets":["Revenue $1.01B (+15% YoY); GAAP ops loss $264.1M includes $121.9M severance and $21.8M lease impairment.","Non-GAAP income from operations $103.8M vs $5.0M YoY; non-GAAP diluted EPS $0.47 vs $0.00.","Active customer accounts >300,000 (+12% YoY); Dollar-Based Net Expansion Rate 106% vs 127%.","Share repurchase: $1B authorized, ~25% completed; program expires Dec 31, 2024.","Q2 guidance: rev $980-990M (4-5% growth); FY23 non-GAAP ops income raised to $275-350M."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-23-000099","json":"https://secwatch.observer/filing/0001447669-23-000099.json","markdown":"https://secwatch.observer/filing/0001447669-23-000099.md","text":"https://secwatch.observer/filing/0001447669-23-000099.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000099/0001447669-23-000099-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000099/twlo-20230509.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T08:46:58.407805+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":"4d93c46930ba91cde478113145ff8b3d37b11fa8","claim":"TWILIO INC reported the first quarter ended March 31, 2023 results: revenue $1.01 billion, EPS $1.84. Guidance raised.","evidence_excerpt":"filing, unless expressly incorporated by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twilio Announces First Quarter 2023 Results • First Quarter Revenue of $1.01 Billion, up 15% Year-Over-Year • Surpassed 300,000 Active Customer Accounts in the First Quarter SAN FRANCISCO--(BUSINESS WIRE)--May 9, 2023--Twilio (NYSE: TWLO), the customer engagement","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000099/0001447669-23-000099-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the first quarter ended March 31, 2023"},{"label":"Revenue","value":"$1.01 billion"},{"label":"EPS","value":"$1.84"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}