{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-23-000168","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2023-08-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.967257+00:00","generated_at":"2026-06-12T01:31:18.954071+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Twilio Q2 rev $1.04B (+10%), non-GAAP ops income $120M vs loss; FY guidance raised to $350-400M","bullets":["Revenue $1.04B (+10% YoY); Communications $913M (+10%), Data & Apps $125M (+12%).","GAAP loss from ops $142M (55% improvement YoY); non-GAAP ops income $120M vs loss of $7M.","Non-GAAP diluted EPS $0.54 vs loss $0.11; GAAP loss per share $0.91 vs $1.77.","Q3 guidance: rev $980-990M, non-GAAP ops income $75-85M; FY non-GAAP ops income raised to $350-400M.","Completed $500M share repurchase (50% of $1B auth); >304K active accounts; DBNER 103%."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-23-000168","json":"https://secwatch.observer/filing/0001447669-23-000168.json","markdown":"https://secwatch.observer/filing/0001447669-23-000168.md","text":"https://secwatch.observer/filing/0001447669-23-000168.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000168/0001447669-23-000168-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000168/twlo-20230808.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T01:31:18.954071+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":"74e13ecda6d83826c73ef3db57c2fb6a75dfbbfc","claim":"TWILIO INC reported the quarter ended June 30, 2023 results: revenue $1.04 billion. Guidance raised.","evidence_excerpt":"filing, unless expressly incorporated by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twilio Announces Second Quarter 2023 Results • Second Quarter Revenue of $1.04 billion, up 10% year-over-year • Second Quarter GAAP Loss from Operations of $142 million, a 55% improvement year-over-year • Second Quarter Non-GAAP Income from Operations of $120","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000168/0001447669-23-000168-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Revenue","value":"$1.04 billion"},{"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"}