secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2023-08-08T23:59:59+00:00
Accession:  0001447669-23-000168
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q2 rev $1.04B (+10%), non-GAAP ops income $120M vs loss; FY guidance raised to $350-400M
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- 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%.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766923000168/0001447669-23-000168-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766923000168/twlo-20230808.htm
  HTML page:      https://secwatch.observer/filing/0001447669-23-000168

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