{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-23-000224","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2023-11-08T23:59:59+00:00","discovered_at":"2026-05-14T18:03:29.102973+00:00","generated_at":"2026-06-08T09:07:11.125867+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Twilio Q3 rev $1.03B (+5% YoY), Non-GAAP ops income $136M; raises FY23 guidance","bullets":["GAAP loss from ops improved 76% YoY to $108.9M; Non-GAAP income from ops $136.4M vs (35.1M) loss.","Communications rev $906.7M (+5% YoY), Data & Apps rev $127.0M (+9% YoY); Dollar-Based NER 101%.","Raised FY23 non-GAAP income from ops guidance to $475-485M; Q4 rev guidance $1.03-1.04B.","Elena Donio resigns as President, Twilio Data & Applications effective Dec 15; CEO Lawson to lead unit interim.","Completed $620M of $1B share repurchase authorization; cash flow positive."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-23-000224","json":"https://secwatch.observer/filing/0001447669-23-000224.json","markdown":"https://secwatch.observer/filing/0001447669-23-000224.md","text":"https://secwatch.observer/filing/0001447669-23-000224.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/twlo-20231103.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-08T09:07:11.125867+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":"27b5dd7b4dac6d93f695b113caf23766d69e052a","claim":"TWILIO INC reported the quarter ended September 30, 2023 results: revenue $1.03 billion, EPS $0.58. Guidance raised.","evidence_excerpt":"Twilio Announces Third Quarter 2023 Results • Third Quarter Revenue of $1.03 billion, up 5% year-over-year • Third Quarter GAAP Loss from Operations of $109 million, a 76% improvement year-over-year • Third Quarter Non-GAAP Income from Operations of $136 million; raised full year guidance to $475 to $485 million","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended September 30, 2023"},{"label":"Revenue","value":"$1.03 billion"},{"label":"EPS","value":"$0.58"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"db33858ceb","claim":"Elena Donio resigned as President, Twilio Data & Applications at TWILIO INC.","evidence_excerpt":"On November 3, 2023, Elena Donio informed the Company of her intention to resign as President, Twilio Data & Applications, effective December 15, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"President, Twilio Data & Applications"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}