---
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"
generated_at: "2026-06-08T09:07:11.125867+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Twilio Q3 rev $1.03B (+5% YoY), Non-GAAP ops income $136M; raises FY23 guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-23-000224
- JSON: https://secwatch.observer/filing/0001447669-23-000224.json
- Plain text: https://secwatch.observer/filing/0001447669-23-000224.txt

## Key facts
- Earnings Releases
  TWILIO INC reported the quarter ended September 30, 2023 results: revenue $1.03 billion, EPS $0.58. Guidance raised.
  - Period: the quarter ended September 30, 2023
  - Revenue: $1.03 billion
  - EPS: $0.58
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm
- Executive change
  Elena Donio resigned as President, Twilio Data & Applications at TWILIO INC.
  - Action: resigned
  - Role: President, Twilio Data & Applications
  source text: On November 3, 2023, Elena Donio informed the Company of her intention to resign as President, Twilio Data & Applications, effective December 15, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.