secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2023-11-08T23:59:59+00:00
Accession:  0001447669-23-000224
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/0001447669-23-000224-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766923000224/twlo-20231103.htm
  HTML page:      https://secwatch.observer/filing/0001447669-23-000224

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