Twilio Q4 revenue $1.08B (+5% YoY); GAAP loss $362M; CEO replaced; Segment impairment $286M

TWILIO INC

2023-FY EPS reported -$5.54 revenue$4,153,945,000

Q4 revenue $1.08B (+5% reported, +8% organic); full-year revenue $4.15B (+9% reported, +10% organic).
Q4 GAAP loss from operations $361.7M vs $218.6M YoY; non-GAAP income from operations $172.6M vs $32.9M YoY.
Q4 non-GAAP diluted EPS $0.86 vs $0.22 YoY; full-year non-GAAP diluted EPS $2.45 vs ($0.15) YoY.
CEO Jeff Lawson resigned Jan 7, 2024; replaced by President Khozema Shipchandler as CEO and board member.
Segment unit undergoing operational review; recorded $285.7M impairment on intangible assets; Q1 guidance rev $1.025-1.035B.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.9

TWILIO INC reported the quarter and full year ended December 31, 2023 results: revenue $1.08 billion.

Period: the quarter and full year ended December 31, 2023
Revenue: $1.08 billion
Result: reported results

Exact text from the filing

expressly incorporated by specific reference in such filing. --- EX-99.1 (EX-99.1) --- Twilio Announces Fourth Quarter and Full Year 2023 Results • Fourth Quarter Revenue of $1.08 billion, up 5% reported and 8% organic year-over-year • Full Year Revenue of $4.15 billion, up 9% reported and 10% organic year-over-year • Fourth Quarter and Full Year GAAP Loss from

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Source: SEC EDGAR

accession 0001447669-24-000015

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