{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-24-000015","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2024-02-14T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.221789+00:00","generated_at":"2026-06-06T02:13:21.427495+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Twilio Q4 revenue $1.08B (+5% YoY); GAAP loss $362M; CEO replaced; Segment impairment $286M","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-24-000015","json":"https://secwatch.observer/filing/0001447669-24-000015.json","markdown":"https://secwatch.observer/filing/0001447669-24-000015.md","text":"https://secwatch.observer/filing/0001447669-24-000015.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766924000015/0001447669-24-000015-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766924000015/twlo-20240214.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T02:13:21.427495+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":"7fee91671020aee6cd156ca5a4db5167fa928bd6","claim":"TWILIO INC reported the quarter and full year ended December 31, 2023 results: revenue $1.08 billion.","evidence_excerpt":"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","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766924000015/0001447669-24-000015-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter and full year ended December 31, 2023"},{"label":"Revenue","value":"$1.08 billion"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}