---
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"
generated_at: "2026-06-06T02:13:21.427495+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001447669-24-000015
- JSON: https://secwatch.observer/filing/0001447669-24-000015.json
- Plain text: https://secwatch.observer/filing/0001447669-24-000015.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1447669/000144766924000015/0001447669-24-000015-index.htm

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