secwatch.observer — SEC 8-K summary ====================================== Issuer: TWILIO INC (TWLO) CIK: 0001447669 Form: 8-K Filed at: 2024-05-07T23:59:59+00:00 Accession: 0001447669-24-000069 Event type: earnings Sentiment: positive Materiality: 0.75 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Twilio Q1 revenue $1.05B (+4% YoY), Non-GAAP ops income $160M, raises FY guidance -------------------------------------------------------------------------------- - GAAP loss from ops improved 84% to $44M; non-GAAP ops income $160M vs $104M a year ago. - Non-GAAP EPS $0.80; free cash flow $177M vs -$115M in Q1 2023. - Active customer accounts exceeded 313,000; dollar-based net expansion rate 102%. - Board authorized additional $2B share repurchase; targeting completion of $1.5B remaining by end-2024. - FY2024 non-GAAP ops income guidance raised to $585-$635M; organic revenue growth reaffirmed at 5%-10%. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1447669/000144766924000069/0001447669-24-000069-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1447669/000144766924000069/twlo-20240507.htm HTML page: https://secwatch.observer/filing/0001447669-24-000069 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer