{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-25-000016","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2025-02-13T23:59:59+00:00","discovered_at":"2026-05-14T18:03:03.651496+00:00","generated_at":"2026-05-26T22:12:21.223181+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Twilio reports first-ever GAAP operating profit, Q4 revenue up 11% YoY, announces $2B buyback","bullets":["Q4 revenue $1.19B (+11% YoY); Communications $1.12B (+12%); Segment $74.1M (-1%).","GAAP operating income $13.7M vs loss $361.7M in Q4 2023; Non-GAAP op income $197M.","Q4 GAAP EPS loss $(0.08); non-GAAP EPS $1.00, up from $0.86 a year ago.","Full-year 2024 revenue $4.46B (+7% reported, +9% organic); non-GAAP op income $714M.","Board authorized $2.0B share repurchase program through Dec 2027; Q1 FY25 guidance rev $1.13-1.14B."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-25-000016","json":"https://secwatch.observer/filing/0001447669-25-000016.json","markdown":"https://secwatch.observer/filing/0001447669-25-000016.md","text":"https://secwatch.observer/filing/0001447669-25-000016.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000016/0001447669-25-000016-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000016/twlo-20250213.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-26T22:12:21.223181+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}