secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2025-02-13T23:59:59+00:00
Accession:  0001447669-25-000016
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio reports first-ever GAAP operating profit, Q4 revenue up 11% YoY, announces $2B buyback
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000016/0001447669-25-000016-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000016/twlo-20250213.htm
  HTML page:      https://secwatch.observer/filing/0001447669-25-000016

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer