secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2025-05-01T23:59:59+00:00
Accession:  0001447669-25-000067
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q1 beats: rev $1.17B (+12%), GAAP EPS $0.12, non-GAAP EPS $1.14; raises FY25 profit view
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- Revenue $1.17B (+12% YoY); Comm revenue $1.10B (+13%); Segment revenue $75.7M (+1%).
- GAAP income from operations $23.1M (2.0% margin), up from -$43.5M; non-GAAP $213.4M (18.2%) vs $159.6M.
- GAAP diluted EPS $0.12 (vs -$0.31); non-GAAP diluted EPS $1.14 (vs $0.80).
- Active Customer Accounts >335,000 (+7%); Dollar-Based Net Expansion Rate 107% (up from 102%).
- FY2025 guidance raised: organic revenue growth 7.5%-8.5% (prev 7-8%); non-GAAP income from ops $850-$875M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000067/0001447669-25-000067-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000067/twlo-20250501.htm
  HTML page:      https://secwatch.observer/filing/0001447669-25-000067

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