{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-25-000119","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2025-08-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.012316+00:00","generated_at":"2026-05-17T17:22:04.174999+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Twilio Q2 2025 revenue $1.23B (+13% YoY), GAAP operating income $37M, raises FY25 revenue and FCF guidance","bullets":["GAAP net income $0.14 diluted EPS vs ($0.19) YoY; non-GAAP EPS $1.19 vs $0.87.","Non-GAAP income from operations $221M (+26% YoY); free cash flow $263.5M.","Active Customer Accounts >349K (up from 316K); Dollar-Based Net Expansion Rate 108% (102% YoY).","Q3 2025 revenue guidance $1.245-$1.255B (10-11% YoY); FY25 organic revenue raised to 9-10%.","Raised FY25 FCF target to $875-$900M (from $850-$875M); repurchased $176.7M in shares in Q2."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-25-000119","json":"https://secwatch.observer/filing/0001447669-25-000119.json","markdown":"https://secwatch.observer/filing/0001447669-25-000119.md","text":"https://secwatch.observer/filing/0001447669-25-000119.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/0001447669-25-000119-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/twlo-20250807.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T17:22:04.174999+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"}