secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2025-08-07T23:59:59+00:00
Accession:  0001447669-25-000119
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q2 2025 revenue $1.23B (+13% YoY), GAAP operating income $37M, raises FY25 revenue and FCF guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/0001447669-25-000119-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766925000119/twlo-20250807.htm
  HTML page:      https://secwatch.observer/filing/0001447669-25-000119

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