{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-25-000147","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2025-10-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:39.432019+00:00","generated_at":"2026-05-17T01:18:27.901324+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 Q3 revenue $1.3B (+15% YoY); GAAP op income $41M; raises FY25 guidance; acquires Stytch","bullets":["Revenue $1.3B, up 15% YoY (13% organic); GAAP operating income $41M vs -$5M YoY.","Non-GAAP operating income $235M, up 29% YoY; Non-GAAP EPS $1.25 vs $1.02.","Free cash flow $248M, up 31%; repurchased $350M in Q3, $1.3B remaining authorization.","Raises FY25 revenue growth guidance to 12.4-12.6% (prev 10-11%); non-GAAP op income raised to $900-910M.","Acquires Stytch, Inc. (identity platform for AI agents); expected close mid-November."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-25-000147","json":"https://secwatch.observer/filing/0001447669-25-000147.json","markdown":"https://secwatch.observer/filing/0001447669-25-000147.md","text":"https://secwatch.observer/filing/0001447669-25-000147.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000147/0001447669-25-000147-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766925000147/twlo-20251030.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T01:18:27.901324+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"}