{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-26-000010","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2026-02-12T23:59:59+00:00","discovered_at":"2026-05-14T18:02:35.105551+00:00","generated_at":"2026-05-16T02:59:05.651946+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 Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP","bullets":["Q4 revenue $1.366B (+14% YoY); organic growth 12%; GAAP income from ops $57M vs $13.7M.","Non-GAAP income from ops $255.6M (18.7% margin); non-GAAP diluted EPS $1.33 vs $1.00.","FY25 revenue $5.07B (+14% YoY); GAAP net income $34M ($0.21 diluted EPS) vs FY24 loss.","Active customer accounts 402,000 (+77k YoY); DBNER 109% in Q4 vs 106% in Q4 2024.","Q1 2026 rev guidance $1.335-1.345B (10-11% organic); FY26 non-GAAP ops income $1.04-1.06B."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-26-000010","json":"https://secwatch.observer/filing/0001447669-26-000010.json","markdown":"https://secwatch.observer/filing/0001447669-26-000010.md","text":"https://secwatch.observer/filing/0001447669-26-000010.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000010/0001447669-26-000010-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000010/twlo-20260212.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-16T02:59:05.651946+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"}