secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2026-02-12T23:59:59+00:00
Accession:  0001447669-26-000010
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q4 revenue $1.37B up 14% YoY; non-GAAP EPS $1.33 vs $1.00; FY25 ops income $158M GAAP
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000010/0001447669-26-000010-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000010/twlo-20260212.htm
  HTML page:      https://secwatch.observer/filing/0001447669-26-000010

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