{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-26-000046","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2026-04-30T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.301785+00:00","generated_at":"2026-05-15T00:40:24.398403+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 Q1 revenue $1.41B (+20% YoY), GAAP EPS $0.57, Non-GAAP EPS $1.50; raises FY guidance","bullets":["Revenue $1.41B (+20% reported, +16% organic); GAAP gross profit $684M (+18%), Non-GAAP $697M (+16%).","GAAP income from operations $108M (+366% YoY); Non-GAAP $279M (+31% YoY).","GAAP diluted EPS $0.57 (vs $0.12); Non-GAAP diluted EPS $1.50 (vs $1.14).","Dollar-Based Net Expansion Rate 114% (vs 107% YoY).","FY2026 guidance raised: revenue growth 14-15% (prev 11.5-12.5%), Non-GAAP OI $1.08-1.10B (raised)."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-26-000046","json":"https://secwatch.observer/filing/0001447669-26-000046.json","markdown":"https://secwatch.observer/filing/0001447669-26-000046.md","text":"https://secwatch.observer/filing/0001447669-26-000046.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/twlo-20260430.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T00:40:24.398403+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":[{"claim_id":"4c4bd7d5819708acede915c9b59050f8517d0446","claim":"TWILIO INC reported first quarter ended March 31, 2026 results: revenue $1.41 billion, net income $90, EPS $0.57.","evidence_excerpt":"Twilio Announces First Quarter 2026 Results • Revenue of $1.41 billion, up 20% reported and 16% organic year-over-year","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$1.41 billion"},{"label":"Net income","value":"$90"},{"label":"EPS","value":"$0.57"},{"label":"Result","value":"reported results"}]},{"claim_id":"62524b9e161633ab73197b7b851ce6f722cb7f13","claim":"TWILIO INC updated its fiscal year 2026 guidance (raised).","evidence_excerpt":"For fiscal year 2026, Twilio is raising its reported revenue growth range to 14% to 15% compared with 11.5% to 12.5% previously, and its organic revenue growth range to 9.5% to 10.5% year-over-year compared with 8% to 9% previously.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2026"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"guidance update"}]},{"claim_id":"820a241643aa8186bdc1d8d6c679641ab25d17e5","claim":"TWILIO INC reported second quarter ended June 30, 2026 results: revenue $1,420 - $1,430, EPS $1.27 - $1.32. Guidance initiated.","evidence_excerpt":"$1.27 to $1.32, based on non-GAAP weighted average diluted shares outstanding of 157 million. Dollars and shares in millions, except per share amounts Q2 2026 Guidance Revenue $1,420 - $1,430 Y/Y Revenue Growth 15.5% - 16.5% Y/Y Organic Revenue Growth 10% - 11% Non-GAAP income from operations $250 - $260 Non-GAAP diluted earnings per share (1) $1.27 - $1.32","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter ended June 30, 2026"},{"label":"Revenue","value":"$1,420 - $1,430"},{"label":"EPS","value":"$1.27 - $1.32"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}]}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}