secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001447669-26-000046
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q1 revenue $1.41B (+20% YoY), GAAP EPS $0.57, Non-GAAP EPS $1.50; raises FY guidance
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/0001447669-26-000046-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000046/twlo-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001447669-26-000046

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