{"schema_version":"secwatch.filing_event.v1","accession":"0001447669-26-000088","form_type":"8-K","ticker":"TWLO","cik":"0001447669","company_name":"TWILIO INC","filed_at":"2026-08-06T20:11:45+00:00","discovered_at":"2026-08-06T20:13:00.710960+00:00","generated_at":"2026-08-06T20:16:10.723547+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 Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance","bullets":["Revenue $1.50B (+22% reported, +17% organic YoY); GAAP op income $85M (+129% YoY); non-GAAP op income $285M (+29% YoY).","GAAP diluted EPS $6.68 (incl $5.91 non-cash tax benefit); non-GAAP diluted EPS $1.47 vs $1.19 YoY.","Free cash flow $352.6M vs $263.5M YoY; Dollar-Based Net Expansion Rate 116% vs 108%.","Q3 guidance: revenue $1.505-1.515B (16-16.5% reported, 11-12% organic); non-GAAP EPS $1.42-1.47.","FY2026 guidance raised: revenue growth 18-18.5% (from 14-15%), non-GAAP op income $1.135-1.155B (from $1.08-1.10B)."],"urls":{"canonical":"https://secwatch.observer/filing/0001447669-26-000088","json":"https://secwatch.observer/filing/0001447669-26-000088.json","markdown":"https://secwatch.observer/filing/0001447669-26-000088.md","text":"https://secwatch.observer/filing/0001447669-26-000088.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000088/0001447669-26-000088-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1447669/000144766926000088/twlo-20260806.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-06T20:16:10.723547+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"}