secwatch.observer — SEC 8-K summary
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Issuer:     TWILIO INC (TWLO)
CIK:        0001447669
Form:       8-K
Filed at:   2026-08-06T20:11:45+00:00
Accession:  0001447669-26-000088
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Twilio Q2 revenue $1.50B (+22% YoY), non-GAAP EPS $1.47, raises FY guidance
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000088/0001447669-26-000088-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1447669/000144766926000088/twlo-20260806.htm
  HTML page:      https://secwatch.observer/filing/0001447669-26-000088

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