Twilio Files Proxy Statement Supplement

TL;DR

Twilio dropped more proxy info, check it before you vote.

AI Summary

Twilio Inc. filed a Definitive Additional Materials (DEFA14A) proxy statement supplement on May 24, 2024. This filing provides additional information to shareholders regarding the company's proxy materials for the upcoming meeting. The supplement is related to the company's proxy statement filed in May 2024.

Why It Matters

This filing provides shareholders with updated or additional information necessary for them to make informed voting decisions at the company's upcoming shareholder meeting.

Risk Assessment

Risk Level: low — This is a routine filing of additional proxy materials, not indicating any immediate financial or operational risks.

Key Players & Entities

• TWILIO INC (company) — Registrant
• 0001193125-24-147055 (filing_id) — Accession Number
• 20240524 (date) — Filing Date
• 101 SPEAR STREET SUITE 500 (address) — Company Business Address
• San Francisco (city) — Company Location
• DE (state) — State of Incorporation

FAQ

Key Financial Figures

• $2 billion — for the business, including Additional $2 billion share repurchase authorization corporat
• $1 billion — nitiated operational review of Launched $1 billion share repurchase program ValueFirst bus
• $916M — th Protable Growth GAAP Operating Loss ($916M) ($656M) Non-GAAP Operating Prot $3M $5
• $656M — ble Growth GAAP Operating Loss ($916M) ($656M) Non-GAAP Operating Prot $3M $589M Net
• $3M — ($916M) ($656M) Non-GAAP Operating Prot $3M $589M Net Cash Provided by Operating Ac
• $589M — 6M) ($656M) Non-GAAP Operating Prot $3M $589M Net Cash Provided by Operating Activiti
• $58M — Cash Provided by Operating Activities ($58M) $703M Free Cash Flow ($148M) $655M (2)
• $703M — Provided by Operating Activities ($58M) $703M Free Cash Flow ($148M) $655M (2) Headco
• $148M — Activities ($58M) $703M Free Cash Flow ($148M) $655M (2) Headcount 7.9K 5.6K Stock-Ba
• $655M — ies ($58M) $703M Free Cash Flow ($148M) $655M (2) Headcount 7.9K 5.6K Stock-Based Com
• $0 — ased Compensation / Revenue 22% 16% (3) $0 $931M Share Repurchases Prior to 2023 $
• $931M — d Compensation / Revenue 22% 16% (3) $0 $931M Share Repurchases Prior to 2023 $3B aut
• $3B — 0 $931M Share Repurchases Prior to 2023 $3B authorized for 2023-2024 (1) LTM gures
• $3 billion — 4. We're targeting to complete the full $3 billion of repurchases by the end of this year.
• $1.00 — TS RESERVED (2) Protability is dened as $1.00 non-GAAP income from operations. 6 Tw

Filing Documents

• d834626ddefa14a.htm (DEFA14A) — 35KB
• g834626txp10g1.jpg (GRAPHIC) — 36KB
• g834626txp11g1.jpg (GRAPHIC) — 44KB
• g834626txp12g1.jpg (GRAPHIC) — 532KB
• g834626txp13g1.jpg (GRAPHIC) — 420KB
• g834626txp14g1.jpg (GRAPHIC) — 435KB
• g834626txp15g1.jpg (GRAPHIC) — 126KB
• g834626txp16g1.jpg (GRAPHIC) — 219KB
• g834626txp1g1.jpg (GRAPHIC) — 92KB
• g834626txp2g1.jpg (GRAPHIC) — 316KB
• g834626txp3g1.jpg (GRAPHIC) — 255KB
• g834626txp4g1.jpg (GRAPHIC) — 406KB
• g834626txp5g1.jpg (GRAPHIC) — 295KB
• g834626txp6g1.jpg (GRAPHIC) — 350KB
• g834626txp7g1.jpg (GRAPHIC) — 428KB
• g834626txp8g1.jpg (GRAPHIC) — 400KB
• g834626txp9g1.jpg (GRAPHIC) — 277KB
• 0001193125-24-147055.txt ( ) — 6418KB

Forward-Looking Statements This presentation contains forward-looking

Forward-Looking Statements This presentation contains forward-looking cases, you can identify forward-looking statements because they contain words such as "may," "can," "will," "would," "should," "expects," "plans," "anticipates," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "forecasts," "potential" or "continue" or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. Forward-looking statements contained in this presentation include, but are not limited to, statements about: our future nancial performance, including our expected nancial results and our guidance; our expectations regarding protability, including when we will become protable on GAAP and non-GAAP bases; our anticipated strategies and business plans; our ability to execute on our announced plans and targets for Segment following our operational review; our expectations regarding compensation programs, including PSU tranche payouts; our expectations regarding levels of stock-based compensation; the reorganization of our business and the shift in our segment reporting structure; and our expectations regarding share repurchases. You should not rely upon forward-looking achievements to dier materially from those described in the forward-looking statements, including, among other things: our ability to successfully implement our cost-saving initiatives and to capture expected eciencies; our ability to realize the

View Full Filing

View this DEFA14A filing on SEC EDGAR