{
  "docId": "019dd923-5eff-723e-9be5-a4de7fe6d36a",
  "docSlug": "37dc26260ad34276",
  "documentTitle": "2025 Investor Day",
  "authorId": "Twilio",
  "authorName": "Twilio",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 155,
  "pageCount": 163,
  "prevPage": 154,
  "nextPage": 156,
  "slideType": "appendix_disclosure",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "Includes a footnote explaining the Q3'23 LTM organic non-GAAP gross profit denominator calculation.",
  "elementsJson": [
    "data_table",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-a4de7fe6d36a/155",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a#slide-155",
  "components": [
    {
      "bbox": null,
      "kind": "metric",
      "text": "Organic Non-GAAP gross profit: 2,306,899",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-880c-7577-8638-7453028f9dc0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.019,
        "w": 0.259,
        "x": 0.043,
        "y": 0.075
      },
      "kind": "paragraph",
      "text": "(Dollars in thousands, unaudited)",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "997daab3-1149-4bfb-9623-d9d771911756",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.055,
        "w": 0.914,
        "x": 0.043,
        "y": 0.468
      },
      "kind": "source-note",
      "text": "1 Q3'23 LTM organic non-GAAP gross profit, when used as the denominator for Q3'24 LTM Organic Non-GAAP Gross Profit Growth, excludes $25 million of stock-based compensation, $119 million of amortization of acquired intangibles, $1 million of payroll taxes related to stock-based compensation, $83 million of divestiture revenue and $63 million of other divestiture cost of revenue. Q3'23 LTM GAAP gross profit was $1,994 million.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a4c15890-d567-4e33-8ec3-37179a8ee673",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.245,
        "w": 0.914,
        "x": 0.043,
        "y": 0.185
      },
      "kind": "table",
      "text": "GAAP gross profit: 2,209,681; GAAP gross profit growth: 11%; Stock-based compensation: 24,496; Amortization: 71,637; Payroll taxes: 1,085; Organic Non-GAAP gross profit: 2,306,899; Organic Non-GAAP gross profit growth: 9%",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "610b93ba-80a3-41a1-98dd-fd2074349bb5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.027,
        "w": 0.509,
        "x": 0.043,
        "y": 0.033
      },
      "kind": "title",
      "text": "Non-GAAP Financial Measures Reconciliation",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d6db2f01-1453-4f8f-acb8-db773af314b6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Table data",
      "slug": "table-data",
      "agent": null,
      "layer": "slide",
      "matchId": "b95df828-4987-4aa8-81da-5667c1526cc1",
      "evidence": "GAAP gross profit: 2,209,681; GAAP gross profit growth: 11%; Stock-based compensation: 24,496; Amortization: 71,637; Payroll taxes: 1,085; Organic Non-GAAP gross profit: 2,306,899; Organic Non-GAAP gross profit growth: 12%",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}