Hi Dreamer -
They just stated on the call that $9mil was removed from full year guidance that was a Verizon pass-through fee that has been delayed. If that had remained, FY guide would have been $1.128 bil. Not awe inspiring, but a bit better than the initial number.
The fee has nothing to do with their business…just a fee Verizon is adding that Twilio is passing through to their customers.