Twilio Inc. (NYSE:TWLO) Q1 2022 Results Conference Call May 4, 2022 5:00 PM ET Company Participants Bryan Vaniman - SVP, Corporate Development & IR Jeff Lawson - Co-Founder, CEO Elena Donio - President, Revenue Khozema Shipchandler - COO Conference Call Participants Alex Zukin - Wolfe Research Frederick Havemeyer – Macquarie Ittai Kidron - Oppenheimer Derrick Wood - Cowen Kash Rangan - Goldman Sachs Matt Stotler - William Blair Meta Marshall - Morgan Stanley Michael Turrin - Wells Fargo Ryan MacWilliams - B ...

Twilio Inc. (NYSE:TWLO) Morgan Stanley 2022 TMT Conference March 10, 2022 5:25 PM ET Company Participants Jeff Lawson - CEO Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall Welcome, everybody. We're getting close to the end. And we're delighted here today to have Jeff Lawson, CEO of Twilio. I'm Meta Marshall, I cover the communications software space here at Morgan Stanley. Jeff, it's a delight to have you here as we were just commenting. We closed those down two years ago, and we'r ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ ____________________________________________ Title of each class Trading Symbol(s) Name of each exchange on which registered FORM 10-K _____________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ...

Financial Data and Key Metrics Changes - Twilio reported strong financial results for Q4 2021, with a year-over-year revenue growth of 54% to $842 million, and a full-year revenue of $2.84 billion, representing a 61% increase [9][16][70] - The company expects to achieve non-GAAP operating profitability in 2023, driven by improvements in operating expenses and gross margins over time [16][19][70] Business Line Data and Key Metrics Changes - The messaging business grew organically by 52% year-over-year, while application services, including Segment, are growing at a faster rate [35][70] - Twilio's customer engagement platform, including products like Flex and Segment, is gaining traction with significant adoption among Global 2000 companies [9][41] Market Data and Key Metrics Changes - Twilio's presence in Global 2000 customers doubled since the end of 2020, indicating strong market penetration and growth potential [65] - International messaging volumes surged in Q4, attributed to both market investments and specific customer growth [60] Company Strategy and Development Direction - The company aims to become a leading software player that connects businesses to their customers, focusing on personalized engagement through its customer engagement platform [9][19] - Twilio is pursuing an "in and up" strategy, leveraging existing customer relationships to upsell additional services and products [23][41] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, citing broad-based strength across the business and a positive setup for 2022 and beyond [57] - The focus on first-party data and privacy regulations is seen as a significant trend that will drive customer engagement and retention [14][15] Other Important Information - The company is refining its guidance philosophy to provide more consistent and accurate forecasts based on improved insights into customer usage patterns [25][27] - Twilio is exploring potential M&A opportunities but remains focused on organic growth and enhancing its existing product offerings [62][64] Q&A Session Summary Question: Adoption of solution-based products - Management is pleased with the adoption of software solutions like Flex and Segment, noting significant customer success stories [12][13] Question: Path to profitability in 2023 - Profitability will come from a combination of operating expense management and improved gross margins as the company scales [16][19] Question: Go-to-market strategy for 2022 - The sales team is being trained to leverage the "in and up" strategy to expand existing customer relationships [23][24] Question: Insights on guidance philosophy - The company has gained better insights into customer usage, allowing for more accurate forecasting [25][27] Question: Drivers behind international growth - International market investments and specific customer volume increases contributed to the surge in international messaging [60] Question: Growth prospects for Segment - Segment is expected to drive significant growth, with strong customer traction and integration with other products [58] Question: Strategy for Engage product - Engage aims to provide a data-driven approach to marketing, addressing the limitations of legacy marketing automation tools [66][67]

Twilio Inc. (NYSE:TWLO) Q3 2021 Earnings Conference Call October 28, 2021 5:00 PM ET Company Participants Jeffrey Lawson - Co-Founder and CEO George Hu - COO Marc Boroditsky - CRO Khozema Shipchandler - CFO Andrew Zilli - Vice President of Investor Relations Conference Call Participants Meta Marshall - Morgan Stanley Frederick Havemeyer - Macquarie Rishi Jaluria - RBC Capital Markets Samad Samana - Jefferies Derrick Wood - Cowen Michael Turrin - Wells Fargo Securities Ittai Kidron - Oppenheimer & Co Parker ...