Financial Data and Key Metrics Changes - Twilio reported a strong growth rate of 50% to 52% for Q3 guidance, indicating robust performance expectations moving forward [15] - The company experienced broad-based strength across various facets of the business, particularly in messaging and application services [19][51] - The dollar-based net expansion rate showed significant improvement, reflecting strong revenue contributions from new customers [50] Business Line Data and Key Metrics Changes - The messaging product continued to deliver outstanding results, with reacceleration noted over previous periods [25][51] - Segment, a key acquisition, had a strong quarter, contributing positively to overall growth despite some sequential growth fluctuations [25][61] - Flex, the cloud contact center solution, is experiencing rapid adoption across a diverse range of customers, indicating its strong market position [75] Market Data and Key Metrics Changes - International revenue saw a notable uptick, attributed to ongoing global expansion efforts and the acquisition of ValueFirst, which contributed entirely to international revenue [17] - The company noted that only about 15% of the contact center market has transitioned to the cloud, highlighting significant growth opportunities ahead [76] Company Strategy and Development Direction - Twilio is focused on enhancing its product offerings through strategic acquisitions, such as Zipwhip, to improve service capabilities and expand market reach [34][36] - The company is committed to supporting digital transformation initiatives, emphasizing a land-and-expand strategy that allows customers to start with one use case and expand to others [32] - The integration of Segment Journeys aims to improve customer engagement by leveraging first-party data, aligning with current privacy trends [40][42] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, citing strong customer demand and the ongoing digital transformation as key drivers for growth [19][76] - The company acknowledged challenges in the IoT space due to global supply chain issues but remains confident in long-term growth prospects as 5G technology rolls out [56] - Management highlighted the importance of building trusted communications and enhancing customer relationships through innovative messaging solutions [35][68] Other Important Information - Twilio committed $10 million to Gavi, the Vaccine Alliance, to support global vaccination efforts, showcasing its corporate social responsibility initiatives [10] - The company is actively exploring M&A opportunities that align with its product roadmap and customer needs [29][30] Q&A Session Summary Question: Insights on Segment's co-selling and growth - Management noted that co-selling efforts are just beginning and will take time to reflect in financials, but they are optimistic about future growth [14][17] Question: Strongest outperformance areas in the quarter - Management highlighted broad-based strength, particularly in messaging and Segment, with strong net expansion and new customer growth [19] Question: International revenue growth drivers - The uptick in international revenue is attributed to global expansion and the acquisition of ValueFirst, which contributed fully in Q2 [17] Question: M&A strategy and balance between organic and inorganic growth - Management emphasized the importance of aligning acquisitions with customer needs and product roadmap to accelerate growth [29][30] Question: Flex adoption in contact centers - Flex is experiencing rapid growth, with adoption across various customer segments, indicating a strong market position [75] Question: Update on IoT business and Super SIM - Management expressed optimism about the IoT business, highlighting the potential of Super SIM to simplify global device connectivity [53][56]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-Q _____________________________________________ ____________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37806 __ ...

Financial Data and Key Metrics Changes - Twilio reported a strong performance with a year-over-year revenue growth of 47% to 50% for Q2 guidance, reflecting a robust demand across various sectors [49][50] - The dollar-based net expansion rate (DBNE) remained strong at 133%, indicating continued growth in existing customer accounts [53] Business Line Data and Key Metrics Changes - The integration of Segment has become a significant part of customer conversations, with over two-thirds of discussions focusing on personalized engagement opportunities [13][29] - The company is on track with its enterprise sales hiring, maintaining strong productivity and consistent ramp times for new hires [16] Market Data and Key Metrics Changes - The company is seeing a recovery in industries negatively impacted by COVID-19, such as travel and hospitality, which is expected to drive increased usage and engagement strategies [45][46] - Twilio's geographic expansion through acquisitions like ValueFirst and Syniverse is aimed at enhancing local presence and cost synergies in key markets like India and Mexico [23][62] Company Strategy and Development Direction - Twilio is restructuring its R&D organization into three units: Twilio Core Communications Platform, Data Platform, and Core Platform, to better serve its diverse customer base and enhance innovation [18][19] - The focus on first-party data and customer engagement through the Customer Data Platform (CDP) is seen as increasingly important in the evolving digital marketing landscape [39][40] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the ongoing challenges posed by COVID-19 but expressed optimism about the digital transformation trends that have accelerated during the pandemic [8][44] - The company anticipates that the demand for digital solutions will continue as businesses adapt to new consumer expectations and engagement strategies [44][46] Other Important Information - Twilio has initiated several programs to support communities affected by COVID-19, demonstrating its commitment to social responsibility [9] - The company is leveraging hackathons to foster innovation and collaboration with partners, particularly in targeted verticals like healthcare [58] Q&A Session Summary Question: Customer Conversations on Digital Transformation - Management confirmed that customer discussions have shifted towards long-term digital transformation strategies, with Segment playing a crucial role in these conversations [11][12] Question: Enterprise Sales Hiring and Productivity - The company is on track with sales hiring and has seen strong productivity from new hires, indicating a healthy demand environment [15][16] Question: Impact of Acquisitions on Cost Structure - Management highlighted that acquisitions like Syniverse and ValueFirst are expected to yield cost synergies and enhance geographic footprint, although immediate financial contributions are minimal [22][62] Question: Integration of Segment - The integration of Segment is progressing well, with positive cultural alignment and increased customer engagement opportunities being noted [25][26] Question: Pricing Strategy with New Messaging Solutions - Management discussed the potential for differentiated pricing based on the value of specific messaging solutions, emphasizing the importance of aligning product capabilities with customer needs [33][34] Question: Growth Trends Post-COVID - Management provided insights into the recovery of industries affected by COVID-19 and the expected return of usage in those sectors, alongside new engagement strategies [42][46] Question: Contribution of Vaccine Distribution - Management indicated that while vaccine distribution has been significant, it did not materially impact financial results for the quarter [55] Question: Hackathons and Vertical Focus - The company is utilizing hackathons to build momentum with partners and develop innovative solutions, particularly in healthcare [58]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ ____________________________________________ 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, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37806 ______ ...

Twilio Inc. (NYSE:TWLO) Q4 2020 Earnings Conference Call February 17, 2020 5:00 PM ET Company Participants Andrew Zilli - VP, IR Jeff Lawson - Founder, Chairman and CEO George Hu - COO Khozema Shipchandler - CFO Conference Call Participants Derrick Wood - Cowen and Company Mark Murphy - JPMorgan Will Power - Baird Fred Havemeyer - Macquarie Meta Marshall - Morgan Stanley Michael Turrin - Wells Fargo Matt Stotler - William Blair Parker Lane - Stifel Rich Valera - Needham & Company Ryan Koontz - Rosenblatt Se ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ ____________________________________________ Securities registered pursuant to Section 12(b) of the act: Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, par value $0.001 per share TWLO The New York Stock Exchange FORM 10-Q _____________________________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EX ...