Twilio Inc. (TWLO) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Core Insights - The company has set a financial framework targeting 21% to 22% operating margins by 2027 and aims for $3 billion in cumulative free cash flow, with a goal of returning an average of 50% of free cash flow to shareholders annually [1] Group 1: Financial Performance - The company reported a solid performance in 2025, focusing on execution and delivering results across various metrics [2] - Organic growth for the year was 13%, an increase from 9% in 2024, indicating a reacceleration in growth which is a significant priority for the company [3] - The growth was broad-based, not reliant on a single product, channel, or industry vertical, showcasing diversified performance [3]