Twilio Inc. (TWLO) Annual William Blair Growth Stock Conference (Transcript)


Twilio Inc. (NYSE:TWLO) Annual William Blair Growth Stock Conference Call June 4, 2025 9:40 AM ET

Company Participants

Khozema Z. Shipchandler – CEO & Director

Conference Call Participants

Arjun Rohit Bhatia – William Blair & Company L.L.C., Research Division

Arjun Rohit Bhatia

All right. Why don’t we go ahead and kick things off. Thanks, everyone, for joining. For those of you that don’t know me, my name is Arjun Bhatia, and I am the research analyst here at William Blair who covers Twilio. For a full list of disclosures you can go to williamblair.com.

And with that, it’s a pleasure to introduce Khozema Shipchandler, who is the CEO of Twilio. Khozema thanks for being here.

Khozema Z. Shipchandler

Yes, thanks for having me.

Question-and-Answer Session

Arjun Rohit Bhatia

Maybe a good place to start. I think everyone is generally familiar with Twilio. But I think the business has changed quite a bit over the last several years and especially over the last, I’ll say, 2 years.

When you took over as CEO about 18 months ago, so you’ve kind of brought your own changes and initiatives to the company. So I would love to hear your perspective. Obviously, you’ve been at Twilio for longer, but I would love to hear your perspective on how the company has changed over the last 2 years and what you’re looking for going forward now that some of those changes have been implemented and you’re starting to see some of these early results come through?

Khozema Z. Shipchandler

Yes. I mean I think in many respects, other than the core products, like fundamentally like everything has changed in many respects. So if you just kind of go back maybe at a high level, I think the way in which we’re running the company is like quite different. Like we’re running



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