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    Jamie Rollo • Morgan Stanley

    Jamie Rollo's questions to Twilio Inc (TWLO) leadership

    Jamie Rollo's questions to Twilio Inc (TWLO) leadership • Q2 2025

    Question

    Jamie Rollo, on behalf of Meta Marshall, inquired about the primary areas of traction with Independent Software Vendors (ISVs) and whether the recent price increase had a material impact in the quarter.

    Answer

    CRO Thomas Wyatt explained that ISV traction is strong across verticals like financial services and healthcare, typically starting with messaging and expanding to other channels like voice and RCS. CFO Aidan Viggiano confirmed that the impact from the price increase was not material in Q2.

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    Jamie Rollo's questions to InterContinental Hotels Group PLC (IHG) leadership

    Jamie Rollo's questions to InterContinental Hotels Group PLC (IHG) leadership • H1 2025

    Question

    Jamie Rollo from Morgan Stanley inquired about current trading trends for Q3 and Q4, the reasons for a 1% decline in Americas fee revenue despite RevPAR and unit growth, and the sustainability of the significant positive swing in the central profit line.

    Answer

    CEO Elie Maalouf expressed confidence in the full-year outlook, citing subsiding market turbulence and strong fundamentals in the U.S., and downplayed the impact of the election. He noted that the central profit improvement was expected, driven by growth in point sales and credit card revenues. CFO Michael Glover explained the Americas fee revenue dip was due to the exit of high-fee hotels (with replacements pending), increased renovations, and the ramp-up period for a high volume of new openings.

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    Jamie Rollo's questions to InterContinental Hotels Group PLC (IHG) leadership • H1 2025

    Question

    Jamie Rollo of Morgan Stanley inquired about current trading trends for Q3 and the potential for a Q4 RevPAR pickup in the U.S., a reconciliation for the Americas' fee revenue decline despite RevPAR growth, and the significant profit swing in the central cost line.

    Answer

    CEO Elie Maalouf expressed confidence in the full-year outlook, citing a constructive U.S. economic backdrop and the expected growth from ancillary revenues like point sales and credit cards. CFO Michael Glover attributed the Americas fee revenue gap to temporary factors including high-fee hotel exits, renovations, and the leap year, noting it is not a long-term issue. Mr. Maalouf added that the full fee benefit from a 75% increase in openings has not yet been realized.

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