Rich Poland's questions to Twilio Inc (TWLO) leadership • Q3 2024
Question
Rich Poland, on for Michael Turrin, asked about the impact of sunsetting the Engage Premier product on ISV partner relationships. He also inquired about other AI use cases gaining meaningful traction beyond the OpenAI partnership.
Answer
CEO Khozema Shipchandler explained that sunsetting Engage Premier was a strategic decision to focus resources and strengthen partnerships with marketing automation ISVs rather than compete with them. Regarding AI, he emphasized that the core strategy is not about single use cases but about the powerful combination of contextual data (from Segment) with communications to activate personalization at scale across all products via a 'unified profile'.