Sign in

    Rich Poland

    Managing Director and Senior Equity Research Analyst at Wells Fargo

    Rich Poland is a Managing Director and Senior Equity Research Analyst at Wells Fargo Securities, specializing in the coverage of industrial companies with a particular focus on multi-industry and electrical equipment sectors. He provides research and investment analysis for major companies such as 3M, General Electric, Honeywell, and Illinois Tool Works, and has built a reputation for delivering accurate, actionable stock recommendations, consistently achieving a success rate above 60% and positive average returns according to industry platforms. Rich began his professional career in finance in the mid-1990s, has held positions at Bank of America before joining Wells Fargo in 2008, and has steadily advanced to his current leadership role. He is FINRA registered and holds key securities licenses, including the Series 7, 63, 86, and 87, and is recognized for his expertise and strong institutional investor relationships.

    Rich Poland's questions to TWILIO (TWLO) leadership

    Rich Poland's questions to TWILIO (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'.

    Ask Fintool Equity Research AI