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Twilio Inc. (TWLO) is a leading provider of customer engagement solutions, enabling businesses to deliver seamless, personalized, and trusted interactions at scale. The company offers a robust platform that integrates communications APIs and software products, allowing developers and businesses to embed messaging, voice, email, and other interactions into customer-facing applications. Twilio also provides tools for leveraging customer data to create unique profiles and enhance engagement across digital touchpoints.
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Communications - Offers a variety of APIs and software solutions for messaging, voice, email, and marketing campaigns, enabling businesses to optimize communication with their end users.
- Messaging - Provides APIs for sending and receiving SMS, MMS, and other messaging formats.
- Voice - Enables voice call functionality through APIs for customer interactions.
- Email and Marketing Campaigns - Facilitates email communication and marketing campaign management.
- Flex - A customizable cloud-based contact center solution.
- User Identity and Authentication - Includes tools for account security and user verification.
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Segment - Provides software products that help businesses leverage first-party data to create unique customer profiles, enabling personalized and effective customer engagement.
| Name | Position | External Roles | Short Bio | Start Date |
|---|---|---|---|---|
Aidan Viggiano Executive | Chief Financial Officer (CFO) | None | Joined Twilio in 2019 as VP of Corporate Finance, later promoted to SVP of Finance, and became CFO in March 2023. Previously held finance leadership roles at GE. | March 1, 2023 |
Dana Wagner Executive | Chief Legal Officer, Chief Compliance Officer, and Corporate Secretary | None | Joined Twilio in December 2021. Previously served as Chief Legal Officer at Impossible Foods and General Counsel at Square. Also held legal roles at Google and the U.S. Department of Justice. | December 2021 |
Khozema Shipchandler Executive | Chief Executive Officer (CEO) | Board Member at Smartsheet Inc. and Ethos | Joined Twilio in 2018 as CFO, later served as COO and President of Twilio Communications before becoming CEO in January 2024. Previously held leadership roles at GE. | January 8, 2024 |
Andy Stafman Board | Board Member | Partner at Sachem Head Capital Management | Joined Twilio's board in March 2024. Brings expertise in corporate strategy, finance, and governance from his experience in investment management and private equity. | March 30, 2024 |
Charles Bell Board | Board Member | EVP of Security, Compliance, Identity, and Management at Microsoft | Joined Twilio's board in March 2023. Former SVP at AWS and held leadership roles at Amazon. Brings expertise in cybersecurity and cloud computing. | March 28, 2023 |
Deval Patrick Board | Board Member | Board Member at Cerevel Therapeutics, Toast Inc., American Well; Senior Advisor at The Vistria Group; Professor at Harvard Kennedy School | Joined Twilio's board in January 2021. Former Governor of Massachusetts. Brings expertise in public policy, investment, and regulatory compliance. | January 2021 |
Donna Dubinsky Board | Board Member | Board Chair of Numenta, Inc.; Board Member of the National Center for the Advancement of Semiconductor Technology | Joined Twilio's board in 2018. Co-founder of Numenta and former CEO. Brings entrepreneurial and leadership expertise in technology. | December 2018 |
Erika Rottenberg Board | Board Member | Board Member at Girl Scouts USA and Silicon Valley Law Foundation | Joined Twilio's board in 2016. Former General Counsel at LinkedIn and SumTotal Systems. Brings expertise in corporate governance, risk management, and legal matters. | June 2016 |
Jeff Epstein Board | Chair of the Board of Directors | Operating Partner at Bessemer Venture Partners; Board Member at AvePoint, Couchbase, Okta | Joined Twilio's board in 2017 and became Chair in January 2024. Former CFO of Oracle and DoubleClick. Brings extensive financial and operational expertise. | July 2017 |
Jeffrey Immelt Board | Board Member | Venture Partner at NEA; Board Member at Bright Health, Bloom Energy, Desktop Metal, Tuya | Joined Twilio's board in 2019. Former CEO of GE. Brings expertise in global business strategy and corporate governance. | June 2019 |
Miyuki Suzuki Board | Board Member | Board Member at Western Digital Corporation | Joined Twilio's board in August 2022. Former President of Asia Pacific, Japan, and China at Cisco. Brings expertise in global operations, cybersecurity, and regulatory challenges. | August 4, 2022 |
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Given the higher prepayments expected in Q4 that will drive a sequential decline in free cash flow, can you quantify the headwind in Q4 and explain how it might impact free cash flow margin expansion relative to operating margin expansion next year?
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You mentioned that the ISV channel grows faster than the overall business and carries higher gross margins; can you provide more details on the size of the ISV channel and how it contributes to your revenue and margin profile?
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Despite the acceleration in messaging revenue this quarter and a 10% year-over-year revenue growth, you only modestly raised your guidance for Q4; are there factors specific to Q3 that drove this acceleration, and should we consider any seasonal or one-time effects?
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In your preliminary outlook for 2025, you expect revenue growth of 7% to 8% assuming a neutral macro environment; given your usage-based revenue model, what gives you confidence in this growth rate, and how does the assumed neutral macro compare to current conditions?
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Segment revenue was flat year-over-year at $73 million, and the dollar-based net expansion rate for Segment was 91%; what specific initiatives are you undertaking to improve growth in the Segment business, and how confident are you in achieving breakeven on a non-GAAP operating income basis by Q2 of 2025?