Twilio Inc at Deutsche Bank Technology Conference Transcript

Sep 11, 2019 / 04:20PM GMT
Michael James Turrin - Deutsche Bank AG, Research Division - Research Analyst

Okay. Great. Good morning, everyone. Thanks for joining us. I'm Michael Turrin with the software team here at DB. We're very pleased to have our next presenter here. We have Khozema Shipchandler, CFO at Twilio.

Khozema, thanks for joining us, spending some time this morning.

Questions and Answers:

Michael James Turrin - Deutsche Bank AG, Research Division - Research Analyst

You joined as CFO of the company roughly a year ago. Maybe we can start off with initial observations. What surprised you versus your expectations? And how's that journey been to now?

Khozema Z. Shipchandler - Twilio Inc. - CFO

Sure. First of all, thanks, Michael, for having us. It's a real pleasure to be here. I would say just in terms of the surprises, to me, the biggest surprise has been just how resilient I think the growth is, the size of the TAM. I think when I did my own diligence in the company, I mean, I had a view, largely informed obviously by
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