Twilio Inc (NYSE:TWLO)
$ 64.66 0.63 (0.98%) Market Cap: 10.38 Bil Enterprise Value: 8.41 Bil PE Ratio: 0 PB Ratio: 1.22 GF Score: 84/100

Twilio Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 10, 2022 / 10:25PM GMT
Release Date Price: $140.86 (-2.88%)
Meta A. Marshall
Morgan Stanley, Research Division - VP

Welcome, everybody. We're getting close to the end, and we're delighted here today to have Jeff Lawson, CEO of Twilio. I'm Meta Marshall, I cover the communications software space here at Morgan Stanley.

Questions & Answers

Meta A. Marshall
Morgan Stanley, Research Division - VP

Jeff, it's a delight to have you here as we were just commenting. We closed this down 2 years ago, and we're reopening it back up. Twilio is going through this transformation towards evolving and optimizing B2C communication. As you have thought about it, and I've heard you talk about it multiple times, how much of the journey that Twilio is on, as what you set out to do when you founded the company, versus how much of that is just what you perceived as weakness in the market or evolution as you went along?

Jeffrey Lawson
Twilio Inc. - Co-Founder, Chairman & CEO

Yes. Thank you. First of all, I just wanted to thank you for having me. And I'm just looking around and

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