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 & Telecom Conference Transcript

Mar 08, 2023 / 11:55PM GMT

Release Date Price: $72.12 (-2.14%)

Transcript

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right. Perfect. Welcome, everybody. While everybody kind of clears away, I'll read the disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. No better way to quiet a crowd than reading some disclosures.

All right. I'm Meta Marshall, I head up the Communication Software team here at Morgan Stanley. We are delighted to have Jeff Lawson, Co-Founder and CEO of Twilio, with us here today.

Jeffrey Lawson

Twilio Inc. - Co-Founder, Chairman & CEO

Thank you, Meta. Great to be here.

Questions & Answers

Meta A. Marshall

Morgan Stanley, Research Division - VP

All right. So before we step into the changes that the company has made over the last 12 months, I just want to see how you think the value proposition of Twilio has evolved as you've moved beyond just channels to

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