Twilio : 2025 Investor Day Presentation
TWLO
Twilio
2025 Investor Day
January 23, 2025
2025 TWILIO INC. ALL RIGHTS RESERVED
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Investor Day Agenda
01
New Twilio: Our Vision and Path Ahead
Khozema Shipchandler - Chief Executive Officer
02
Our Innovation Engine
Inbal Shani - Chief Product Officer
03 Our Market Opportunity
Chris Koehler - Chief Marketing Officer
04 Our Growth Engine
Thomas Wyatt - Chief Revenue Officer
05
06
07
Durable, Profitable Growth
Aidan Viggiano - Chief Financial Officer
Concluding Remarks
Khozema Shipchandler - Chief Executive Officer
Q&A
Twilio Executive Team
2025 TWILIO INC. ALL RIGHTS RESERVED
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Today's Speakers
Khozema Shipchandler
Inbal Shani
Chris Koehler
Chief Executive Officer
Chief Product Officer
Chief Marketing Officer
Thomas Wyatt
Aidan Viggiano
Chief Revenue Officer
Chief Financial Officer
2025 TWILIO INC. ALL RIGHTS RESERVED
4
New Twilio: Our Vision and Path Ahead
Khozema Shipchandler
Chief Executive Officer
2025 TWILIO INC. ALL RIGHTS RESERVED
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5
Twilio's Vision
Communications +
Contextual Data +
AI
We envision a world
in which every digital interaction between businesses
and consumers is amazing.
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How We've Improved Performance
Core Operating Principles
Focused
Disciplined
Financial
Innovation
Execution
Rigor
Key Areas of Focus
2023 & 2024
2025 & Beyond
● Right-sized our cost base
● Continuing to invest in innovation
●
Stabilized our growth
●
Accelerating growth
●
Delivered meaningful non-GAAP
●
Driving further margin expansion, FCF, and
operating profitability and FCF
GAAP operating profitability
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Why Twilio is Positioned to Win
Innovation
Unique Position
Multiple
Distribution
Execution
Engine
in an Attractive Market
Growth Levers
Advantage
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Why Twilio is Positioned to Win
Innovation
Unique Position
Multiple
Distribution
Execution
Engine
in an Attractive Market
Growth Levers
Advantage
2025 TWILIO INC. ALL RIGHTS RESERVED
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Recent Product Innovations and Integrations
Products
Traffic Optimization
RCS for Verify & Messaging
Engine
Generative Audiences
Voice, Phone
SendGrid
Segment
Branded Calling
Unified Profiles and
On track to
Numbers
SMS
Video
Studio
Flex
CDP
Voice Intelligence
SendGrid Engagement
Agent Copilot
ConversationRelay
deliver more
Quality
Linked Audiences
Messaging Deliverability
2008
2010
2015
2016
2017
2018
2019
2020
2023
Fraud Guard for
Predictions
2024
Personalized Virtual Agent
Score
2025
Verify
Recommendations
Data Graph
Intelligent Alerts &
Segment Unify
SMS Pumping Protection
Engagement Suite
Discovery AI Assistant
H1 2023
H2 2023
H1 2024
H2 2024
Twilio founded
IPO
Integrations
Amazon
Databricks
Meta
Microsoft
OpenAI
Snowflake
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Twilio Can Uniquely Maximize Customer Value by Combining:
Contextual Data
Behavioral
Activity on web, apps, and communications interactions
Objective
Systems of record
Conversational
Context of customer interactions
Communications
Messaging
SMS
MMS
Webchat
RCS
Apple
Messenger
Messages for
Business
Voice
Video
Agent Copilot for Human Agents
Virtual Agents
AI Assistants
Push
Artificial Intelligence
Generative
Generate audiences, content, and surface insight
Predictive
Predict customer behaviors and impact
Automation
Create and proactively apply next best action (NBx) recommendations
+
+
+
Marketing
Notifications
Customer Sales
Customer Service
Authentication & Security
Indicates Newest Additions in Communications
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Disclaimer
Twilio Inc. published this content on January 23, 2025, and is solely responsible for the information contained herein. Distributed by Public, unedited and unaltered, on January 23, 2025 at 22:38:36.227.