A big focus on growth, growth that's
coming in the second half. Growth that is kind of evident now.
But this is the first time you and I have been able to speak since you've
been CEO. So what have you done to change that
growth trajectory? Yeah, thanks for having me.
I would say, you know, we're just running the company with a lot more
discipline, a lot more operating rigor. And as it relates to growth in
particular, I think we've been very focused on some of the innovation bets
that we've been making. And I think perhaps most encouragingly,
we're starting to see some real signs that this combination of communications,
which we're the leader in, contextual data, which we're also the leader in,
plus A.I., that that combination to drive really personalized experiences
for consumers vis-a-vis the customers we support is starting to get some
traction. There's been a lot of emphasis as well
on sort of reorganization.

What does the company Twilio look like now under the changes you've made? Cosma? Look, I think the company organization is in pretty good shape, actually. But a year or so ago, we took steps to, you know, kind of get our cost base in shape. But on the flip side, we also wanted to be really focused in the areas in which we wanted to grow. And so we have a communications business that we established at that time as kind of a proper business unit. We did the same thing with our segment business, establishing that with a proper business unit, they've got kind of an aligned set of metrics. And I think the benefit of that is, is that it also allows for a certain level of disclosure that investors were also asking for. Cosma It is important to note that where we are today is in part the result of activist investor interest in the company. You know, you seem to have responded to

that positively and taken action.
Would you just update the audience that's familiar with Twilio where we
stand, please? Yeah, I just think fundamentally, like
we're trying to run the company. Well, right.
I mean, I think that's something that every single one of our shareholders
want. It starts with financial discipline. You
know, being smart about the bets that we're making, obviously re accelerating
top line growth over time. We see positive signs about our ability
to do that. We're more optimistic about that.
I think operating rigor, just kind of the internal mechanics of the company, like
doing that well, delivering on the things that we said we would do and
actually, you know, going and doing those things.
And then I think when it comes to innovation, just being really focused,
you know, so we're taking a handful of bets.
As I mentioned, one of those is really around this notion of contextual data,
using that as a means to combine it with

communications to drive interactions on the other side, like, you know, we serve customers ultimately, and customers keep telling us that's what they want. And I think that's ultimately what's going to yield the success of the company as well as for our shareholders. Contextual data. But when we talk about A.I. and will have a lot of it plays on what you're good at. Right. Voice intelligence, verify those products. Have you seen an AI driven acceleration or are you just saying we've been doing this a while, guys? I think it's kind of early days, to be honest with you. But, you know, the nature of it is sort of in the the product vernacular that you just referred to. Right. So voice intelligence, Right. I mean, it's a little bit different than from where we were, let's say, a few years ago. Like actually what's taking place inside these calls now is the ability to harvest some of the data, always with

consumer consent, I might add, but
harvest the data inside those interactions to pick up key words, feed
that back into an AI engine such that that information can be used to both
make that particular conversation more interesting, more engaging for one of
the consumers that our customers are engaging with, as well as at the same
time taking that data and feeding it back in so that over time that results
in a more delightful customer engagement.

Twilio Gains After Positive Results and Outlook

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