Twilio Inc (LTS:0LHL)
$ 245.63 -9.89 (-3.87%) Market Cap: 39.31 Bil Enterprise Value: 37.72 Bil PE Ratio: 34.27 PB Ratio: 4.37 GF Score: 70/100

Twilio Inc. at Canaccord Genuity Growth Conference Transcript

Aug 12, 2026 / 12:30PM GMT
David Hynes
Canaccord Genuity Corp - Analyst

All right. I think we're ready to kick things off. I'm DJ Hynes. I'm the senior software analyst here at Canaccord. This is the 46th year that Canaccord hosted this conference.

We couldn't do it without the support of the corporates to come and bring all the great content and the investors that show up and fill the rooms and eat the food and ask the smart questions. So thank you for everyone for being here.

Delighted to have the Twilio team. We have Rodney Nelson, who runs IR. We're going to do this as a fireside chat, but I'd be happy to work in any questions from the room. We've got 25 minutes.

So with that, I think we can get right into it.

Rodney Nelson
Twilio Inc. - Investor Relations

Let's do it.

Questions & Answers

David Hynes
Canaccord Genuity Corp - Analyst

Rodney, look, I think investors probably know the Twilio story well, but probably don't know kind of the massive transition that's happened in the business over the

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