Twilio Inc (STU:TWH)
€ 187.25 -3.5 (-1.83%) Market Cap: 28.60 Bil Enterprise Value: 27.47 Bil PE Ratio: 335.25 PB Ratio: 4.19 GF Score: 70/100

Twilio Inc at UBS Global Technology and AI Conference Transcript

Dec 03, 2025 / 09:15PM GMT
Release Date Price: €110.5 (-1.36%)
Taylor McGinnis
UBS AG - Analyst

Hello, everyone. How is it going. I hope everyone is enjoying the third-day of the UBS Tech Conference. My name is Taylor McGinnis, and I head up the SMID-Cap application SaaS space here. And in this session, we have Twilio.

And I'm very excited because we have Andy, who's the VP of Product for video and voice. And just given how voice has become such a focal point and a lot of the emergence of AI with Twilio and the broader CPaaS category, I think this is going to be a really good conversation. And then we also have Rodney, who is Head of Investor Relations. So thank you guys both for joining today.

Andy O;Dower
Twilio Inc - Vice President of Product Management for Voice, Video, and Flex

' -

Of course for having us.

Questions & Answers

Taylor McGinnis;Andy O;
UBS AG - Analyst

Awesome. Maybe to start, Andy, if you could just give a brief background on yourself and your role at Twilio, and then we can go from there.

'

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