Twilio Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
All right. While Aidan makes her way up to the stage, I'll read the boring disclosure for the right of you. 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.
I am Meta Marshall, past communication software analyst. But stepping back into my role, while Elizabeth is on maternity leave.
We are delighted to have Twilio. We have Rodney from IR, who's pitching in as well; and then, Aidan Viggiano, CFO.
So Aidan, thanks so much for being here. It's been a little over a year since your Investor Day, where you laid out kind of the three-year financial framework, 21% to 22% operating margins by 2027, $3 billion of cumulative free cash flow also targeting kind of annual average 50% of free cash flow being returned to shareholders. Where did you exceed your own expectations in the first year of this plan? And where is there still kind of work to do?
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