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 TD Cowen Technology, Media & Telecom Conference Transcript

May 27, 2026 / 05:50PM GMT
Release Date Price: €155.7 (-4.39%)
Derrick Wood
Cowen and Company LLC - Analyst

Thanks, everyone, for coming. Derrick Wood, senior research analyst at TD Cowen, [IICs and Excel]. I appreciate your support. And we've got VP of IR, Rodney Nelson of Twilio. Thanks for coming, Rodney.

Rodney Nelson
Twilio Inc - Vice President, Investor Relations

Thanks for having me.

Questions & Answers

Derrick Wood;Rodney Nelson
Cowen and Company LLC - Analyst;Twilio Inc - Vice

I am going to give you kind of a softball question to start with, I think -- the -- and it may just kind of lay the predation here. But your -- I mean, the stock has had just a great performance this year. Obviously, you guys have gone through a big evolution over the last few years. But I mean, there are a lot of things. I mean there's been really impressive growth acceleration in the business.

Like how would you set the table in terms of like what's really been working and kind of behind the scenes on the organic growth acceleration?

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