Twilio Inc (STU:TWH)

€ 101.34 0.34 (0.34%) Market Cap: 16.13 Bil Enterprise Value: 14.62 Bil PE Ratio: 0 PB Ratio: 2.10 GF Score: 76/100

Twilio Inc at UBS Technology, Media & Telecom Conference Transcript

Nov 28, 2023 / 08:35PM GMT

Release Date Price: €59.22 (+3.17%)

Transcript

Taylor Anne McGinnis

UBS Investment Bank, Research Division - Equity Research Analyst for Software

Okay. Well, hello, everyone. And thanks so much for attending this session with Twilio. We have Aidan here, Twilio's CFO. And for anyone in the room that might not know me, my name is Taylor McGinnis, and I'm one of the software analysts here at UBS. So Aidan, thanks for coming.

Aidan Viggiano

Twilio Inc. - CFO

Thanks for having me. It's great to be here.

Questions & Answers

Taylor Anne McGinnis;Aidan Viggiano

UBS Investment Bank, Research Division - Equity Research Analyst for Software

Yes, of course. Maybe a good place to start would just be on the macro environment, given that that's very topical. I know you guys have been talking about seeing more stable trends on the Communications side, the data and apps business still sounds like it's under pressure. But could you just talk about what you guys saw throughout 3Q? How things like trended towards the start of 4Q, as a start?

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