Twilio Inc. (TWLO) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Twilio Inc. ( TWLO ) Goldman Sachs Communacopia + Technology Conference 2026 September 8, 2026 4:00 PM EDT Company Participants Aidan Viggiano - Chief Financial Officer Inbal Shani - Chief Product & Technology Officer Presentation Unknown Analyst All right. Let's go ahead and get started. Thank you so much, Aidan and Inbal, for making it. Question-and-Answer Session Unknown Analyst And yes, let's go ahead. So I'll start with just a broader question, and then we'll kind of dive into some specific questions for each of you. But Twilio has historically helped customers connect communications across a fragmented carrier ecosystem. As you increasingly connect context across different channels, applications, AI agents, where do you feel like Twilio can create the most value? Is that delivering on the communication, managing a conversation or kind of increasingly helping customers act on those things? Aidan Viggiano Chief Financial Officer I think it's all of those things. I think our bread and butter is the channels, right, connecting our customers to the end consumer. But we're increasingly trying to make those communications more valuable. I'll let Inbal talk about it or I'm sure you'll get to it, but we've launched a suite of conversations products from memory to orchestration to intelligence in the last 6 months or so. And that's where we kind of see the future going in terms of Agentic as well as human communications. Inbal Shani Chief Product & Technology Officer And I think the uniqueness for Twilio is if you think about Twilio as 3 layers, we have all the communication channels where the conversation is happening and then you have the contextual layer, which is the data. And then you make the AI agents that are operating across all these channels with the context layer, so much better, more effective, more productive, more accurate, which is what you're trying