Research
FORUM TRANSCRIPT

Forum Pulse: Twilio – Systems Integrator Q4 2021 Panel Update & Q1 2022 Outlook – 18 January 2022

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Divisional leader at Vodafone Group plc (SP 1) and senior executive at Presidio Inc (SP 2)

Agenda

  • Twilio's (NYSE: TWLO) operating environment – QoQ and YoY demand trends across SMS, voice, video, email and messaging APIs (application program interfaces)
  • Flex CCaaS growth prospects – enterprise go-to-market and necessary product improvements
  • Twilio Engage adoption expectations
  • 2022 outlook – competitive landscape and CaaS convergence

Questions

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