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Twilio (TWLO) investor relations material
Twilio AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting conducted virtually to ensure consistent experience for all stockholders.
Replay of the meeting will be available on the web portal and IR website.
Overview of agenda included addressing matters in the 2026 proxy statement and announcing preliminary voting results.
Rules of conduct were adopted and made available on the virtual meeting website.
Corporate governance
Notice of the meeting and proxy materials were mailed to all stockholders of record as of April 17, 2026.
Quorum was established with a majority of voting power present virtually or by proxy.
Kathy Weeden of Broadridge Financial Solutions appointed as Inspector of Election.
Board and executive committee updates
Four director nominees presented: Charlie Bell, Jeff Immelt, Doug Robinson, Erika Rottenberg.
Board recommended voting for all director nominees and all proposals.
- Q1 2025 revenue rose 12% to $1.172B, with raised guidance and $130M in share repurchases.TWLO
Q1 20259 Jul 2026 - Q4 revenue up 11% year-over-year, with first GAAP operating profit and strong 2025 outlook.TWLO
Q4 20249 Jul 2026 - Targets 21–22% margins and $3B+ free cash flow by 2027, driven by AI and operational efficiency.TWLO
Investor Day 20259 Jul 2026 - Q2 2024 delivered 4% revenue growth, record profit, and strong cash flow margin of 18%.TWLO
Q2 20248 Jul 2026 - AI-driven Voice solutions are accelerating growth and margins through modular, scalable APIs.TWLO
UBS’s 2025 Global Technology and AI Conference8 Jul 2026 - Unique global network, AI-driven growth, and operational discipline fuel momentum and efficiency.TWLO
46th Annual William Blair Growth Stock Conference2 Jun 2026 - Transformation and AI-driven innovation accelerate growth in voice, messaging, and omnichannel engagement.TWLO
TD Cowen's 54th Annual Technology, Media & Telecom Conference27 May 2026 - Operational discipline and AI-driven innovation fuel strong growth and platform adoption.TWLO
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May 2026 - Q1 2026 revenue up 20%, guidance raised, and strong AI-driven customer expansion achieved.TWLO
Q1 20265 May 2026
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