July 13, 2026

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem
Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem
After Earnings
Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem
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Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions.

00:00 Khozema Shipchandler, CEO of Twilio, joins
01:06 Taking over as Twilio's CEO
01:50 What Twilio does
03:19 Fighting commoditization with pricing power and the CDP data asset
05:20 Twilio's customer base
07:29 Branded calls and fighting spam
08:04 Building trust in the US telecom network
11:21 WhatsApp, Meta, and other emerging messaging channels
13:38 New products unveiled at Twilio's customer conference
18:24 Personalizing the mortgage-shopping journey
24:24 Q1 results
26:31 Capital allocation
27:17 Outro and upcoming episodes

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