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Twilio Inc. (TWLO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
2026-05-19 · via All Articles on Seeking Alpha

Twilio Inc. (TWLO) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 18, 2026 9:05 AM EDT

Company Participants

Aidan Viggiano - Chief Financial Officer
Andy O'Dower
Rodney Nelson - Vice President of Investor Relations

Conference Call Participants

Mark Murphy - JPMorgan Chase & Co, Research Division

Presentation

Mark Murphy
JPMorgan Chase & Co, Research Division

Awesome. Welcome, everybody, to the 54th JPMorgan TMC Conference. Great pleasure to be up here with Aidan Viggiano, CFO of Twilio; Andy O'Dower, VP and Field CTO; and Rodney, Investor Relations. Why don't we just start with a 30-second introduction of you guys.

Aidan Viggiano
Chief Financial Officer

Yes, great. So Aidan, I'm the CFO of Twilio. I've been with the company 7 years, CFO for about half of that. Before that, I was at General Electric in various roles, but based in Boston in my final role at General Electric.

Andy O'Dower

Hi, everyone. Andy O'Dower, Field CTO here at Twilio. For the last 5 years, I've been leading voice and video conversational AI products at Twilio as well. Before that, about 10-year customer of Twilio and previous businesses like Segment, SendGrid as well. So been leveraging and depending on the Twilio platform for years before leading product and now leading as field CTO.

Rodney Nelson
Vice President of Investor Relations

Rodney, Head of IR. I've been here for the last 3 years. But my history with Twilio actually goes back to the first 7 or 8 years of my career on the sell side. I actually covered Twilio for the first 3 years since it went public. So it feels like I've spent a decade here, which has been lovely. So...

Question-and-Answer Session

Mark Murphy
JPMorgan Chase & Co, Research Division

And to start off, Twilio has been in a remarkable journey over the