"We're Doubling Down" — Twilio's Kanter Touts New Agentic AI Push at Signal Berlin

So, first question, Jake.

First quarter was described internally as a milestone quarter.

I think it was your CEO definition.

Strong growth, sharply improved operating income, renewed market confidence.

But beyond the headline numbers, what actually changed operationally inside Trilio that made this quarter different from the last few years?

That's a great question.

I think there's actually not a lot that has changed just in the last quarter that led to this performance.

I'd point to the work that we've done over the last several years.

Twilio, like a lot of companies, has seen the AI disruption that's going on.

And our focus has really been how do we sit ourselves at the center of that disruption? How do we enable our customers to utilize the Twilio platform that we've been building for over the last 10 years to and really infuse that into their AI strategy.

And I think what you saw in the first half of this year is that strategy start to come to light.

We're starting to see the increase of communications that's going on because of AI.

We're starting to see some of the bets that we place come to fruition.

And because of that, we saw some really strong first quarter performance.

If you had to define the biggest change you witnessed during the last 10 years, I don't know exactly how long have you been in Twilio, more than 10 years, isn't it?

Yeah, I've actually had two chapters at Twilio.

I'm what we call a boomerang, but the second chapter is nine years now.

Right.

So if you had to, you know, stress a change that you witnessed.

Yeah,

I feel like over the last 10 years or so, I've seen Twilio go through a lot of different chapters and evolutions.

And what I really like about this current chapter that we're in is in some ways it feels like we're returning to our roots, to our beginning.

When we started as a company, Twilio was really hyper-focused on developers and on the builders of the world.

Those that have been to San Francisco may have seen our kind of famous billboard.

That was the first