Just a few interesting sections from Twilio's Q2 2021 earnings call:
1. On IoT
"As you imagine, you've got an IoT humidifier, or truck, or garbage dumpster, or trombone, you don't want to have to remanufacture that thing every time you get better connectivity technology...
1. On IoT
"As you imagine, you've got an IoT humidifier, or truck, or garbage dumpster, or trombone, you don't want to have to remanufacture that thing every time you get better connectivity technology...
...You want to be able to continually silently upgrade it in the background. That's what Super SIM enables companies to do because their connectivity is not something that is set into the device, and it's something that they can continually evolve in the cloud."
2. Reddit as a reference customer
"So Reddit wanted to add a voice talk feature into their communities. And so they used Twilio Live to do that. And so those are -- that was one of the reference customers at the time of launch."
"So Reddit wanted to add a voice talk feature into their communities. And so they used Twilio Live to do that. And so those are -- that was one of the reference customers at the time of launch."
3. Flex must be growing well over 100%.
"I know we don't break it out separately, but if you looked at Flex independently, I think you'd look at its momentum and say it's one of the fastest-growing SaaS products on the market"
"I know we don't break it out separately, but if you looked at Flex independently, I think you'd look at its momentum and say it's one of the fastest-growing SaaS products on the market"
4. Contact center driving revenue
"we're seeing the contact center become as much more of a customer experience, customer engagement point. Creating great customer experiences is a driver of top line and it's becoming closer to the revenue side of the business."
"we're seeing the contact center become as much more of a customer experience, customer engagement point. Creating great customer experiences is a driver of top line and it's becoming closer to the revenue side of the business."
5. Announcements
"Twilio Segment Journeys, allowing marketers to build customer journeys on top of the world’s #1 Customer Data Platform."
"Revenue of $668.9 million for the second quarter of 2021, up 67% year-over-year, including $46.6 million from Twilio Segment."
"Twilio Segment Journeys, allowing marketers to build customer journeys on top of the world’s #1 Customer Data Platform."
"Revenue of $668.9 million for the second quarter of 2021, up 67% year-over-year, including $46.6 million from Twilio Segment."
End/
Twilio is certainly not just a messaging API anymore, though that piece of the biz is still performing very well.
Layering on contact center, live voice, IoT through Super SIM, video, a customer data platform, toll-free messaging, etc., deepens customer relationships.
Twilio is certainly not just a messaging API anymore, though that piece of the biz is still performing very well.
Layering on contact center, live voice, IoT through Super SIM, video, a customer data platform, toll-free messaging, etc., deepens customer relationships.
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