In an interview with Capital Market Laboratories (CMLviz), chief financial officer of Twilio (NYSE:TWLO) Khozema Shipchandler had a few clear messages:
-- Healthcare is a massive market opportunity for Twilio.
-- The company will keep investing at scale based on the largesse of the future opportunity that it sees in front of it.
-- "[T]here's a massive digital transformation that's happening globally. And I think all the pandemic really did was give companies a sense of permission to innovate and to unleash the builders in their companies."
-- "[T]he reality is that I think the time is now. We really feel like we're hitting our stride."
In a far-ranging interview with the CFO, we discussed the future of the business and the opportunities ahead for Twilio.
Read: In the long term, Twilio feels more enthusiastic than it ever has
Alicia Newman, Director Client Services
Capital Market Laboratories