Twilio Inc. (NYSE:TWLO) Q4 2023 Earnings Call Transcript

Khozema Shipchandler: Yes. So I think there’s a few opportunities there, and I wouldn’t actually just limit it to Flex necessarily. I think that what we see sort of more broadly is that in Flex — maybe I’ll start there. With Flex itself, we do have a partner ecosystem. They’ve been building alongside us. They’ve developed a number of innovative capabilities that sort of augment what we do inside of Flex and provide the overall kind of enhanced experience to a customer. And we’re very excited about continuing the progress there. I think based on some of the changes that we’ve made inside the business, and sort of to echo the answer to the prior question as well, we do have an opportunity to both decompose or make composable the aspects of Flex to be able to suit whatever the customer buying need is in a way that I think is a little bit different than just selling kind of a fully instantiated contact center solution.

I think the other part of it is for the overall business, we do see a really significant opportunity with our ISVs. We alluded to a large deal, for example, that we signed with a partner. We do see partners becoming an increasingly more important part of the business. And our ability to both help them grow with their own customers as well as partner with them to be able to bring solutions to market, I do think presents a really interesting opportunity for the business and will certainly be an area of focus for us.

Matt VanVliet: Great. Thank you.

Khozema Shipchandler: Thanks.

Operator: Thank you. That will conclude today’s conference call. We thank you for joining. You may now disconnect your lines.