# Khozema Shipchandler

人気のポッドキャストエピソード
更新しました:

Big Tech Earnings Parade Rolls On With Amazon & Apple 5/1/25

Earnings pour in from Amazon, Apple, Roku, Airbnb, Reddit, Block, and more. The market panel features Adam Crisafulli and Stephanie Link breaking down the numbers as they come in. Maxim’s Tom Forte on Amazon's results, and our Steve Kovach walks through Apple numbers. The panel—Crisafulli, Link, an…

Drill Down Earnings, Ep. 325: Twilio Q4 earnings analysis – what you need to know ($TWLO)

🎙️ The Drill Down: Twilio Q4 Earnings Deep Dive 💡 Beyond the numbers: Unpack Twilio ($TWLO) Q4 performance with CEO Khozema Shipchandler. More than “beat” or “miss” –the Drill Down Earnings with Epistrophy Capital Research’s chief market strategist Cory Johnson. It’s the business news behind sto…

Twilio (TWLO) CEO on Stock's Rally & Agentic AI Future

Khozema Shipchandler, CEO of Twilio (TWLO), talks with Marley Kayden about the company's latest earnings and ways it backs the growth story. Shares jumped more than 30% since the report. Khozema says Twilio has a lot of space to capitalize on the AI trade, especially in the agentic AI space as more…

Twilio CEO on AI Agents, Future of Messaging

As companies shift from one-way customer notifications to AI-powered, personalized conversations at scale, developers need advanced communications infrastructure to build omnichannel digital messages. Twilio — which powers B2C SMS, two-factor authentication, customer alerts and reminders alongside …

10AM Hour: Twilio CEO, AI’s Accuracy Problem, Apollo Face Private Credit Withdrawal Requests 6/23/26

How is Wall Street valuing software companies in the age of artificial intelligence? Twilio CEO Khozema Shipchandler discusses the changing software landscape, AI adoption, and how his company is positioning itself for the next wave of growth. Plus, Meta’s former head of news warns about the growin…

TWLO CEO on Agentic A.I., Voice Growth & Profitability

Twilio (TWLO) CEO Khozema Shipchandler discusses the company’s shift beyond messaging into a broader engagement platform built for agentic A.I. He highlights voice A.I. growth and Twilio’s ability to deliver ROI for customers like Lyft (LYFT) and IBM (IBM). Shipchandler also outlines Twilio’s neutr…

Twilio CEO on the Company's Turnaround Strategy, AI-Powered Customer Communication & the Robocall Problem

Ann Berry is joined by Khozema Shipchandler, CEO of Twilio, to discuss the company's turnaround strategy, the changing landscape of customer communication and how Twilio is leveraging AI to personalize interactions. 00:00 Khozema Shipchandler, CEO of Twilio, joins01:06 Taking over as Twilio's CEO0…

Why Uber is Undervalued, Twilio CEO on its Dramatic Reacceleration in Business

The Information’s Anita Ramaswamy talks with TITV Host Akash Pasricha about why Uber bears have taken a wrong turn and why the stock may be undervalued despite robotaxi threats. We also talk with Twilio CEO Khozema Shipchandler about the company's dramatic top-line reacceleration and how AI agents …

11AM Hour: Intel Plunges After Earnings, CFTC Chairman on Utah Charging Kalshi & Twilio CEO on Earnings 10/30/26

Patrick Moorhead of Moor Insights & Strategy joins to break down Intel's latest quarter, which is sending shares tumbling today. Then, CFTC Chairman Michael Selig joins to discuss Utah filing criminal charges against Kalshi. Plus, Twilio CEO Khozema Shipchandler breaks down their latest quarterly r…