Twilio Inc. (NYSE:TWLO) Q3 2020 Earnings Conference Call - Final Transcript

Good afternoon and welcome to Twilio's Third Quarter 2020 Earnings Conference Call. My name is Rob and I will be your operator for today's call. [Operator Instructions] I will now turn the call over to Andrew Zilli, Vice President of Investor Relations and Treasury. Mr. Zilli, you may begin.

Thanks. Good afternoon, everyone, and thank you for joining us for Twilio's third quarter 2020 earnings conference call. Our earnings results press release, SEC filings and a replay of today's call can be found on our IR website, at investors.twilio.com. Joining me virtually today are Jeff Lawson, Co-Founder and CEO; George Hu, COO; and Khozema Shipchandler, CFO.

As a reminder, some of our commentary today will be in non-GAAP terms. Reconciliations between our GAAP and non-GAAP results and guidance can be found in our earnings press release. Additionally, some of our discussion and responses may contain forward-looking statements, which are subject to risks, uncertainties and assumptions. In particular, our plans and timing to close the Segment acquisition, including the expected business benefits and financial impacts from the acquisition, and our expectations around the impact of the COVID-19 pandemic on our business, results of operations and financial condition, and that of our customers and partners, is subject to change.

Should any of these risks materialize or should our assumptions prove to be incorrect, actual financial results could differ materially from our projections or those implied by these forward-looking statements, or ability to close the Segment acquisition in a timely fashion. A description of these risks, uncertainties and assumptions and other factors that could affect our financial results are included in our SEC filings, including our most recent report on Form 10-K and subsequent reports on Form 10-Q. And our remarks during today's discussion should be considered to incorporate this information by reference.

Forward-looking statements represent our beliefs and assumptions only as of the date such statements are made. We undertake no obligation to update any forward-looking statements made during this call to reflect events or circumstances after today or to reflect new information or the occurrence of unanticipated events, except as required by law.

With that, I'll hand it over to you, Jeff.

Thanks, Zilli, and welcome everyone to this quarter's earnings call. Before turning to earnings, I want to encourage all who are listening, especially here in the United States, to please vote; have a plan, find a way, make your voice heard.

At the top of our earnings calls, from time to time, I may briefly discuss some element of social justice, policy or societal issues in the hope that it has some impact. And it shows that we at Twilio take these issues seriously. On our last call, I referenced the fact the Black Lives Matter. And I want to say it, because it needs to be said, Black Lives Still Matter. And Twilio will continue to advance the dialog on this and other issues that we care about.

Now, on to earnings. We delivered another quarter of outstanding results.