{
  "docId": "019dd923-5eff-723e-9be5-a4de7fe6d36a",
  "docSlug": "37dc26260ad34276",
  "documentTitle": "2025 Investor Day",
  "authorId": "Twilio",
  "authorName": "Twilio",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 26,
  "pageCount": 163,
  "prevPage": 25,
  "nextPage": 27,
  "slideType": "kpi_dashboard",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 24,
  "notes": "The chart tracks revenue performance over 8 quarters, highlighting a stabilization and recent uptick in growth rates.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "line_chart",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be5-a4de7fe6d36a/26",
  "deckHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be5-a4de7fe6d36a#slide-26",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.88,
        "x": 0.06,
        "y": 0.28
      },
      "kind": "chart",
      "text": "Revenue bars and growth trend lines",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4a63590b-4885-447b-ad15-662b039463df",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.92,
        "x": 0.038,
        "y": 0.92
      },
      "kind": "disclaimer",
      "text": "1. As a full year has elapsed since Twilio's 2023 divestitures, starting in the third quarter of 2024, reported and organic revenue growth rates are equivalent. 2. We will report our Q4 2024 and full year 2024 earnings on February 13, 2025, however we're providing updated expectations for Q4 reported revenue growth guidance originally provided on October 30, 2024. Note: Organic revenue growth is a non-GAAP financial measure. See Appendix for non-GAAP definitions and reconciliations.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0fdf050a-448c-46a6-a925-839f16a5ea56",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.45,
        "x": 0.038,
        "y": 0.87
      },
      "kind": "legend",
      "text": "Reported Revenue; Reported Revenue Growth Y/Y; Organic Revenue Growth Y/Y",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7fd11b8d-054a-4989-b56c-165550f33016",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Total revenue: $1,134",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-880c-7577-862e-a6e62c105bf9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.2,
        "x": 0.038,
        "y": 0.16
      },
      "kind": "subtitle",
      "text": "Total revenue ($ in millions)",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "67f8e4c1-ba99-4148-b4d2-4736ea53ced9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.47,
        "x": 0.038,
        "y": 0.085
      },
      "kind": "title",
      "text": "Stabilizing and Recently Accelerated Revenue Growth",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2fa686be-b9d9-4511-8ff7-74ccc8e65260",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 40,
      "from": 23,
      "beatId": "e05c5897-9287-4070-8469-56eb8a2d7da9",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "The presentation outlines Twilio's growth levers and innovation engine, including its focus on CXaaS and AI",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 144,
      "from": 6,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "f442a98a-db79-49e4-82f7-5f38d60d34c2",
      "evidence": "The presentation builds a logical chain of argumentation, connecting Twilio's vision to its growth levers and financial performance",
      "position": 0,
      "objective": "How Twilio's vision and strategy drive growth and profitability",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.8,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    },
    {
      "to": 144,
      "from": 6,
      "name": "Golden Circle",
      "slug": "11-golden-circle",
      "bestFor": "Visionary leadership, brand positioning, mission statements",
      "matchId": "0808319e-55ef-4a26-ab10-82444d9d7ce7",
      "evidence": "The presentation uses the golden circle framework to explain Twilio's approach and value proposition",
      "position": 1,
      "objective": "Why Twilio's approach is unique and effective",
      "structure": "The Why (Belief) -> The How (Process) -> The What (Result)",
      "confidence": 0.7,
      "description": "Invert the typical pitch by starting with why you exist, rather than what you do"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}