Story thread · 6 reports / 5 sources
Why Twilio Sees More AI Upside Ahead
bloomberg.com · 4d
How the coverage leans
Across 5 sources · syndicated copies counted once
Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business. He joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
First report: Investors brace for Veeco earnings as AI momentum meets reality — investing.com, 6d
The coverage
- Twilio Stock Surges 31% On Earnings Beat As AI Tools Gain Traction
finance.yahoo.com · 4d
- Twilio’s stock jumps on solid earnings and revenue beat and strong momentum in voice AI
siliconangle.com · 4d
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