NYSE:TWLOIT
Twilio (TWLO) Is Up 35.8% After Profitable Q1 And AI Pivot – Has The Bull Case Changed?
Twilio Inc. recently reported first-quarter 2026 results, with sales of US$1,406.91 million and net income of US$90.14 million, and has been expanding its share repurchase program while launching new AI-powered conversation and customer engagement products.
The company’s transition toward higher-margin AI-driven software infrastructure, reflected in improving dollar-based net expansion and a growing Voice AI business, is reshaping how it positions itself as a core layer for automated,...