Twilio Beats Wall Street Estimates, Raises Guidance as Voice AI Takes Off
Twilio beats expectations with strong Q2 growth, boosted by Voice AI demand, higher customer spending, and raised full-year forecasts.
Twilio beats expectations with strong Q2 growth, boosted by Voice AI demand, higher customer spending, and raised full-year forecasts.
Strong AI momentum and growth metrics highlighted.
Twilio grew fast in Q1: $1.41B revenue (+20%), higher profits, raised outlook; AI tools boost demand; stock jumped ~20%.
Bank of America upgraded Twilio to Buy, raised target to $190, citing AI growth, strong cash flow, and rising demand.
Jefferies upgraded Twilio to Buy, seeing big potential in its Voice AI, which could boost growth and profits over the coming years.
Twilio shares jumped 10% in premarket trading after reporting 15% revenue growth and raising 2025 guidance. The customer engagement platform sees strength across all customer segments.