Twilio is delivering strong double-digit revenue growth, driven by robust enterprise cloud adoption and improving net retention rates, now at 109%. TWLO is strategically transitioning to an AI-native customer engagement platform, targeting the fast-growing agentic AI market for accelerated future growth. Non-GAAP operating income is surging at rates of 20%+ annually, and growing net retention, ...
In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, investors have only limited and indirect access to this sector.
Twilio outperformed against all the 3 catalysts that I was tracking in its Q3 FY25 earnings, with revenue growth accelerating to 15% YoY and non-GAAP margins anchored at 18%. Twilio also raised full-year FY25 guidance to 12.5% revenue growth and 18% non-GAAP operating margin, signaling strong business momentum. Product innovation in Conversational AI, branded communication, and cross-sell add-o...
Palantir stock has been a top performer on the market this year, but it has been under pressure lately. Investors seeking an alternative way to capitalize on the AI software boom should consider Twilio.
SAN FRANCISCO--(BUSINESS WIRE)--Twilio (NYSE: TWLO), the customer engagement platform that drives real-time, personalized experiences for today's leading brands, today announced that Vice President of Product for Voice & Video Andy O'Dower will participate in a fireside chat at the UBS Global Technology and AI Conference on Wednesday, December 3, 2025 at 1:15 p.m. (PT) / 4:15 p.m. (ET). A live ...
The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale.
Kostenlos registrieren
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.