Ranking among the top cloud communications company, Twilio Inc (NYSE:TWLO) — which specializes in programmable tools across various mediums — truly saw its heyday during the COVID-19 crisis. Prior to the pandemic, modern tech users saw Twilio's platform as nice-to-have software. However, the rapid paradigm shift converted that interest into critical national infrastructure, thus leading to a positive repricing of TWLO stock.With the pandemic fading into the background, however, several enterprises that bene ...

As part of the partnership, Twilio's customer engagementtechnology will be implemented by the LA Kings, enabling next-level fan communication before, during, and after games. Additionally, the LA Kings and Twilio will collaborate on custom content throughout the season showcasing the company's technology offerings in action. Twilio will also leverage the away helmet exposure across the country, hosting away-game events and hospitality experiences in select markets. The away helmet placement ensures Twilio's ...

Businesses strive to raise the bar for customer experience (CX) as a way to boost customer loyalty and gain a strong competitive advantage. The emergence of generative AI and agentic AI is opening up new ways to enhance CX by enabling faster resolution and personalised experiences. Many vendors have introduced platforms to allow enterprises to adopt AI more rapidly through a simplified user interface. Twilio is one of the vendors that has moved in this direction. The company started as a provider of commun ...

We came across a bullish thesis on Twilio Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on TWLO. Twilio Inc.'s share was trading at $129.77 as of December 2nd. TWLO’s trailing and forward P/E were 316.32 and 23.75 respectively according to Yahoo Finance. Dean Drobot/Shutterstock.com Twilio Inc., together with its subsidiaries, offers customer engagement platform solutions in the United States and internationally. TWLO has emerged from a prolonged period of tr ...

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Summary of Twilio Conference Call Company Overview - **Company**: Twilio - **Industry**: Cloud Communications, specifically focusing on Voice and Video services Key Points and Arguments Voice Product Evolution - Twilio's Voice API was launched approximately 15 years ago, and the company has seen significant growth in this area, particularly due to advancements in AI technologies [9][11][12] - The emergence of AI, including advancements in speech recognition and generative AI, has created new opportunities for Twilio's Voice services [11][12] - Twilio's Programmable Voice product is designed to interface seamlessly with AI, allowing businesses to automate customer interactions effectively [12][14] Market Demand and Use Cases - There is a growing demand for Voice AI solutions, particularly in sectors like healthcare, retail, and financial services, where voice communication remains essential [30][31] - Common use cases include automating routine inquiries such as appointment scheduling and package status updates, which are traditionally handled by human agents [19][20][21] - Twilio is seeing a shift in operational expenditures (OPEX) as businesses look to reduce costs associated with traditional contact centers [19] Competitive Landscape - Twilio competes with traditional contact center players, other CPaaS providers, and emerging AI startups [22][23] - The company differentiates itself through its robust API offerings, global connectivity, and the ability to integrate various communication channels [24][27][28] - Twilio's modular approach allows customers to select the best solutions for their needs without being locked into a single provider [51][52] Financial Performance - Voice currently contributes approximately 12% of Twilio's revenue, with expectations for growth driven by AI integration [42][39] - The company has seen a reacceleration in Voice revenue growth, attributed to both traditional customers and new AI-driven use cases [43][44] - Voice AI is expected to become a more significant contributor to revenue as enterprises begin to adopt these technologies more widely [45][46] Components of Voice AI Deals - Key components of a Voice AI deal include Voice APIs, Conversation Relay, and Conversational Intelligence, which enhance the functionality and effectiveness of voice interactions [46][47][48] - These components allow for features such as call recording, transcription, and sentiment analysis, which can improve customer interactions and operational efficiency [50][61] Gross Margin and Upsell Opportunities - Voice AI deals typically have higher average deal sizes compared to traditional SMS deals due to the added software components [59][62] - The integration of software products like Conversation Relay and Conversational Intelligence contributes to higher gross margins for Twilio [62] Additional Insights - Twilio is focused on enabling enterprises to adopt Voice AI in a phased manner, allowing for testing and gradual scaling of AI solutions [35][36] - The company emphasizes the importance of providing a seamless customer experience across multiple communication channels, including voice, SMS, and email [27][28][58] This summary captures the essential insights from the Twilio conference call, highlighting the company's strategic focus on Voice AI, market opportunities, competitive advantages, and financial performance.

Right, let's hit a new move from the committee. Joe, you just bought Twilio. Tell us about it.>> I think the theme here is we're going old school as Josh mentioned. This is a name that we talked about quite a bit in 2018 through 2021. For the viewers, you remember I was advocating for it.I owned it and it had a significant runup during the co period only to really fall on a period where you saw significant revenue growth decline. The company was growing its revenue 50 60 70% during that period. But what the ...

Right, let's hit a new move from the committee. Joe, you just bought Twilio. Tell us about it.>> I think the theme here is we're going old school as Josh mentioned. This is a name that we talked about quite a bit in 2018 through 2021. For the viewers, you remember I was advocating for it.I owned it and it had a significant runup during the co period only to really fall on a period where you saw significant revenue growth decline. The company was growing its revenue 50 60 70% during that period. But what the ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Twilio (TWLO) .Twilio currently has an average brokerage recommen ...

Dec 1, 2025 4:05 PM Eastern Standard Time Today's leading companies trust Twilio's Customer Engagement Platform (CEP) to build direct, personalized relationships with their customers everywhere in the world. Twilio enables companies to use communications and data to add intelligence and security to every step of the customer journey, from sales to marketing to growth, customer service and many more engagement use cases in a flexible, programmatic way. Across 180 countries and territories, millions of develo ...