I don't think AI is per se coming for the workforce. I mean, I I think frankly it's going to be tremendously additive to the workforce. Like, you know, I've got a kid in college.I've got one that's about to go. I actually think what's about to happen here is is that over the next 5 to seven years, you're going to have a whole slew of college graduates who are AI natives who are going to add so much more interesting and intellectual capacity to the workforce that I actually think workforces could potentially ...

Core Insights - Twilio reported a record fourth quarter with $1.4 billion in revenue and achieved its first full-year of GAAP profitability, generating $5.1 billion in revenue for the year [3][4][7] Financial Performance - Q4 revenue rose 14% year-over-year on a reported basis and 12% organically, while full-year revenue grew 14% reported and 13% organically [2] - Twilio generated $158 million in GAAP income from operations for the full year, including $57 million in Q4 [2] - Non-GAAP gross profit for Q4 was $682 million, with a non-GAAP gross margin of 49.9%, down 200 basis points year-over-year [13] - Non-GAAP operating margin in Q4 was 18.7%, up 220 basis points year-over-year, attributed to cost discipline [14] Voice and Product Momentum - Voice revenue growth accelerated to the high teens in Q4, with voice AI revenue growing above 60% year-over-year [1][6] - Branded Calling revenue surged roughly 6x year-over-year in Q4, while RCS volume grew approximately 5x quarter-over-quarter [8] - Software add-on revenue, led by Verify, grew over 20% year-over-year [8] Customer Engagement and Sales Channels - Twilio's self-serve revenue grew 28% year-over-year in Q4, and ISV revenue grew 26% [9][10] - The number of large deals of $500,000 or more increased 36% year-over-year in Q4 [11] - Multi-product customer count grew 26% year-over-year in Q4, indicating a shift from product selling to solution selling [12] Guidance and Future Outlook - For Q1, Twilio guided revenue of $1.335 billion to $1.345 billion, representing 14% to 15% reported growth [16] - For 2026, Twilio guided to 11.5% to 12.5% reported revenue growth and 8% to 9% organic growth, with an expected non-GAAP operating income of $1.04 billion to $1.06 billion [17][18] - Looking beyond 2026, Twilio set a target of at least $1.23 billion in non-GAAP operating income for 2027 [19]

RT zerohedge (@zerohedge)After Hours:AMAT +10%...big revs guide above on March qtr and “expect to grow our semiconductor equipment business over 20 percent this calendar year”ABNB +1%...Solid beat and C26 " year-over-year revenue growth to accelerate to at least low double digits”ANET +8%...Solid 1Q guide (4Q Revs +29% y/y, GMs 63.4%)CART +13%...1Q EBITDA and GTV guide ahead of consTWLO -8%...beat/guide aboveROKU +12%...4Q Revs inline, 1Q/FY26 EBITDA guided aboveEXPE -3%...4Q GBs/EBITDA beat but 1Q GBs guid ...

Earning season is still rolling on even though we've heard from most of the mag seven except Nvidia and this week a lot of key companies still to come including some in travel including hotels and we're also going to hear from those uh software companies what is actually going on there. Is this a buying opportunity in some of these. We will see.but I'm going to be talking about several of them on this video. So, let's take a look. Okay, the first one out of the gate I wanted to look at was Apploving.Uh, as ...

Twilio co-founder’s fusion power startup raises $450M from Bessemer and Alphabet’s GV https://t.co/Mw570eZcw7 ...

Inertia Enterprises has raised $450 million to build one of the world’s most powerful lasers, which it hopes will serve as the foundation of a grid-scale power plant the fusion startup intends to start construction on in 2030. Inertia Enterprises is building on technology developed at the Lawrence Livermore National Laboratory’s National Ignition Facility. The NIF is the site of the world’s only controlled fusion reactions that have reached scientific breakeven, in which the reaction releases more energy ...

软件板块正经历一场惨烈的抛售，这不仅仅是市场情绪的波动，而是一场关于行业终局的深度重估。 据追风交易台，瑞银在2月4日发布的重磅研报中指出：投资者现在不应急于"接飞刀"，而应保持耐心。 核心逻辑在于，AI技术进步的加速度（如Gemini 3、Claude 4.5及OpenAI的潜在发布）正在从根本上 冲击传统的SaaS商业模式。虽然市场早已预期AI会带来变革，但现在的现实是，变革速度快于预期， 而软件公司的收入增长曲线却迟迟未见上扬。 对投资者而言，这意味着SaaS及应用软件类股票的"终端价值"风险正在急剧上升。瑞银明确指出，短期 内应避开那些基于"席位"定价的应用软件公司，因为它们正处于AI颠覆的风暴眼中。如果投资者仍想 在科技领域寻找机会，瑞银建议将目光转向基础设施、数据和网络安全领域（如微软、Snowflake、 Datadog、Okta等）。这些领域虽然也随大盘下跌，但其客户支出趋势更为健康，且受AI直接替代的风 险较低。简而言之，现在的策略是：对应用软件保持观望，对基础设施择机吸纳。 增长幻觉破灭：不只是AI恐惧，更是周期性衰退 市场习惯将软件股的暴跌完全归咎于对AI颠覆的恐慌，但这掩盖了更残酷的基 ...

有时，你或许正手握热门产品而不自知，直到市场需求显现。 在最初以数字化名片形式推出，并同时作为销售团队的潜在客户捕获工具之后，总部位于阿拉巴马州伯明翰的 Linq 经历了数次转型，最终在去年 确定了一个方向：帮助企业通过从 SMS （短信）升级到 iMessage 和 RCS ，从而更好地与他们的客户沟通。 目前，苹果公司已经通过其 "Messages for Business" 服务允许企业这样做，而 Twilio 则通过帮助企业向其客户发送短信，建立了一项价值 182.6 亿 美元的业务。但是，用户总能分辨出自己何时在与企业对话——短信显示为灰色气泡，品牌标识也通常非常明显。 Linq 的客户希望有能力向其客户发送 " 蓝色气泡 " 信息，而非绿色或灰色的，以便为他们的沟通增添一份真实感。 这家由前 Shipt 高管 Elliott Potter （首席执行官）、 Patrick Sullivan （首席技术官）和 Jared Mattsson （总裁）联合创立的初创公司采纳了该反 馈，并于 2025 年 2 月推出了一个 API ，允许企业在 iMessage 内部原生地向客户发送消息，充分利用苹果平台 ...

Core Viewpoint - ServiceNow, Shopify, and Twilio are highlighted as standout stocks in a struggling sector, but there are concerns that it may be premature to invest in them [1] Group 1: Company Analysis - ServiceNow is recognized for its strong performance and potential growth despite the current market challenges [1] - Shopify is noted for its resilience and ability to adapt, making it a candidate for investment consideration [1] - Twilio is mentioned as a stock that could benefit from future market recovery, although caution is advised regarding immediate investment [1]

Core Insights - Linq, a startup based in Birmingham, Alabama, has transitioned from a digital business card service to enhancing business communication by upgrading from SMS to iMessage and RCS [1][2] - The company launched an API in February 2025 that allows businesses to send messages natively within iMessage, utilizing features like group chats and emojis, resulting in a doubling of its annual recurring revenue within eight months [3] - The rise of AI agents, particularly an AI assistant called Poke, prompted Linq to consider expanding its market by providing infrastructure for AI companies to integrate their chatbots and assistants into messaging platforms [4][6] Company Developments - Linq was founded by former Shipt executives and has pivoted multiple times to find its product-market fit [3] - The company received significant interest from AI companies after the viral launch of Poke, leading to a strategic decision on whether to continue serving B2B clients or to pivot towards becoming an infrastructure provider for the AI market [6][7] - Linq aims to balance its existing B2B customer base while exploring opportunities in the AI messaging infrastructure space [7]