Key Takeaways Twilio's AI-powered tools and customer data platform are driving superior growth and returns. TWLO's Q1 2025 EPS up 42.5% on 12% revenue growth, aided by cost control and efficiency gains. Bandwidth faces growth risks with high debt and heavy reliance on Enterprise Voice offerings.Twilio Inc. (TWLO) and Bandwidth Inc. (BAND) are two major names in the U.S. Communications Platform as a Service (CPaaS) market. Both help businesses and developers build apps for messaging, voice and emergency se ...

Key Takeaways TWLO jumped nearly 19% in a month, outperforming its peers and the broader Internet Software industry. Twilio's AI-driven tools, API-first model and strong customer data platform drive its growth momentum. TWLO's rising EPS, expanding customer base and $2B buyback plan reinforce its long-term investment appeal.Twilio Inc. (TWLO) has delivered a solid 18.8% gain over the past month. This performance easily beats the Zacks Internet Software industry, which rose 15.8% in the same period.The sto ...