tech

May 1, 2026

Twilio's second act is all about AI, and investors are buying it

Twilio's stock surged Thursday as the company's AI strategy pays off. Previously, activist investors demanded cost cuts amid growth challenges.

Twilio's second act is all about AI, and investors are buying it

TL;DR

  • Twilio's stock soared by over 19% after a strong earnings report, reaching a four-year high.
  • The company's revenue grew 20% year over year, its fastest growth in three years.
  • Twilio's AI and data integration strategy, led by CEO Khozema Shipchandler, is credited for the turnaround.
  • The company decided to keep its unprofitable Segment business, integrating it with AI to improve customer engagement.
  • Twilio sees significant opportunity in AI agents, with projections suggesting it could power millions by 2029.
  • Internal use of AI tools has led to a 15% productivity boost for Twilio employees.
  • Twilio is focusing on top products for higher ROI and has refreshed its leadership team.

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