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Twilio Inc.

TWLO · NYSE

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Symbol: TWLO
Type: Stock
Sector: Technology
Industry: Computer Software: Prepackaged Software
Country: North America
Exchange: NYSE

Twilio (NYSE: TWLO) is the infrastructure for customer engagement in the AI era. By combining global communications, memory, and AI orchestration with identity, governance, and observability, Twilio enables businesses to deliver continuous, contextual, personal, and secure conversations across every channel and participant-human or AI. Across 180+ countries, hundreds of thousands of the most innovative companies-from the Fortune 500 to startups-and millions of developers, rely on Twilio's global platform across messaging, voice, email, and beyond, to power trusted customer experiences that drive real results.

Key Issues

Bullish view

Simply Wall St cites growing voice-AI momentum and a stronger outlook for profitable growth as reasons for raising its analyst target. FY2025 net income also improves to approximately breakeven from a $0.1 billion loss in FY2024.

Bearish view

The supplied evidence provides no quantified voice-AI revenue, adoption, margin, or earnings contribution. Net income is only approximately $0.0 billion, so the durability of profitable growth remains unproven.