Twilio (TWLO) analysis: accelerating growth, improving margins, and AI Voice upside—but 38x 2026E and low-margin mix make it ...

The Twilio dip looks compelling if you look at year-to-date gains, but the valuation is excessive.

Twilio CEO Khozema Shipchandler joins 'Squawk on the Street' to discuss the company's success amid the software downturn, how the company benefits from agentic AI and much more. Got a confidential ...

Twilio CEO Khozema Shipchandler joins 'Squawk on the Street' to discuss the company's success amid the software downturn, how the company benefits from agentic AI and much more. Woman is the only ...

Google released the Genkit Agents API in preview for TypeScript and Go. The open-source framework packages message history, ...

OpenAI API costs can spiral when agents run wild. Here's how to set spend limits, enable hard caps, and avoid surprise AI ...

MotherDuck is launching Flights, an agent-native data pipeline that enables users to choose the MCP server and AI agent of their choice to build and deploy data pipelines in minutes using a flexible, ...

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Twilio is initiating guidance for the first quarter ending March 31, 2025. For fiscal year 2025, Twilio is reiterating the financial targets announced at its investor day on January 23, 2025, ...