Twilio.
US technology company
- Reports this week
- 5
- Active events
- 5
- Connections
- 116
What's happening
Active this week
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Twilio surveyed market trends in the Philippines.Some support1 report
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Both Palantir and SoundHound are facing market headwinds despite the overall growth in AI, while Twilio is successfully leveraging market trends.Some support2 reports1 development inside
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Poor AI memory is driving consumer frustration and brand abandonment among Asia-Pacific users.Some support1 report
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Twilio is bringing platform capabilities to Latin America to augment relationships and create demand.Some support2 reports
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Investors compared the market positioning and growth profiles of ServiceNow, Salesforce, and Twilio.Some support1 report
Earlier this month
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Lendi Group operates trusted home lending brands.Some support1 report2 developments inside
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Aussie, a brand associated with Lendi Group, uses the Twilio platform for its communications.Some support1 report
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Twilio provides services across the US and internationally.Some support1 report1 development inside
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Twilio and Bit Digital, two technology companies, are currently under review regarding share price volatility compared to the S&P 500 market index.Some support2 reports
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FiscalNote and Twilio are both technology companies currently facing market scrutiny.Some support1 report
One to three months ago
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JPMorgan and Accenture provide market guidance while IngenID deploys its connector natively on Twilio.Some support1 report
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RCS launch enables branded, verified messages and influences Twilio's market leadership following Apple's rollout.Some support2 reports2 developments inside
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A redesigned platform is successfully driving user adoption and conversion, leading to increased messaging revenue growth through RCS.Some support1 report
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Khozema Shipchandler became CEO of Twilio, having started his career at General Electric and graduated from Indiana University Bloomington.Well supported3 reports1 development inside
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Market rotation discussed and analyst firm raised price targets following earnings report for companies including DigitalOcean, Twilio, and Stifel.Some support1 report
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Palantir Technologies and Twilio benefit from positive investor sentiment toward software stocks.Some support1 report
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Twilio unveiled a revamped platform at the SIGNAL event.Some support3 reports
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Invest and Twilio are noted for their growth fueled by AI-focused communications tools.Some support1 report1 development inside
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Benzinga reports on Twilio's financial data.Some support1 report
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Morgan Stanley restated its rating and target price, while TD Cowen lifted its target price on Twilio shares.Some support3 reports
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Boost and Twilio partnered to expand RCS Business Messaging services, leveraging the infrastructure of a leading telecommunications operator in France.Some support2 reports
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Twilio may benefit from Trump-era tariffs, while Stifel reiterated a Hold rating and Verizon's messaging rates impacted margins.Some support2 reports
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Twilio made required institutional filings with the SEC on June 17, 2026.Some support3 reports
Gone quiet
No new reports in 90+ days-
Initiated coverage with a 'Buy' rating for Twilio stock, while market investors awaited definitive feedback from the FED and digested mixed earnings reports from Target.Some support4 reports1 development inside
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MarketBeat reports average rating and target price for Twilio; Morgan Stanley reissued an overweight rating, and Director Andrew Stafman sold shares.Some support1 report
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Fifth Third Bancorp raised its stake in Twilio by 339.6% during the fourth quarter of the year.Some support1 report
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Bank of America reiterated a Buy rating on Twilio, citing its turnaround potential, while Viggiano serves as CFO.Some support2 reports
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BofA maintains a Buy rating on Datadog, while Ikeda comments on Twilio's AI momentum and provides an outlook on Datadog stock.Some support1 report
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An integration involving Twilio, PayJunction, IVR, and Zapier enables AI-driven voice payments and integrated workflows for merchant automation.Speculative2 reports
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Twilio is based in San Francisco.Some support3 reports
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Twilio integrated OpenAI's Realtime API for Conversational AI, while RingCentral utilizes proprietary models in the communications space.Speculative1 report
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Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Twilio.Some support1 report
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Palantir, OpenAI, and Google are leading AI companies, while Twilio and its Flex contact center technology are being benchmarked against these giants.Some support3 reports1 development inside
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Twilio underwent restructuring led by Jeff Lawson, integrating AI voice models into its stack and expanding customer use of Verify authentication features.Speculative1 report
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Twilio, Bandwidth Inc., and Maestro are noted as major CPaaS market players focusing on AI-powered communication products.Speculative1 report
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Scotiabank questioned Twilio's outlook regarding the adoption of AI-driven voice technology.Speculative2 reports
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Twilio was categorized within the Internet - Software industry by Zacks.Speculative1 report
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Positive ESP metrics signal potential earnings surprises for CyberArk and Twilio.Some support1 report
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Twilio and Badger Meter reported positive Earnings ESP metrics on July 11, 2025.Some support1 report
-
Twilio stock lagged the S&P 500 daily gain on July 11, 2025, while its performance was compared to the sector gain.Some support2 reports
-
Twilio announced advanced product capabilities, including next-generation orchestration and event-triggered journeys, to help businesses manage customer experiences.Some support1 report
-
Stock gains for Global X Cloud Computing ETF were driven by platform capabilities of Twilio.Some support1 report
-
Piper Sandler reiterated an 'Overweight' rating on Twilio on July 17, 2025.Some support2 reports
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Twilio is offering RCS for business messaging, ensuring reliable delivery through SMS fallback.Some support1 report1 development inside
-
Fresha upgraded from traditional SMS to RCS messaging, utilizing Twilio's API and Google's infrastructure to enhance communication.Some support1 report
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Twilio was recognized as a Leader in the Gartner Magic Quadrant, and several companies rely on its products for customer experiences.Some support1 report
-
Key players compete in the A2P messaging market, including Infobip, Sinch, and Twilio, driven by substantial mobile subscriber base growth.Some support2 reports
-
The SaaS sector showed a rebound following the probability of interest rate cuts, affecting companies including Cloudflare, Amplitude, and Twilio.Some support1 report
-
Jefferies analysts commented on Twilio's AI status on August 8, 2025.Some support2 reports
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Jeff Lawson is the CEO of Twilio, and Twilio was founded by him.Some support1 report
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Zacks Investment Research published stock analysis reports on August 8, 2025.Some support1 report
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Microsoft and Twilio announce a strategic partnership to enhance their capabilities in conversational AI.Some support1 report
-
The SaaS sector rebounded after the release of the U.S. jobs report, involving the FED and Twilio.Some support3 reports
-
Analyst raised price target for Twilio, citing potential benefits from Trump-era tariffs and Q2 results.Some support2 reports
-
Twilio acquired SendGrid to expand its reach, and its platform now supports app functions for Lyft and Airbnb.Some support1 report
-
IBM is among Twilio's active customers.Some support1 report
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Morgan Stanley questioned Twilio regarding its ISV traction, involving Twilio's Chief Revenue Officer, Thomas Wyatt.Some support1 report
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Strategic alliances with AI leaders strengthen positioning, involving OpenAI, Twilio, and Amazon.Some support1 report1 development inside
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Twilio is set to replace Amedisys in the S&P MidCap 400 index following UnitedHealth Group's acquisition of Amedisys.Some support1 report
-
Both Campbell and Twilio were noted as profitable companies under scrutiny in August 2025.Some support2 reports
No events began in the chosen period. Widen it, or reset.
Around Twilio this week
News at the entities that move Twilio most-
Morgan Stanley OperationalFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Twilio
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Microsoft OperationalNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Twilio
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Fifth Third Bancorp TransactionalFifth Third Bancorp increased its stake in Crescent Energy Company on June 17, 2026.Moves Twilio
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Salesforce OperationalFisher & Paykel discussed AI strategy at a Salesforce conference, reflecting broader shifts in New Zealand enterprises.Moves Twilio
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Twilio
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MarketBeat Mentioned togetherApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Twilio
Connections
The 36 strongest of 116, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Jeff Lawson Structural
Jeff Lawson is the founder and current CEO of Twilio.
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Viggiano Structural
Viggiano holds the executive role of Chief Financial Officer at Twilio.
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Microsoft Operational
Microsoft and Twilio maintain a strategic partnership focused on integrating Twilio's platform with Microsoft Azure AI for conversational AI solutions.
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Fifth Third Bancorp Transactional
Fifth Third Bancorp significantly increased its financial stake in Twilio by 339.6% during the fourth quarter.
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Rich Communication Services Operational
Twilio actively integrates Rich Communication Services into its offerings, and RCS adoption drives Twilio's messaging revenue and market leadership.
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Salesforce Operational
The two companies are direct competitors, with investors closely monitoring their market positioning and growth profiles.
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Morgan Stanley Operational
Morgan Stanley actively tracks, rates, and questions Twilio's performance through analyst reports and ratings.
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SendGrid Structural
Twilio acquired SendGrid, establishing SendGrid as a subsidiary.
Show all 36 connections
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SEC Structural
Twilio is subject to mandatory institutional filing requirements imposed by the SEC.
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Palantir Technologies Operational
Both companies actively compete in the AI software market, vying for market share against each other.
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OpenAI Operational
OpenAI and Twilio maintain an operational relationship characterized by both strategic alliances and market competition.
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Slack Structural
Twilio uses Slack as a tool for internal communication.
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Verify Structural
Verify is integrated into Twilio's platform as a high-margin software offering for shared customers.
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Console Operational
The technology platform functions as a critical driver for user adoption and conversion within the company's business model.
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Teradata Operational
The two companies are competitors who share market benefits from macroeconomic shifts.
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Stifel Operational
Stifel provides financial ratings and analysis on Twilio stock, actively influencing its market perception.
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Latin America Shared context
Twilio operates as a platform provider whose market entry and successful rollouts influence the economic landscape of Latin America.
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MarketBeat Mentioned together
MarketBeat provides analyst ratings and price targets regarding Twilio.
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Bank of America Mentioned together
Bank of America expresses bullish sentiment regarding Twilio's turnaround, often alongside general market commentary.
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Internet (web browser) Shared context
Twilio operates within the Internet - Software industry sector.
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SIGNAL Shared context
Twilio utilized SIGNAL as a platform or technology to launch new features and platforms.
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Benzinga Mentioned together
Benzinga reports and disseminates financial data regarding Twilio's performance.
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TD Cowen Mentioned together
TD Cowen provides financial research and target price analysis for Twilio shares.
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Gartner Mentioned together
Gartner produces market research and evaluations, such as the Magic Quadrant, that profile Twilio's market standing.
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Nvidia Mentioned together
Twilio is compared to Nvidia regarding past growth metrics.
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HSBC Mentioned together
The entities are mentioned in articles discussing market influences, competitive landscapes, and stock performance.
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Goldman Sachs Mentioned together
Goldman Sachs cited a $300 price target for Twilio.
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FiscalNote Mentioned together
Both companies are co-mentioned as technology companies facing market scrutiny.
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Braze Mentioned together
Both Braze and Twilio are described as technology companies.
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FED Mentioned together
The FED's monetary policy and feedback are cited as a key factor influencing the market environment and growth prospects for tech companies like Twilio.
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Philippines Shared context
Twilio operates within the market and regulatory context of the Philippines.
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KGI Securities Mentioned together
KGI Securities initiated coverage of Twilio's stock shares.
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Koji Ikeda Mentioned together
Koji Ikeda provided a Buy rating on Twilio.
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DigitalOcean Mentioned together
The entities are co-mentioned in the context of market rotation and stock movements.
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Ikeda Mentioned together
Ikeda has commented on Twilio's AI momentum.
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Piper Sandler Companies Mentioned together
Piper Sandler and Twilio are co-mentioned in the context of financial market coverage and analyst activity.
History
Events by the month they beganSeptember 2026
8 events- Twilio surveyed market trends in the Philippines.
- Poor AI memory is driving consumer frustration and brand abandonment among Asia-Pacific users.
- Twilio is bringing platform capabilities to Latin America to augment relationships and create demand.
- Investors compared the market positioning and growth profiles of ServiceNow, Salesforce, and Twilio.
- Lendi Group operates trusted home lending brands.
- Aussie, a brand associated with Lendi Group, uses the Twilio platform for its communications.
- Twilio and Bit Digital, two technology companies, are currently under review regarding share price volatility compared to the S&P 500 market index.
- FiscalNote and Twilio are both technology companies currently facing market scrutiny.
August 2026
7 events- Both Palantir and SoundHound are facing market headwinds despite the overall growth in AI, while Twilio is successfully leveraging market trends.
- JPMorgan and Accenture provide market guidance while IngenID deploys its connector natively on Twilio.
- A redesigned platform is successfully driving user adoption and conversion, leading to increased messaging revenue growth through RCS.
- Market rotation discussed and analyst firm raised price targets following earnings report for companies including DigitalOcean, Twilio, and Stifel.
- Palantir Technologies and Twilio benefit from positive investor sentiment toward software stocks.
- Twilio unveiled a revamped platform at the SIGNAL event.
- Benzinga reports on Twilio's financial data.
July 2026
1 eventShow 1 earlier month
June 2026
44 events- Twilio provides services across the US and internationally.
- RCS launch enables branded, verified messages and influences Twilio's market leadership following Apple's rollout.
- Khozema Shipchandler became CEO of Twilio, having started his career at General Electric and graduated from Indiana University Bloomington.
- Invest and Twilio are noted for their growth fueled by AI-focused communications tools.
- Boost and Twilio partnered to expand RCS Business Messaging services, leveraging the infrastructure of a leading telecommunications operator in France.
- Twilio may benefit from Trump-era tariffs, while Stifel reiterated a Hold rating and Verizon's messaging rates impacted margins.
- Twilio made required institutional filings with the SEC on June 17, 2026.
- Initiated coverage with a 'Buy' rating for Twilio stock, while market investors awaited definitive feedback from the FED and digested mixed earnings reports from Target.
- MarketBeat reports average rating and target price for Twilio; Morgan Stanley reissued an overweight rating, and Director Andrew Stafman sold shares.
- Fifth Third Bancorp raised its stake in Twilio by 339.6% during the fourth quarter of the year.
- Bank of America reiterated a Buy rating on Twilio, citing its turnaround potential, while Viggiano serves as CFO.
- BofA maintains a Buy rating on Datadog, while Ikeda comments on Twilio's AI momentum and provides an outlook on Datadog stock.
- An integration involving Twilio, PayJunction, IVR, and Zapier enables AI-driven voice payments and integrated workflows for merchant automation.
- Twilio is based in San Francisco.
- Twilio integrated OpenAI's Realtime API for Conversational AI, while RingCentral utilizes proprietary models in the communications space.
- Trump's pledge to unleash oil and gas is reported to benefit stocks, involving Twilio.
- Palantir, OpenAI, and Google are leading AI companies, while Twilio and its Flex contact center technology are being benchmarked against these giants.
- Twilio underwent restructuring led by Jeff Lawson, integrating AI voice models into its stack and expanding customer use of Verify authentication features.
- Twilio, Bandwidth Inc., and Maestro are noted as major CPaaS market players focusing on AI-powered communication products.
- Scotiabank questioned Twilio's outlook regarding the adoption of AI-driven voice technology.
- Twilio was categorized within the Internet - Software industry by Zacks.
- Positive ESP metrics signal potential earnings surprises for CyberArk and Twilio.
- Twilio and Badger Meter reported positive Earnings ESP metrics on July 11, 2025.
- Twilio stock lagged the S&P 500 daily gain on July 11, 2025, while its performance was compared to the sector gain.
- Twilio announced advanced product capabilities, including next-generation orchestration and event-triggered journeys, to help businesses manage customer experiences.
- Stock gains for Global X Cloud Computing ETF were driven by platform capabilities of Twilio.
- Piper Sandler reiterated an 'Overweight' rating on Twilio on July 17, 2025.
- Twilio is offering RCS for business messaging, ensuring reliable delivery through SMS fallback.
- Fresha upgraded from traditional SMS to RCS messaging, utilizing Twilio's API and Google's infrastructure to enhance communication.
- Twilio was recognized as a Leader in the Gartner Magic Quadrant, and several companies rely on its products for customer experiences.
- Key players compete in the A2P messaging market, including Infobip, Sinch, and Twilio, driven by substantial mobile subscriber base growth.
- The SaaS sector showed a rebound following the probability of interest rate cuts, affecting companies including Cloudflare, Amplitude, and Twilio.
- Jefferies analysts commented on Twilio's AI status on August 8, 2025.
- Jeff Lawson is the CEO of Twilio, and Twilio was founded by him.
- Zacks Investment Research published stock analysis reports on August 8, 2025.
- Microsoft and Twilio announce a strategic partnership to enhance their capabilities in conversational AI.
- The SaaS sector rebounded after the release of the U.S. jobs report, involving the FED and Twilio.
- Analyst raised price target for Twilio, citing potential benefits from Trump-era tariffs and Q2 results.
- Twilio acquired SendGrid to expand its reach, and its platform now supports app functions for Lyft and Airbnb.
- IBM is among Twilio's active customers.
- Morgan Stanley questioned Twilio regarding its ISV traction, involving Twilio's Chief Revenue Officer, Thomas Wyatt.
- Strategic alliances with AI leaders strengthen positioning, involving OpenAI, Twilio, and Amazon.
- Twilio is set to replace Amedisys in the S&P MidCap 400 index following UnitedHealth Group's acquisition of Amedisys.
- Both Campbell and Twilio were noted as profitable companies under scrutiny in August 2025.