Why Twilio Sees More AI Upside Ahead

Bloomberg Technology Friday 07 August 2026, 17:04 UTC 1 min read

Key Points

Aug 7th, 2026 Why Twilio Sees More AI Upside Ahead Twilio shares surged after the cloud communications company beat expectations and delivered record profitability and free cash flow. CEO Khozema Shipchandler joins Bloomberg to explain why AI is still only a modest contributor to revenue today, how Twilio’s global communications infrastructure creates a competitive moat, and why he sees agentic AI as a long-term tailwind for the business. He joins Ed Ludlow on "Bloomberg Tech."

Twilio Sees (PERSON) Twilio (ORG) Khozema Shipchandler (PERSON) Bloomberg (PERSON) AI (ORG) Ed Ludlow (PERSON) Bloomberg Tech (ORG)

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Why Twilio Sees More AI Upside Ahead

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