Why Twilio Sees More AI Upside Ahead
TL;DR
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. " (Source: Bloomberg).
Nauti's Take
Twilio's numbers point to an opportunity that often gets missed: AI does not have to move revenue right away to make a business more valuable. The problem is that Shipchandler himself calls the contribution modest, while the valuation already prices in agentic upside.
Anyone working in the communications stack should watch the infrastructure rather than the AI narrative, because that is where the real moat sits.
Summary
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. " (Source: Bloomberg)
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