Bloomberg Technology
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Why Twilio Sees More AI Upside Ahead
Posted
August 7, 2026
Views
814
Likes
20
Engagement
2.46%
August 7, 2026
814
20
2.46%
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5:45Now PlayingTwilio 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."
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