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NASDAQ:TWLO 9 January 2026 - 1 June 2026

Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio Stock Jumps 20% After AI Voice Demand: Why Investors Are Repricing TWLO

Twilio Inc. shares surged nearly 20% Friday, after the cloud communications firm raised its full-year outlook and delivered an earnings beat that resonated with investors, highlighting stronger demand for its AI-powered voice offerings. Timing is a factor here. Software shares have taken a hit lately, with investors worried AI might eat into demand for some of their products. But Twilio’s results offered a different read for the moment: companies are putting more money into the communication platforms—the software and channels for messaging, calls, and customer verification—that Twilio provides.

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