Twilio Inc Stock Price, News & Analysis

Twilio has announced a strategic partnership with Orange to expand RCS Business Messaging across France. RCS currently covers over 70% of France's mobile base (45+ million smartphones) and is projected to reach 85% by year-end. The partnership leverages Twilio's expertise to deploy next-generation messaging solutions that offer enhanced features like images, carousels, and actionable buttons. According to Twilio's 2025 State of Customer Engagement Report, 75% of businesses plan to invest in RCS messaging, with 81% of consumers preferring it over traditional SMS. The service will be available on both Android and iOS devices, with SMS fallback options for uncovered users. This collaboration aims to provide French businesses with secure, interactive communications while improving customer engagement and trust through verified sender identity.

Twilio's 6th annual State of Customer Engagement Report reveals that while AI drives clear ROI in customer engagement, businesses must balance technology with trust and real-time personalization to succeed. The study, surveying 7,600+ consumers and 600+ business leaders across 18 countries, shows that 96% of companies report AI improving customer operations, with 75% seeing increased customer spend from personalization. However, only 45% of consumers feel understood by brands, and 71% abandon purchases when experiences aren't relevant. Key findings highlight that while 56% of brands use AI for personalization, 61% of consumers don't trust companies with their data. The report emphasizes that 88% of consumers are more likely to buy when engagement is personalized in real-time, though only 44% of brands achieve this. Looking ahead, 96% of businesses plan to build custom CX solutions, and 75% aim to adopt RCS in 2025.

Twilio (TWLO) has announced that CEO Khozema Shipchandler will participate in a fireside chat at the William Blair 45th Annual Growth Stock Conference on June 4, 2025 at 6:40 a.m. PT / 9:40 a.m. ET. A live webcast and replay of the presentation will be accessible through Twilio's investor relations website. The company also noted that it uses its investor relations website and X (formerly Twitter) accounts as channels for disclosing material non-public information and complying with Regulation FD requirements.

Twilio (TWLO) has announced a significant multi-year strategic partnership with Microsoft to accelerate conversational AI adoption for customer engagement. The collaboration will leverage Microsoft Azure AI Foundry and Twilio's customer engagement platform, making advanced AI solutions accessible to over 10 million Twilio developers and thousands of Microsoft customers. The partnership focuses on developing AI agents for customer engagement automation, enhancing Twilio Agent Copilot capabilities, and creating multi-modal solutions for digital interactions. Twilio also announced new conversational AI products including ConversationRelay (now generally available) for creating natural voice AI agents, and Conversational Intelligence for analyzing voice calls and text conversations. The announcement was made at Twilio SIGNAL in San Francisco, featuring a virtual fireside chat between Twilio CEO Khozema Shipchandler and Microsoft CEO Satya Nadella.

Twilio (NYSE: TWLO) unveiled its next-generation customer engagement platform at SIGNAL 2025, designed for an AI and data-powered world. The platform will serve as the infrastructure layer for customer interactions, supporting over 335,000 active customer accounts and 10 million developers. Key announcements include:

- Enhanced Customer Data Platform (CDP) capabilities - CPaaS updates with new conversational AI tools - ConversationRelay for creating natural voice AI agents - Conversational Intelligence for analyzing voice and text interactions - Upcoming RCS and WhatsApp Business Calling availability - New Compliance Toolkit for TCPA compliance - Data Residency features for EU - Redesigned Journeys architecture in Twilio Engage

The platform integrates omnichannel communications, authentication, intelligent automation, and unified profile API with Segment CDP data, positioning Twilio as a leader in the Omdia Universe: Customer Engagement Platforms 2025.

Twilio (TWLO) reported strong Q1 2025 financial results with revenue reaching $1.17 billion, up 12% year-over-year. The company achieved GAAP income from operations of $23.1 million, a significant improvement from a $43.5 million loss in Q1 2024. Communications revenue grew 13% to $1.10 billion, while Segment revenue increased 1% to $75.7 million. Key metrics showed positive momentum with 335,000 active customer accounts and a Dollar-Based Net Expansion Rate of 107%. The company announced a $2.0 billion share repurchase program through December 2027, with $130.2 million already repurchased in Q1. Twilio raised its full-year 2025 guidance, projecting organic revenue growth of 7.5-8.5% and increasing both non-GAAP income from operations and free cash flow targets to $850-875 million.

Twilio (NYSE: TWLO) has announced it will release its first quarter 2025 financial results on Thursday, May 1, 2025, after market close. The company will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) on the same day to discuss the results with the investment community.

Investors and analysts can access the webcast through a dedicated link, and both the live webcast and replay will be available on the Twilio Investor Relations website. The replay will remain accessible until May 1, 2026.

Twilio's Customer Engagement Platform (CEP) enables companies to build personalized customer relationships globally through communications and data intelligence across various business functions including sales, marketing, growth, and customer service.

Twilio (NYSE: TWLO) has announced the winners of its first Excellence in Engagement Awards, recognizing organizations that excel in customer engagement and personalization. The awards highlight the significant gap between business and consumer perspectives on customer experience, with 84% of businesses claiming excellent service while only 54% of consumers agree.

The winners include: Best Buy for implementing Flex and Programmable Voice platform; CLEAR for utilizing Verify and Lookup APIs; Rocket Mortgage for leveraging Programmable Voice, SMS, and Customer Data Platform; Vineyard Vines for personalized customer journeys; and Zillow for powering their 'Connections' platform with Twilio's communication tools.

The honorees will be celebrated at Twilio's annual SIGNAL conference on May 14-15, showcasing innovative approaches to improving customer experiences across retail, healthcare, financial services, and real estate sectors.

Twilio (NYSE: TWLO) and Cedar announced a collaboration to enhance patient financial experiences in healthcare through AI-powered solutions. Cedar is implementing Twilio's communication technology to improve healthcare billing interactions and reduce provider costs.

The integration includes three key components:

• Streamlined Communication: Using Twilio's SMS for bill notifications and appointment reminders
• Seamless Payment Experience: Integration of Twilio's Voice API and Stripe Pay Connector for secure phone payments, including FSA/HSA support
• Smart Patient Support: Implementation of Twilio's ConversationRelay service for AI-powered voice agents to handle billing inquiries

The collaboration aims to address challenges in healthcare billing, where patients struggle with multiple providers and unclear financial obligations, while providers face high administrative costs from patient inquiries. Twilio's ConversationRelay service will become HIPAA-eligible in the coming weeks.