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Twilio reports Q1 revenue up 15% YoY to $1.01B, vs. $1B est., 300K+ active customer accounts, up from 268K+ YoY, and Q2 guidance below estimates; TWLO down 13%+

Jordan Novet / CNBC :

CNBC Jordan Novet

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  • @rihardjarc Rihard Jarc on x
    I'm curious how long it takes before $TWLO gets an activist at these levels. My guess would be we are a few months away; the company needs one...
  • @jordannovet Jordan Novet on x
    there's ‘a very large AI company that we sold Verify to in this past quarter,’ Twilio CEO Jeff Lawson said on today's earnings call. how many ‘very large AI companies’ are there out there https://www.cnbc.com/...