AI MonetizationRising AI monetization, GTM efficiency, and expanding cross-sell leverage drive increased conviction in Twilio’s growth durability.
Stock RepurchaseThe company repurchased $350 million of stock in Q3 and has around $1.3 billion of its authorization remaining, indicating confidence in its financial position.
Voice AI GrowthVoice AI revenue accelerated to mid-teens, with voice AI revenue up approximately 60% year over year, showcasing its potential as a significant growth driver.