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**TL;DR** Earlier this week, Twilio ($TWLO) recently reported $1.50B in Q2 revenue (up 22% YoY, 17% organic) and raised its full-year guidance across revenue, operating income, and cash flow. Wall Street is still underestimating this company. We are not even in the first inning of the Voice AI revolution, and Twilio’s management is playing a classic playbook by issuing conservative guidance in a rapidly expanding market. Disclaimer: I currently hold a position of 900 shares of TWLO within a broader …
— ORIGINAL POST ·
Wall Street mispriced Twilio as legacy SaaS. Here’s why this week’s earnings beat is only the beginning
· r/stocks
· Aug 8, 2026