Twilio grows by 22% in q2 and soars 30% today. I am shocked by how little discussion there is on this company in this sub. TWLO is now worth 36 billion dollars and is up 74% YTD, 96% in 12 months and up over 500% from its low in 2023.
Margins have stabilized, Revenue is reaccelerating, costs are flat, and SBC is declining. This is clearly an AI infrastructure play and winner. There’s a lot to love here.