PartnershipsThe partnership with Microsoft to integrate AI tools with Twilio's platform capabilities is a significant development.
Product InnovationTwilio's growing conversational AI portfolio, highlighted by its ConversationRelay product, positions the company well to provide software tools and infrastructure for voice and chat-based AI agents.
Revenue GrowthSigns of revenue growth revival with 1Q25 revenue growth of 12.0% y-o-y, the highest in eight quarters.