What risks does increased competition in the CPaaS market pose to Twilio? The CPaaS market is becoming increasingly competitive, with both established players and new entrants vying for market share.

With the market maturing, and intense competition, it is not surprising that Twilio's revenue growth has plummeted in the last few years. Data by YCharts Furthermore, Wall Street analysts expect ...

As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector. Net Margin: Twilio's net margin excels ...

RBC Capital Markets, however, remains cautious about competition and the level of new AI innovation happening and being offered by Twilio. The consensus EPS Estimate is $1.03 (+19.8% Y/Y ...

With AI adoption accelerating, Twilio’s ability to offer data-rich, AI-driven customer solutions puts it ahead of competitors and positions it for significant long-term upside. Unlike ...

Among the financial targets Twilio provided in its presentation was achieving a 21% to 22% adjusted operating margin for fiscal year 2027, well ahead of analysts' expectations of 19.7% ...

Twilio Inc (NYSE:TWLO) reported fourth-quarter financial results after the market close on Thursday. The following are the comments from different analysts on the company’s performance.