Twilio has surged 57% in 2025, outperforming Palantir Technologies (down 3%) and SoundHound AI (down 29%) as demand for AI software accelerates. Gartner projects AI software spending will jump 60% this year to $453 billion. The cloud communications specialist reported second-quarter revenue of $1.5 billion, up 22% year over year, with non-GAAP earnings per share rising 23% to $1.47. Organic revenue grew 17%. Twilio's improving growth stems from its AI tools, which help clients predict customer behaviour, build AI agents, and automate workflows. One automotive fintech client using Twilio's conversational AI platform saw lead conversion increase 1.6 times, leading to a seven-figure deal. The company has expanded beyond its core application programming interfaces for voice, text, email, chat, and video communications.

Andrew Stafman, Director at Twilio, sold approximately 500,000 shares of Class A Common Stock on 12 August 2026 for $123.5 million, according to an SEC Form 4 filing. The transaction represents a 79% reduction in his holdings. The shares were sold at a weighted average price of $247.08 per share, following a 159% stock price appreciation over the preceding 12 months. The shares were held through various entities including Sachem Head Capital Management LP, with Scott Ferguson and Andrew Stafman sharing potential beneficial ownership. Following the sale, Stafman retains approximately 133,000 shares across direct and indirect accounts, representing roughly 0.088% of Twilio's outstanding shares. Twilio provides cloud-based communications platforms through APIs, serving customers ranging from startups to Fortune 500 companies.