Good morning. Twilio’s turnaround didn’t hinge on a single quarter. It was a multi-year overhaul of its strategy, cost base, and culture that is now clearly showing up in the numbers.
Bank of America has turned increasingly bullish on Twilio. Analyst Koji Ikeda has reiterated a Buy rating and added the stock to his “Fab Five” basket (alongside Datadog, JFrog, MongoDB, and Snowflake), a group the firm expects to keep outperforming as companies step up spending on AI infrastructure.
