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Twilio's AI Boost Fuels Revenue Growth Amid Cloud Expansion

9/20/2025

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Summary

Story summary

The cloud-based contact center market is expanding, with Twilio utilizing AI for growth.
Twilio's Q2 revenue increased 13% year-over-year to $1.23 billion, fueled by higher customer spending and a 10% rise in active accounts.
Analysts forecast a potential 60% stock gain for Twilio over two years, targeting a price of $132.
Oracle's stock rose 36% following strong fiscal results, reporting a 12% revenue increase to $14.9 billion.
Oracle expects substantial growth in cloud infrastructure, projecting a $3 trillion market cap by 2030, supported by a $455 billion contract backlog.

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Story summary

The cloud-based contact center market is expanding, with Twilio utilizing AI for growth.
Twilio's Q2 revenue increased 13% year-over-year to $1.23 billion, fueled by higher customer spending and a 10% rise in active accounts.
Analysts forecast a potential 60% stock gain for Twilio over two years, targeting a price of $132.
Oracle's stock rose 36% following strong fiscal results, reporting a 12% revenue increase to $14.9 billion.
Oracle expects substantial growth in cloud infrastructure, projecting a $3 trillion market cap by 2030, supported by a $455 billion contract backlog.