Market News / Story
Twilio rally fuels investor concerns ahead of earnings, Jefferies says
Seeking Alpha ·
Seeking Alpha reports: Investor concerns around Twilio are rising as the company's shares reach new highs, says Jefferies, despite growing enthusiasm over its potential to benefit from wider adoption of voice-based AI. TWLO is down 2% in Wednesday trading. Shares have gained 95% so far this year. The brokerage said the key questions ahead of Twilio's third-quarter results are whether gross profit growth can accelerate, whether personal AI assistants will drive demand for voice AI…