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Morning Brief · October 30th 2026
Twilio falls 16% after hours despite pitching voice AI
Twilio beat estimates with third-quarter revenue of $1.56 billion, up 20%, and record of $370 million on Thursday, then fell 16% on a forecast of 11% to 12% organic growth for the fourth quarter, down from 16%. Management said voice AI is about 1% of its voice minutes. Calling it "the very early stages of an AI super cycle" no longer protects a software company whose growth is slowing. SourcesCA
Sources
- CTwilio Q3 2026 slides: record profits meet cautious outlook (Investing.com)investing.com
- ATwilio Q3 2026 results (SEC)sec.gov
This story ran in the Morning Brief of October 30th 2026.