Twilio

At the Goldman Sachs conference, Twilio unveiled an expanded strategy spanning communication channels, contextual data and AI agents, highlighting new products such as Conversation Memory, Orchestrator and Conversation Intelligence. The company recently reported strong organic revenue growth and an improving gross margin, but expects growth to normalize to 2–4%. Management views voice AI as a major opportunity, while warning of hurdles around accuracy, trust and regulation. The stock fell about 3% in regular trading and still trades well above its 52-week low. » More on de.investing.com

Alpha Compute has appointed Mike Huskins, effective immediately, as an independent member of the board of directors and as a member of the audit committee. The board expands to five members, three of whom are independent, and the audit committee now consists of three independents. Huskins was previously head of product operations at Twilio and brings experience from consulting, legal roles, and as co‑founder and chief legal officer of a fintech. The appointment comes as Alpha Compute shifts from building compute clusters to delivering solutions for enterprise customers; the company reports a global pipeline of infrastructure firms totaling more than $1.5 billion. » More on de.investing.com

At the Canaccord Growth Conference, Twilio said the shift to pure communications infrastructure, tighter cost control and new products have driven accelerated revenue and gross profit growth. In the second quarter the company delivered high‑teens organic revenue growth, messaging excluding carrier fees up 18%, voice growth above 20% and double‑digit growth at Verify and Self‑Service. Non‑GAAP operating margins rose to around 20% and absolute gross profit grew for the fifth consecutive quarter, although percentage gross margins remain pressured by carrier fees and the revenue mix. Twilio plans further share buybacks, selective product investments and targeted acquisitions, views AI as a long‑term opportunity but expects gradual adoption. » More on de.investing.com