Twilio

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

Twilio reports markedly stronger revenue and earnings than expected, along with robust free cash flow. Management significantly raises revenue targets for 2026 and expresses optimism about momentum in the AI business. A massive surge in trading volume suggests increased interest from institutional investors and drives the stock sharply higher. » More on finanzen.net