In short: RPK: "the narrative [has] totally changed and actually the valuation's not that crazy" — a software have that can hold a place in short-wave momentum.
26:39totally changed and actually the valuation's not that crazy. So those types of things can migrate back into that momentum bucket and stay there, and then we'll cleanse out some things that were just getting the all-in bid that are now going to start to be scrubbed a little bit.
In short: One of the nine selective non-AI growth names attracting Q2 buyers — the most beaten-down of the group, consistent with the quarter's "revisiting beaten-down growth stocks" option.
In short: Firestone's final trade — "16.9, on a roll: Twilio." A software/communications-API name riding the same software rebound Amoroso is rotating into and Terranova refuses to trust.
Twilio provides the plumbing that lets apps send text messages, make calls and run automated customer conversations — increasingly the channel AI agents use to talk to customers. It's Karen Firestone's final trade ("16.9, on a roll"), and it rides the same software rebound Amoroso is rotating into and Terranova refuses to trust.
In short: Voice AI reaccelerates. Q2 revenue +22% Y/Y to a record $1.5B (a $70M beat) with organic growth accelerating to 17% from 16%, adjusted EPS $1.47 ($0.15 beat), record adjusted operating income of $285M and record free cash flow of $353M. Dollar-based net expansion improved from 108% a year ago to 116%, comfortably ahead of expectations, with growth from both messaging and voice as "Twilio continues to benefit from AI-native companies building communication into agents" — it landed an eight-figure deal with a leading AI company and positions itself as the model-agnostic infrastructure connecting AI agents to customers. A redesigned Console launched in May converts developers at more than 90% above the legacy experience, and the new Conversations Layer adds persistent memory across interactions. FY26 organic revenue growth guidance was raised to 13%–13.5% from 9.5%–10.5%, with adjusted operating income and FCF around $1.14–$1.16B and Q3 revenue of $1.505–$1.515B above consensus. "Twilio is increasingly looking less like a turnaround and more like a renewed growth story." (Note: the issue's signature visual was deferred pending the 10-Q.) A disclosed author holding.
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