A Historic Gold Announcement Is About to Rock Wall Street

The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent - and four tiny miners could be your ticket to 100X gains.

Twilio's AI Push, Microsoft Partnership Spark Analyst Optimism

Anusuya Lahiri
May 16, 2025

Needham analyst Joshua Reilly maintained a Buy rating on Twilio (NYSE:TWLO) and reiterated the $125 price forecast on Friday.

Over the last couple of days, Reilly attended the Twilio Signal customer conference in San Francisco and came away incrementally positive about the company’s products, solutions, and customer relationships.

Overall, feedback from partners and customers highlighted the platform’s increasing usage and complimentary reviews on the product roadmap.

Also Read: Twilio Stock Darts Higher On Better-Than-Expected Q1 Results, Raised Guidance: Operating Discipline Is ‘Paying Off’

The analyst’s partner discussions indicated an increasing pipeline of projects while they manage a more efficient implementation process utilizing AI.

He noted the company’s strategic positioning to boost cross-selling, emphasizing that the recently announced  Microsoft Corp. (NASDAQ:MSFT) partnership will drive greater platform usage.

The collaboration with Microsoft delivers key functionalities, including capabilities for building multi-channel AI agents for automating and improving customer engagement, AI agents that assist live agents in the contact center via enhanced Twilio Agent Copilot capabilities, and multi-modal solutions for enhancing and improving digital interactions between businesses and customers.

Reilly remained bullish on Twilio’s valuation, conservative second-half revenue assumptions, and cross-sell momentum, maintaining the shares as his Conviction Pick for 2025. With Twilio having cleaned up many of its operational challenges over the past 24 months, the analyst noted that the focus moving forward is on the product, and customers will benefit.

A key challenge for customers is implementing email (Sendgrid), messaging, and CDP, which are essentially three separate platforms on which the customer receives three separate bills. Reilly noted the company is working to streamline the billing process to make bundling easier and improve the customer experience process. While developing billing systems takes time, whether building a custom solution or implementing packaged software, he anticipates a hybrid approach.

CDP currently operates on a subscription model, while other services are usage-based. Given the trend of vendors like Zuora integrating subscription and usage-based billing, a packaged software solution could be beneficial. However, the analyst expects the net benefit to be faster quoting of bundling, and accelerate the pace of cross-selling, but that could be 12-18 months away.

In conjunction with its customer event, Twilio announced a product partnership with Microsoft focused on their Conversational AI offerings. At Signal 2025, Twilio also launched several new products and solutions, with Verify and Lookup reported as particularly popular based on customer feedback. Another key product item discussed at the conference was the general availability of ConversationRelay.

Based on his customer discussions, Reilly noted that the net takeaway for investors is that they can sell ROI-driven solutions, and they are margin accretive. Management’s investor Q&A on the first day further underscored this point, with several key insights emerging.

Discussions with management allowed the analyst to explore the projected trajectory of voice volumes in the coming years, suggesting a potential for growth significantly exceeding 2024 levels for several years. Reilly also observed sustained bullishness among partners and customers regarding the Twilio platform, coupled with existing budget allocations for cross-selling initiatives.

He noted that Twilio’s business model insulates the company from headwinds other software vendors will face when transitioning from seat to usage-based pricing. Reilly projected fiscal 2025 revenue of $4.82 billion and EPS of $4.45.

TWLO Price Action: Twilio shares were trading higher by 1.88% to $116.38 at the last check on Friday.

Read Next:

  • Nvidia Scores Big As Trump Brokers Major AI Export Pact With UAE and US Tech Giants

Image by Tada Images via Shutterstock

Continue Reading...

Popular

What's Going On With ADMA Stock Monday?

ADM shares are trading higher Monday after the company announced the FDA's approval of its yield enhancement process.

Peter Schiff Calls Out 'TRUMP' Coin Gala Invite: 'Hunter Biden Is Already Being Outdone'

Economist Peter Schiff took potshots at the private gala dinner invitation to top holders of Official Trump (CRYPTO: TRUMP) meme coin, equating it to corruption charges against Joe Biden’s son, Hunter Biden.

He Called Bitcoin to $100k... Now He Says This Coin Is Next - Ad

Juan Villaverde may be America's top crypto expert. According to Juan's timing model, we are entering what could be the biggest bull market in crypto's history. With America's first crypto president in office, it could be the biggest gains the market has ever seen. And one special coin could skyrocket.

Warren Buffett’s best and worst investments in his 60 years as Berkshire Hathaway CEO

OMAHA, Neb. (AP) — Billionaire investor said Saturday that he as chief executive of Berkshire Hathaway at the end of the year. The revelation because the 94-year-old had previously said he did not plan to retire.

Gold Shines, Output Dims: Barrick Delivers Mixed Q1 As Production Slips

Barrick Gold reports solid Q1 results with revenue of $3.13B, in line with consensus. Gold production and sales fell, but realized prices rose. Copper production surged and dividend declared.

Did Trump Just Publicly Back Favorite AI Energy Stock?? - Ad

It's wildly profitable - Over $3 billion in operating income. It has a partnership with the hottest AI stock on Wall Street. And Trump has publicly backed it?

Cheap parcels from China will no longer be duty-free. Here's what it means for buyers and sellers

NEW YORK (AP) — Consumers can expect higher prices and delivery delays when the Trump administration ends a duty-free exemption on low-value imports from China Friday.

Thousands of chickens euthanized in South Africa after they were left starving and eating each other

CAPE TOWN, South Africa (AP) — Animal welfare officers faced the grisly task of euthanizing more than 350,000 chickens by hand after they were left starving and cannibalizing each other when a South African state-owned poultry company ran out of money to feed them, officials said Tuesday.

World Economic Forum: "Arguably the Most Exciting Human Discovery Since Fire" - Ad

Sam Altman, Bill Gates, and Mark Zuckerberg are all investing vast sums of money into a radical technology. According to Bloomberg, this could become 10 times bigger than AI, quantum computing, electric vehicles, cryptocurrencies, and robotics combined. And one stock is at the center of it all.

Musk's Ex-Wife Opens Up About Why Life With Elon Was So Difficult

Justine Wilson recently shed light on the complexities of their marriage and the challenges she faced being married to the Tesla CEO.

Tech millionaire makes stunning May 31 prediction - Ad

He grew up in a trailer in the mountains outside of Los Alamos. Today, he's a multimillionaire thanks to his investments in the tech world. And now, he says that on May 31, two of the most powerful technologies ever are set to converge-creating more millionaires than anything else

Play your cardinals right: Betting on next pope gains popularity ahead of the conclave

ROME (AP) — Next week’s to to as leader of the world’s 1.4 billion Catholics is a solemn affair steeped in .

The Cross-Chain Giant Set for 1,000%+ Gains - Ad

This multi-chain protocol's volume is exploding while its price is still under the radar. Institutions are moving in fast-get our urgent report before retail wakes up.

KLA Stock Slips Despite Better-Than-Expected Q3 Results

KLA released its third-quarter results after Wednesday's closing bell. Here's a look at the key figures from the quarter:

Trump to offer automakers some relief on his 25% tariffs, after worries they could hurt US factories

WASHINGTON (AP) — President will sign an executive order Tuesday to relax some of his 25% tariffs on autos and auto parts, the White House said, a significant reversal as the import taxes threatened to hurt domestic manufacturers.

Brace Yourself for Jeff Bezos' "Amazon Helios" - Ad

Amazon delivers 20 million packages a day... powers some of the most popular websites... delivers medication to half of the U.S. population... and even produces award-winning films and TV shows. But a Wall Street legend -- twice featured on 60 Minutes -- predicts that "Amazon Helios" will be bigger than all of those... COMBINED.

US expands attempt to blow up Google with proposed teardown of its ad technology

The U.S. Justice Department is doubling down on its attempt to break up Google by asking it to give up the underlying technology powering the company's digital ad network. The proposed remedy joins a separate federal effort to separate the Chrome browser from its dominant search engine.

Musk defends his work as he prepares to wind down at DOGE but gives hazy answers on future

WASHINGTON (AP) — , preparing to step back from his work leading the , had a request of the reporters gathered at the White House to interview him: Before he would answer any questions, he wanted someone to tell him a joke.

Elon's Greatest Invention... Hidden in South Memphis? - Ad

Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believes will be Elon's greatest invention ever... Yes, even bigger than Tesla or SpaceX.

Floor & Decor Prepared For Current Tariffs As Sourcing Shift Limits China Exposure: Analyst

Telsey analyst lowers price forecast for Floor & Decor Holdings (FND) to $110, maintains Outperform rating. Q1 EPS misses, lowered FY25 guidance.

Peter Schiff Questions Trump's Bitcoin Ambition Amid Trade Deficit Concerns: 'Resources Are Just Wasted'

Economist Peter Schiff says that President Donald Trump’s Bitcoin (CRYPTO: BTC)-centric policy contradicts his aim of correcting the U.S. trade imbalance with the world.

The Most Important "AI Stock" You've Never Heard Of - Ad

The AI revolution is moving faster than anyone expected. But what no one is talking about is the one company AI simply can't exist without. It may be the single most important AI investment, yet most people don't even know its name. For now. The moment Wall Street catches on, this $20 stock could explode.

The EU seeks to halt Russian gas imports by the end of 2027 and ban new contracts already this year

BRUSSELS (AP) — The European Union should halt imports of Russian natural gas by the end of 2027 to deprive President Vladimir Putin of revenue that helps fuel his , the bloc’s executive branch said Tuesday.

Buffett's Favorite Chart Just Hit 209% - Here's What That Means For Gold - Ad

Buffett's favorite market signal just hit its highest level in history-stocks are more overvalued than 1929. He's sitting on $325B in cash... and may be about to buy one overlooked gold miner. I've identified it-plus 4 others with up to 100X potential.

Under Armour Faces Tough Road Ahead, Says Analyst

Telsey Advisory Group analyst Cristina Fernandez reiterated a Market Perform rating on Under Armour Inc (NYSE: UAA) and lowered the price target to $7.00 from $10.00. With ongoing challenges in North America and APAC, the company's Q4 FY25 results and FY26 guidance will be closely watched, particularly regarding demand, product reception, and tariff strategies.

Meta launches AI app, Zuckerberg chats with Microsoft CEO Satya Nadella at developer conference

MENLO PARK, Calif. (AP) — Working to differentiate itself in the crowded field of artificial intelligence, Meta Platforms has launched a standalone AI app — with a social media component — to compete with OpenAI's ChatGPT.

Nvidia Is About to Shock the World: July 23rd - Ad

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%, is warning everyone to... Mark this date on your calendar: July 23rd! That's when Nvidia could help send shares of this Elon Musk supplier skyrocketing higher.

Starbucks says turnaround is on track, but quarterly earnings and sales fall short

Starbucks' sales are on the upswing again, but the company says its turnaround efforts are far from complete.

Marathon Petroleum Refining Margins Fall Drags Q1 Profit

Marathon Petroleum Corp. (NYSE:MPC) reports higher Q1 results with revenue of $31.85B, adjusted EBITDA of $2B, and EPS loss of $(0.24) compared to $(2.58) last year. Refining segment impacted by lower market crack spreads, but Midstream business continues to grow. Company also declares quarterly dividend.

A Historic Gold Announcement Is About to Rock Wall Street - Ad

The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent - and four tiny miners could be your ticket to 100X gains.

Alexandria Ocasio-Cortez Asks,'How Much Did Majorie Taylor Greene Make When She Bought The Dip?'

"Just how much did Marjorie Taylor Greene make when she bought the dip?" Alexandria Ocasio-Cortez asks in the caption of a YouTube video calling for a ban on Congressional trading.

Tens of thousands of Los Angeles County workers begin 2-day strike

LOS ANGELES (AP) — More than 50,000 Los Angeles county workers began a two-day strike Monday evening, closing libraries and disrupting administrative operations across the nation's most populous county.

Elon Musk Drops Stunning Bombshell? - Ad

Behind closed doors, Musk revealed a game-changing breakthrough technology that could shake the tech world & crush major companies. Why is no one talking about it? Luckily, we had a man on the inside - watch now to see the details & how to profit!

CDC Logs Highest Tuberculosis Caseload In A Decade — Advocates Warn WHO Pull-Out Leaves America Flying Blind

Global health experts warn that US retreat from TB prevention programs could lead to a resurgence of the deadliest infectious disease, as seen with a recent case in suburban Illinois.

Shiba Inu Burn Rate Skyrockets 2,094%: What Is Going On?

Shiba Inu (CRYPTO: SHIB) has seen a massive spike in burn activity and on-chain growth, fueling speculation of a

Trump's Crypto Blueprint Unveils This Infrastructure Powerhouse - Ad

One blockchain token sits at the heart of Washington's pro-crypto agenda. Institutions are loading up while it still trades at a discount. Here's how to get in for $3.

Wall Street Eyes 8th Positive Day As S&P 500 Recoups Tariff-Led Losses, Bitcoin Rallies To $97,000: What's Driving Markets Thursday?

Wall Street pushed higher in midday trading, with the S&P 500 on track for its eighth consecutive gain — its longest winning streak since November 2023. The index rose about 1% to 5,560, fully recovering the losses sustained after former President Donald Trump announced trade tariffs on April 2.

Trending Now

Information, charts or examples are for illustration and educational purposes only and not for individualized investment management This message contains commercial elements, such as advertising. We only send these offers to those who have opted in to our newsletter. Past performance is not indicative of future results. For these reasons we strongly suggest trading in a DEMO/Simulated account. The information provided by us is for educational and informational purposes only. We make no representations or warranties concerning the products, practices or procedures of any company or entity mentioned or recommended and have not determined if the statements and opinions of the advertiser are accurate, correct or truthful. If you use, act upon or make decisions in reliance on information contained or any external source linked within it, you do so at your own peril and agree to hold us, our officers, directors, shareholders, affiliates and agents without fault.

Copyright priceactionea.net
Privacy Policy | Terms of Service