Twilio Becomes Only CPaaS Provider with Direct Connections Across Major Carriers in US and Canada
Twilio announced it is now the only Communications Platform as a Service provider to offer direct connections across all major carriers in the United States and Canada. Building on existing direct Toll-Free messaging connectivity across all major U.S. carriers, Twilio has added direct 10DLC connections across AT&T, T-Mobile, and Verizon in the United States, and Bell & Virgin, Rogers, and Telus in Canada. Twilio also recently added RCS general availability in Canada, adding to existing RCS general availability in the United States. Twilio's direct connections with carriers streamlines the onboarding process for new customers. Additional advantages include improved reliability and deliverability, increased speed with higher throughput, and a more simplified, trusted, and compliant communications ecosystem.
Trade with 70% Backtested Accuracy
Analyst Views on TWLO
About TWLO
About the author

- Stock Price Surge: Twilio (TWO) shares are up over 3% during afternoon trading on Wednesday, marking a seven-day gain, with a nearly 9.6% increase in the previous six sessions, reflecting optimistic market sentiment towards its prospects.
- Analyst Upgrade: Jefferies upgraded Twilio's rating from Hold to Buy, raising the price target from $125 to $160, with analyst Samad Samana emphasizing that Twilio's growing relevance in the Voice AI tech stack will drive sustainable gross profit growth.
- Market Confidence: Among 29 Wall Street analysts, 21 rated Twilio as a Buy, indicating strong confidence in its future performance, despite a 4% year-to-date decline in shares, underperforming the broader market's 1% drop.
- Seeking Alpha Rating: Seeking Alpha's quant rating gives Twilio a score of 3.70 for Buy, with B grades for growth, profitability, and momentum, but a C- for valuation and revisions, indicating cautious market sentiment regarding its valuation.
- Customer Engagement Innovation: Twilio announced the winners of its second annual Excellence in Engagement Awards, including All Nippon Airways, Netflix, Purina, and Rivian, recognizing these brands for their innovative approaches to customer engagement and personalization, highlighting the urgency for businesses to enhance customer experiences as 71% of consumers would abandon a purchase if the experience feels irrelevant.
- Netflix's Personalization Strategy: Netflix leverages Twilio's SMS, WhatsApp, and Voice services across 180 countries to support over 300 million users in secure, frictionless global account management, further solidifying its leadership position in the entertainment industry by ensuring a seamless user experience.
- ANA's Real-Time Communication: As Japan's largest airline, ANA achieves over 99% message delivery rate through Twilio's Programmable SMS and SendGrid, ensuring real-time communication with customers during flight irregularities, thereby enhancing customer trust and service quality.
- Rivian's Support Integration: Rivian adopts Twilio Flex to unify voice, messaging, and digital channels for customer support, integrating Conversational Intelligence and Agent Copilot services to improve issue resolution speed, ensuring owners enjoy a smoother driving experience.
- Twilio's Weak Performance: With a market cap of $20.08 billion, Twilio's platform allows developers to quickly create communication apps, yet its average billings growth of 13.4% over the past year indicates a need for adjustments in product and market strategy, which could hinder future revenue growth.
- Williams-Sonoma's Market Positioning Issues: Williams-Sonoma, valued at $21.41 billion, has seen a 3.5% decline in annual revenue over the last three years, and ongoing store closures coupled with sluggish same-store sales suggest insufficient demand, necessitating a reevaluation of pricing and marketing strategies to stimulate sales.
- Restaurant Brands' Declining Profitability: With a market cap of $26.51 billion, Restaurant Brands is projected to experience only 4.3% sales growth over the next 12 months, while its operating margin has fallen by 5.4 percentage points, indicating rising day-to-day expenses relative to revenue, which may impact profitability.
- Intense Competition for Mid-Caps: Mid-cap stocks face fierce competition from industry giants and agile small players, and while they possess established business models and large addressable markets, this competitive landscape could affect their long-term growth potential.
- AppLovin Revenue Upgrade: BTIG raised AppLovin's first-quarter revenue estimate to $1.82 billion, exceeding consensus, reflecting healthier performance from non-gaming marketers, which is expected to drive further stock price appreciation.
- Encompass Health Surge: Shares of Encompass Health jumped over 6% after the Centers for Medicare & Medicaid Services proposed a 2.4% rate increase for fiscal year 2027, indicating positive policy changes for the healthcare sector.
- Kratos Defense Rallies 8%: Jefferies upgraded Kratos from hold to buy with a 12-month price target of $85, highlighting a $14 billion opportunity pipeline in weapons that could drive over 30% compound annual growth in 2028 earnings estimates.
- Soleno Therapeutics Soars 32%: Neurocrine Biosciences announced an agreement to acquire Soleno for $53 per share, valuing the deal at approximately $2.9 billion, which will enhance Neurocrine's leadership in endocrinology and rare diseases.
- Market Movements: The S&P 500 Index rose by 0.19%, while the Dow Jones Industrial Average dipped by 0.04%, and the Nasdaq 100 Index increased by 0.50%, indicating slight fluctuations in the market amid strong economic data, reflecting cautious optimism among investors regarding future economic prospects.
- Strong Employment Data: March nonfarm payrolls surged by 178,000, significantly exceeding expectations of 65,000, and the unemployment rate unexpectedly fell by 0.1% to 4.3%, demonstrating resilience in the U.S. labor market, which may positively influence market sentiment.
- Declining Oil Prices: Crude oil prices fell by over 1% amid ceasefire negotiations in the Iran conflict, which could affect energy market stability; the International Energy Agency warned that even if the war ends, it will take time for normal flows through the Strait of Hormuz to resume, impacting global supply chains.
- Tech Stock Performance: Chipmakers and AI infrastructure stocks are climbing, with Seagate Technology's stock rising over 7%, showcasing ongoing market confidence in the tech sector, which may drive further investment and innovation in related companies.

- Acquisition Talks Progress: Neurocrine Biosciences is in advanced discussions to acquire Soleno Therapeutics, with the deal potentially valued at over $2.5 billion, leading to a 26% surge in premarket trading, reflecting strong market optimism about the transaction.
- Market Opportunity: Should the acquisition proceed, Neurocrine would gain access to Soleno's treatment for Prader-Willi syndrome, which analysts project could generate up to $2.3 billion in peak annual sales, enhancing the strategic appeal of the acquisition.
- Price Target Analysis: The anticipated acquisition price is in the range of $50 to $60 per share, indicating investor confidence in Soleno's future growth potential while providing Neurocrine with an opportunity to enter new markets.
- Warning Signals: Despite the stock surge, GuruFocus has flagged 4 warning signs for Soleno, advising investors to cautiously assess its true value to avoid potential investment risks.










