Mar. 2 at 2:58 PM
TD Cowen upgrades
$TWLO to Buy, PT
$160 (from
$125).
AI agents becoming everyday interfaces. Voice adoption expected to inflect 2H26.
Twilio is moving to orchestrate agents.
Don't forget the infrastructure Maestro behind agent traffic,
$BAND.
Orchestration is sexy. Infrastructure gets paid.
Long.