Sep. 10 at 4:04 PM
At Goldman Communacopia,
$TWLO said Q2 Voice +20%, ~50/50 connectivity/software.
AI could gut traditional human-seat growth at CCaaS players
$FIVN $NICE $RNG while digital-agent usage explodes at better margins. Strong AI-agent platforms could make CCaaS a winner too.
$TWLO captures platform/software spend.
$BAND owns the carrier network + Maestro, monetizing traffic AND software attach.
The gold rush is agentic usage + AI software.