UBS Predicts Twilio Voice Revenue Could Double as AI Deployments Rise

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UBS projects Twilio could double its voice revenue as AI adoption scales, citing over 10 customer checks showing enterprises deploying Twilio for AI-driven support and sales workflows. Twilio will report Q4 and fiscal 2025 results on February 12, 2026 after market close with a 2 p.m. PT/5 p.m. ET webcast.

1. Twilio Schedules Q4 and Fiscal 2025 Results Release

Twilio Inc. has announced that it will publish its fourth quarter and full fiscal year 2025 financial results on Thursday, February 12, 2026, following the market close. The company will host a live conference call at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) to discuss the results with investors and analysts. Participants can register for the webcast via the company’s Investor Relations site, and a replay of the call will remain available online through February 12, 2027. Twilio uses its official website, X feed and LinkedIn page to disseminate material non-public information in compliance with Regulation FD, ensuring all stakeholders have timely access to its disclosures.

2. UBS Sees AI-Driven Voice Revenue Potential

Analysts at UBS have maintained a bullish outlook on Twilio, highlighting that more than ten recent customer checks indicate enterprises are increasingly evaluating or deploying Twilio’s Customer Engagement Platform to power AI-driven customer support and sales workflows. UBS projects that as artificial intelligence adoption scales across contact centers and automated interaction channels, Twilio’s voice revenue could potentially double over the next few years. The firm underscores that while the AI opportunity is still in its early stages, the accumulation of deployment evidence confirms that Twilio is emerging as a foundational infrastructure layer for enterprise AI communications.

Sources

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