Twilio's stock jumped around 25% today after a strong Q2 earnings report. They brought in $1.5 billion in revenue versus the $1.43 billion expected, and adjusted EPS came in at $1.47 compared to the $1.32 estimates. Growth was broad across their voice, messaging, and AI products. Existing customers are also spending more, with a 116% net expansion rate. Management raised their full-year growth forecast to 18-18.5%, up from their previous 14.5% guidance. It looks like the concerns about AI hurting SaaS demand might be overblown for them.