I see Twilio Inc. (NYSE: TWLO ) at an important point in its story. The company has moved from losses into profit, with Q2 2025 showing $22.4M in net income compared with a loss a year ago. Revenue wasWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narrati ...