• In early February 2026, Genspark announced that it is using Twilio’s Programmable Voice to power its Call for Me AI agent, enabling multilingual, automated phone-call tasks for around 180,000 users in more than 40 countries with reported high reliability.
• This partnership underscores how Twilio’s communications infrastructure is being integrated into real-world AI workflows that move beyond text generation to handle end-to-end, action-oriented phone interactions.
• Next, we’ll examine how powering Genspark’s multilingual Call for Me AI agent could influence Twilio’s investment narrative and future positioning.

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What Is Twilio's Investment Narrative?

To own Twilio, you have to believe in its role as core infrastructure for digital communications and data, even if growth is slower and profitability is still bedding in. The company has only recently turned profitable, carries a low return on equity, and has seen its share price fall sharply over the past year despite buybacks and upgraded 2025 revenue guidance, so execution around margins and sustainable demand remains front and center. In that context, the new Genspark partnership is encouraging but probably not a material short term catalyst by itself; it is more a proof point that Twilio’s Programmable Voice can sit at the heart of emerging AI agents that actually take action, not just generate text. For now, Q4 results and evidence of consistent earnings quality look more important than this single AI win.

However, investors should be aware of the disconnect between improving earnings and recent share price weakness. Despite retreating, Twilio's shares might still be trading 9% above their fair value. Discover the potential downside here.

Exploring Other Perspectives

Seven Simply Wall St Community fair value estimates span roughly US$68 to just over US$194 per share, showing how far apart individual views can be. Set against Twilio’s recent share price decline and low return on equity, this wide spread of opinions invites you to weigh both the AI partnership potential and the execution risks before deciding where you stand.

Explore 7 other fair value estimates on Twilio - why the stock might be worth 41% less than the current price!

Build Your Own Twilio Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Twilio research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Twilio research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Twilio's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.