Twilio's Voice Revenue Set to Double with AI Adoption, UBS Predicts

UBS analysts are bullish on Twilio, citing growing evidence of the company's emergence as a key infrastructure layer for enterprise AI deployments. The analysts estimate Twilio's Voice AI business could double its revenue to $100 million and see an annual revenue opportunity ranging from $215 million to $2.7 billion. Customer checks suggest strong adoption of related products, with early AI deployments lifting customer spending by 10% to 30%. UBS maintains a "Buy" rating and $150 12-month price target.