1. Twilio reported Q1 FY24 earnings with a 4% revenue growth and a 54% increase in earnings, beating estimates. 2. The management raised profitability outlook for FY24 while keeping revenue guidance unchanged, which slightly dampened investor sentiment. 3. The company is focusing on financial discipline and targeted AI-led product innovations to accelerate 'time-to-value' for customers, suggesting potential for re-acceleration of growth in the low teens in FY25 and beyond.
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