Twilio's Q4 Delivers On Expectations, But Guidance And AI Strategy Divide Analysts

1. Twilio reported Q4 results, missing Q1 guidance expectations. 2. Analysts hold mixed ratings but foresee strong growth in AI and CX. 3. Q4 revenue up 11% YoY at $1.195 billion, exceeding consensus. 4. Elevated expectations post-investor day contributed to after-hours stock decline. 5. Target market expected to reach $118 billion by 2028.