8x8 vs Twilio

8x8 Extends AI Across Its CX Platform to All Teams

8x8, Inc. announced on July 30, 2026 that it is expanding its AI-powered intelligence, routing, and automation capabilities across its entire CX platform, making these tools available to all business teams, not just contact centers. The update includes capabilities like 8x8 Pulse for conversation intelligence, 8x8 AI Routing for expert matching, 8x8 AI Studio for multi-model AI agent development, and 8x8 Resolve for frontline incident alerting, along with a native integration with Synthflow. The company reported FY2026 revenue of $735.8 million, up 3% year-over-year, and achieved its first full-year GAAP profitability since 2015, driven by strong AI adoption. Earlier in 2026, 8x8 acquired Singapore-based Maven Lab and launched several new products, signaling a broader trend toward AI-native CX platforms.

• 8x8 announced AI platform updates on July 30, 2026, extending AI features beyond the contact center to all teams.
• New capabilities include 8x8 Pulse, 8x8 Resolve, 8x8 AI Routing, 8x8 AI Studio, and Synthflow integration.
• FY2026 revenue was $735.8 million, up 3% year-over-year, with first full-year GAAP profitability since 2015.

Twilio Traffic Optimization Engine Launched

Twilio announces the launch of the Traffic Optimization Engine, a new product to prioritize messages at scale.

10-Q Financial Filing Analysis for Twilio (2026-08-07)

Twilio reported strong financial results for Q2 2026, with total revenue reaching $1.50 billion, representing a 22% year-over-year increase driven by higher usage from existing customers (DBNE of 116%) and new customer additions. Operating income rose significantly to $84.5 million, up 129% year-over-year, despite absorbing a $32.8 million impairment loss on prepaid assets from troubled network service providers. GAAP net income surged to $1.07 billion ($6.68 diluted EPS), primarily fueled by a discrete $944.1 million income tax benefit resulting from the release of valuation allowances on U.S. deferred tax assets after demonstrating sustained cumulative three-year profitability. Twilio generated $352.6 million in non-GAAP free cash flow and repurchased $66.0 million in stock during the quarter.

• Q2 2026 revenue grew 22% YoY to $1.499 billion, supported by a Dollar-Based Net Expansion Rate of 116% and $71.1 million in incremental carrier A2P pass-through fees.
• GAAP operating income expanded to $84.5 million (up from $37.0 million in Q2 2025), while non-GAAP operating income reached $284.6 million (19% non-GAAP operating margin).
• Net income reached $1.067 billion due to the discrete release of a $944.1 million U.S. deferred tax asset valuation allowance based on sustained profitability.

Bird Raises $450M Debt, Cuts Headcount to 120

Bird, the business communications platform formerly known as MessageBird, has raised $450 million in debt financing led by JP Morgan, Capital One, and Citi. The funding includes a $400 million term loan and a $50 million revolving credit facility, with seven banks participating. The proceeds will provide liquidity to existing shareholders, including current and former employees. The company has drastically reduced its headcount from over 1,000 at its peak to 120, driven by automation and a strategic pivot toward AI. Bird is focusing on its AI Agentic Harness platform, which enables AI agents to communicate via SMS, calls, and email. The company reported $165 million in profits last year.

• Bird raised $450 million in debt financing led by JP Morgan, Capital One, and Citi.
• The financing comprises a $400 million term loan and a $50 million revolving credit facility.
• Bird's headcount has been reduced from over 1,000 at its peak to 120 employees.