Bandwidth vs Twilio

Bandwidth Expands Salesforce Collaboration for Global Native Contact Center Rollout

Bandwidth Inc., a global enterprise cloud communications company, announced an expansion of its collaboration with Salesforce as the first certified carrier to support the global rollout of Salesforce's native Contact Center. Following the North American debut in March, availability will extend to more than 25 countries across Europe, the UK, Australia and New Zealand this fall. Enterprises will connect via a bring-your-own-carrier (BYOC) model using Bandwidth's Maestro platform for intelligent communications orchestration. This integration provides granular control, real-time observability and infrastructure depth for AI-driven customer engagement. Bandwidth's Communications Cloud and Maestro aim to deliver a consistent deployment experience. The companies highlighted customer momentum and the need for trusted communications infrastructure to scale globally.

• Bandwidth is the first certified carrier to support the global rollout of Salesforce's native Contact Center.
• The expanded collaboration extends availability to over 25 countries across Europe, the UK, Australia and New Zealand this fall.
• Enterprises will use Bandwidth's Maestro platform via a bring-your-own-carrier (BYOC) model to connect to Salesforce's native Contact Center.

Bandwidth Promotes Emily Harlan to General Counsel and Secretary

Bandwidth has promoted Emily Harlan to General Counsel and Secretary, as announced in a press release dated September 04, 2026.

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.