Jason Lemkin / SaaStr:

A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents  —  So this week two of the more important bellwether names in B2B software reported earnings.  And neither of them just “beat.”

Jason Lemkin / SaaStr:

A look at Atlassian and Twilio earnings beats, with early signs of Atlassian's AI response success and Twilio becoming a picks-and-shovels layer for AI agents  —  So this week two of the more important bellwether names in B2B software reported earnings.  And neither of them just “beat.”

Source: TechMeme
Source Link: https://www.techmeme.com/260503/p11#a260503p11