# Atlassian, Twilio, and Five9 all reported earnings beats on Thursday.

*genai · news · 2026-05-01 · Business Insider*

## Key points

- Atlassian's AI-powered service products have crossed $1 billion in annualized revenue.
- Twilio's existing customers are increasing their spending, a reversal from previous AI cannibalization fears.
- All three companies cited AI adoption as driving larger and longer enterprise customer commitments.
- Recent earnings suggest the SaaS sector is bifurcating, not collapsing, under AI's impact.

**Companies:** Atlassian, Twilio, Five9, Asana

[Read the full story on Business Insider](https://www.businessinsider.com/software-stocks-soar-atlassian-twilio-five9-saaspocalypse-ai-earnings-beats-2026-5)

---

Canonical: https://newsio.io/n/0334e54d-5686-4d35-862f-d72a17d7054e/atlassian-twilio-and-five9-all-reported-earnings-beats-on-thursday-each-of-the-c
Summarized by Newsio from Business Insider. https://newsio.io/how-it-works