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Atlassian, Twilio, and Five9 all reported earnings beats on Thursday.
Atlassian's AI-powered service products have crossed $1 billion in annualized revenue.
KEY POINTS
- 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
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