Industry
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 (Jason Lemkin/SaaStr)
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
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 | 2026-05-03