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)
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.”
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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)
![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)]()
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May 03, 2026
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