Bird.com

NEW YORK and AMSTERDAM , Sept. P. Morgan, and unveiled a revamped Agentic Harness platform that now lets AI agents send messages, place calls, manage email, and even get their own eSIM phone plan on Bird's network without custom integration. The platform forms part of Bird's broader repositioning to serve the growing agent economy as the company accelerates its push into the US. This follows a two-year period during which the company continued to grow, generated $165 million EBITDA in 2025 and extensively automated its operations. Bird's headcount has fallen from more than 1,000 at its peak to 120 today, driven by extensive automation across the business rather than a retreat from the market.

The automation drive has resulted in higher productivity and lower prices for customers, with some channels costing 90% less than competitors. com, said: " This is the direction the global economy is heading in, and we as a company have demonstrated how automation can work. We didn't automate to cut headcount, we did it to become more productive, and the headcount came down as a result." "Half the apps on your phone rely on our infrastructure, and yet we're running this business at a fraction of the size we used to be. You can't do that unless you're automated in a way that would have sounded crazy a few years ago.

" The $450 million financing comprises a $400 million term loan and $50 million revolving credit facility. It is structured as a dividend recapitalization, providing liquidity to Bird's existing shareholders, including current and former employees with equity in the company. P. Morgan, Capital One and Citi . P. Morgan, said: "We're seeing significant growth in agentic AI, and we expect that to keep accelerating as agents transact and communicate on people's behalf. Bird has built a business combining scale, a lean operating model and sustained profitability.

Leading this financing reflects our confidence in Bird's fundamentals and in Robert's track record of running a highly efficient, profitable business as it takes on its next chapter." Bird's revamped platform includes a new layer — its Agentic Harness — specifically designed for AI agents to use Bird's products via the technical protocols they rely on to connect to software, with full access to create, update and manage information across Bird's systems on their own, so no human needs to log in. Operational mechanics that previously had to be handled manually by developers, including how message delivery differs by country and how to reach an inbox differently depending on the provider, can now be executed without a human in the loop.

Agents' ability to manage the Harness end-to-end is a significant differentiator versus competitors such as Twilio where agents' access is more limited. Further, the platform connects to multiple major AI models rather than a single one, giving Bird's customers enormous flexibility. Robert Vis added: "The world is filling up with AI agents. They can reason, plan and decide. But an agent that can't send the email, fire the text or pick up the phone never actually achieves anything.