This is worrying. We're using Twilio in my app - they've been good to us so far, certainly very friendly and helpful. The service has been spotty at times, but mostly reliable. Most of our customers are based in U.S./Canada, and all paying customers are; we also had a backup SMS delivery built recently. However, providing absolutely no notice (didn't seem like I missed an email from them) of such a significant change in service certainly isn't a good way to go about this.