Twilio Inc.

NYSE:TWLO Rapport sur les actions

Capitalisation boursière : US$27.8b

Twilio Gestion

Gestion contrôle des critères 3/4

Le PDG Twilio est Khozema Shipchandler, nommé en Jan2024, a un mandat de 2.33 ans. La rémunération annuelle totale est $ 24.29M, composée du salaire de 4.5% et des bonus 95.5%, y compris les actions et options de la société. détient directement 0.16% des actions de la société, d'une valeur de $ 43.26M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.2 ans et 4.5 ans.

Informations clés

Khozema Shipchandler

Directeur général

US$24.3m

Rémunération totale

Pourcentage du salaire du PDG4.53%
Durée du mandat du directeur général2.3yrs
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction3.2yrs
Durée moyenne du mandat des membres du conseil d'administration4.5yrs

Mises à jour récentes de la gestion

Recent updates

Twilio: AI Deals Are Changing This Company's Growth Trajectory

May 01

TWLO: AI Engagement Promise Will Face Ongoing Execution And Profitability Risks

The analyst price target for Twilio has moved higher to reflect a fair value shift from $100.00 to about $104.90, as analysts cite increased targets from several firms and a stronger long-term role for Twilio in AI-driven customer engagement across messaging, voice, and identity. Analyst Commentary Recent Street research around Twilio has been active on both sides, with several firms lifting price targets and issuing upgrades, while others have trimmed targets or taken a more cautious tone on execution and growth expectations.

TWLO: AI Engagement And Enterprise Voice Adoption Will Drive Future Upside

Twilio's updated analyst price target has edged up to about $185, with analysts pointing to slightly stronger long term growth and margin assumptions, supported by recent upgrades highlighting its role in AI driven customer engagement. Analyst Commentary Recent research points to a more constructive tone around Twilio, with several bullish analysts highlighting the company’s role in AI driven customer engagement and its potential to move further up the technology stack.

TWLO: AI Agents And Enterprise Voice Are Expected To Drive Upside

Twilio's updated analyst price target is effectively unchanged at about $185, as analysts balance more cautious P/E and fair value inputs with optimism around AI agent adoption, enterprise voice traction, and the company's role in AI-driven customer engagement. Analyst Commentary Bullish analysts are highlighting Twilio's role in AI driven customer engagement, with several research notes pointing to the company as an important software provider for messaging and voice, and as a platform that can support AI orchestration and identity services.

TWLO: AI Engagement And Orchestration Are Expected To Drive Future Upside

Analysts are maintaining a fair value estimate of $185.00 for Twilio, with only slight tweaks to growth, margin and discount rate assumptions. Recent price target changes on the Street reflect differing views on how quickly AI use cases and enterprise adoption could influence the story.

TWLO: AI Engagement And Margin Progress Are Expected To Drive Future Upside

Our updated narrative trims Twilio's fair value estimate to $185 from $194.38, reflecting a mix of lower modeled future P/E and a slightly higher discount rate, even as analysts highlight AI related demand, stronger organic growth, and expanding margins as key supports for the story and recent price target revisions around the $155 to $160 range. Analyst Commentary Recent Street research on Twilio has leaned constructive, with several bullish analysts highlighting AI exposure, execution on organic growth, and margin progress as key supports for current valuations and updated price targets in the mid US$150 range.

TWLO: Future Performance Will Reflect Strengthening Organic Growth And Execution Confidence

The updated analyst price target for Twilio is now about $5 higher than before, as analysts factor in recent research that highlights strong Q4 execution, improving organic growth expectations, and a more balanced view on long term profitability and valuation multiples. Analyst Commentary Recent research on Twilio reflects a mix of optimism about execution and growth, alongside more conservative adjustments to valuation targets.

TWLO: Fair Outlook Balances Raised Expectations With Execution And Conviction Risks

Analysts have lifted their fair value estimate for Twilio to US$100.00 from US$85.91, citing updated assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as some firms adjust their conviction lists around the name. Analyst Commentary The latest research around Twilio reflects a mix of optimism on long term fundamentals and pockets of caution on execution and valuation.

TWLO: Improved Execution And Partnerships Are Expected To Support Stronger Future Returns

Twilio's updated fair value estimate has inched up to US$194.38 from US$192.44 as analysts incorporate slightly higher long term growth and margin assumptions, reflected in recent price target increases and more constructive post earnings commentary. Analyst Commentary Bullish analysts are framing the recent fair value move in the context of a more constructive view on Twilio's execution and longer term growth path, citing recent price target changes and post earnings commentary.

TWLO: Improved Execution And Communication Will Support Stronger Future Share Performance

Analysts have lifted their implied fair value estimate for Twilio from about US$175 to roughly US$192, reflecting updated assumptions on growth, margins and future P/E, and pointing to recent Street research that describes the company as "sounding better than expected" following its latest earnings report. Analyst Commentary JPMorgan lifted its price target on Twilio shares from US$140 to US$145 after the latest earnings update, while maintaining an Overweight stance and describing the company as "sounding better than expected." This move sits alongside broader bullish analyst commentary that is increasingly focused on how execution and profitability assumptions tie back to fair value.

Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price

Jan 05
Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price

TWLO: Voice AI And RCS Momentum Will Drive Stronger Share Performance

Analysts modestly raised their Twilio fair value estimate to $175 from $170, citing improving post earnings sentiment, a supportive revenue outlook driven by growing voice AI and RCS infrastructure demand, and resilient profitability expectations despite a slightly higher discount rate. Analyst Commentary Bullish analysts highlighted that the latest earnings update reinforced confidence in Twilio's execution, prompting upward revisions to price targets and reaffirmation of positive ratings.

TWLO: Future Performance Will Reflect Rising Confidence in Voice AI Momentum

Analysts have raised their price target for Twilio by $5 to $145, citing improving company performance, positive AI infrastructure tailwinds, and growing confidence in Twilio's ability to sustain profitable growth. Analyst Commentary Recent research updates reflect predominantly constructive sentiment toward Twilio, emphasizing improvements in performance, valuation, and prospects for growth.

TWLO: Improving Earnings Outlook and Voice AI Momentum Will Shape Future Performance

Twilio's analyst price target has been raised from $135.25 to $138.04, with analysts citing the company's improving earnings outlook, growing voice AI momentum, and a stronger outlook for profitable growth as key drivers of the upward revision. Analyst Commentary Recent updates from major research firms and analysts have underscored a shift in sentiment around Twilio's performance and prospects.

Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%

Nov 04
Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%

TWLO: Voice AI Momentum And Free Cash Flow Will Drive Measured Gains

Analysts have raised their fair value estimate for Twilio from $130.88 to $135.25. They cite an improved company outlook following strong earnings, growing voice AI momentum, and expectations for sustained free cash flow generation.

AI Communications And Global Expansion Will Unlock Emerging Markets

Analysts have reiterated their confidence in Twilio’s long-term growth, AI-driven product enhancements, and upcoming pricing tailwinds, reinforcing its sector leadership and raising growth expectations, though the consensus price target decreased marginally from $131.31 to $130.88. Analyst Commentary Increased confidence in Twilio's ability to deliver durable, double-digit growth rates.

We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve

Aug 15
We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve

Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate

Jul 29
Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate

These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely

Jul 16
These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely

Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?

Jun 21
Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
User avatar

Omnichannel Digital Communication And AI Integration Will Transform Global Markets

Strong adoption of AI-driven, omnichannel communications and API integration positions Twilio as essential infrastructure with expanding global reach and recurring revenue.

What Twilio Inc.'s (NYSE:TWLO) 28% Share Price Gain Is Not Telling You

May 13
What Twilio Inc.'s (NYSE:TWLO) 28% Share Price Gain Is Not Telling You

Overvalued

Lack of consistent profitability and predictable earnings.

Twilio Remains Interesting, But Not Attractive Enough To Buy

Apr 24

Twilio: The New Age Of (GAAP) Profits

Mar 24

Twilio: Further Upside Ahead As Profitability Inflection Continues

Feb 24

Twilio: A Warranted Pullback (Rating Upgrade)

Feb 18

Twilio: Time For Some Caution (Rating Downgrade)

Jan 29

Twilio: Growth Challenges Keep Me Neutral

Jan 23

Twilio's Pullback Is Warranted After The Extreme Rally - Buy The Dip

Dec 23

Analyse de la rémunération des PDG

Comment la rémunération de Khozema Shipchandler a-t-elle évolué par rapport aux bénéfices de Twilio?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$104m

Dec 31 2025US$24mUS$1m

US$34m

Sep 30 2025n/an/a

US$67m

Jun 30 2025n/an/a

US$20m

Mar 31 2025n/an/a

-US$34m

Dec 31 2024US$27mUS$1m

-US$109m

Sep 30 2024n/an/a

-US$462m

Jun 30 2024n/an/a

-US$594m

Mar 31 2024n/an/a

-US$729m

Dec 31 2023US$14mUS$1m

-US$1b

Sep 30 2023n/an/a

-US$879m

Jun 30 2023n/an/a

-US$1b

Mar 31 2023n/an/a

-US$1b

Dec 31 2022US$30mUS$1m

-US$1b

Sep 30 2022n/an/a

-US$1b

Jun 30 2022n/an/a

-US$1b

Mar 31 2022n/an/a

-US$965m

Dec 31 2021US$13mUS$744k

-US$950m

Sep 30 2021n/an/a

-US$838m

Jun 30 2021n/an/a

-US$731m

Mar 31 2021n/an/a

-US$603m

Dec 31 2020US$8mUS$622k

-US$491m

Sep 30 2020n/an/a

-US$402m

Jun 30 2020n/an/a

-US$373m

Mar 31 2020n/an/a

-US$365m

Dec 31 2019US$574kUS$567k

-US$307m

Rémunération vs marché: La rémunération totale de Khozema ($USD 24.29M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).

Rémunération et revenus: La rémunération de Khozema a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.

PDG

Khozema Shipchandler (51 yo)

2.3yrs
Titularisation
US$24,291,917
Compensation

Mr. Khozema Z. Shipchandler serves as Senior Advisor at NewView Capital Management, LLC. Previously, he was an Advisor at NewView Capital Management, LLC. He served as Independent Director of Smartsheet In...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Khozema Shipchandler
CEO & Director2.3yrsUS$24.29m0.16%
$ 43.3m
Aidan Viggiano
Chief Financial Officer4yrsUS$9.54m0.086%
$ 23.9m
Christy Lake
Chief Administrative Officerno datapas de donnéespas de données
Bryan Vaniman
Senior Vice President of Corporate Developmentno datapas de donnéespas de données
Chris Koehler
Chief Marketing Officer2yrspas de donnéespas de données
Amy Holcroft
Chief Privacy Officer4.1yrspas de donnéespas de données
Thomas Wyatt
Chief Revenue Officerno datapas de donnéespas de données
Inbal Shani
Chief Product Officerno datapas de donnéespas de données
Robin Grochol
Vice President of Productno datapas de donnéespas de données
Rodney Nelson
Vice President of Investor Relationsno datapas de donnéespas de données
Andy O'Dower
Vice President of Product for Video & Voiceno datapas de donnéespas de données
3.2yrs
Durée moyenne de l'emploi
50yo
Âge moyen

Gestion expérimentée: L'équipe de direction de TWLO est considérée comme expérimentée (ancienneté moyenne 3.2 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Khozema Shipchandler
CEO & Director2.3yrsUS$24.29m0.16%
$ 43.3m
Jeffrey Immelt
Independent Director6.9yrsUS$322.61k0.023%
$ 6.3m
Jeffrey Epstein
Independent Chairman of the Board8.8yrsUS$430.45k0.043%
$ 12.1m
Donna Dubinsky
Independent Director7.4yrsUS$308.78k0.015%
$ 4.0m
Deval Patrick
Independent Director5.3yrsUS$308.78k0.012%
$ 3.4m
Miyuki Suzuki
Independent Director3.8yrsUS$312.66k0.012%
$ 3.2m
Erika Rottenberg
Independent Director9.9yrsUS$314.72k0.023%
$ 6.3m
Andrew Stafman
Independent Director2.2yrsUS$315.63k0.0024%
$ 673.4k
Douglas Robinson
Independent Directorless than a yearpas de donnéespas de données
Charles Bell
Independent Director3.2yrsUS$315.63kpas de données
4.5yrs
Durée moyenne de l'emploi
67yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de TWLO sont considérés comme expérimentés (ancienneté moyenne 4.5 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/04 00:58
Cours de l'action en fin de journée2026/05/04 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Twilio Inc. est couverte par 41 analystes. 28 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
James KelleherArgus Research Company
William PowerBaird
Peter WeedBernstein