Twilio 경영진
경영진 기준 점검 3/4
Twilio CEO는 Khozema Shipchandler, Jan2024 에 임명되었습니다 의 임기는 2.42 년입니다. 총 연간 보상은 $24.29M, 4.5% 급여 및 95.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $43.85M 가치에 해당하는 회사 주식의 0.16% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.3 년과 4.6 년입니다.
핵심 정보
Khozema Shipchandler
최고경영자
US$24.3m
총 보수
| CEO 급여 비율 | 4.53% |
| CEO 재임 기간 | 2.4yrs |
| CEO 지분 보유율 | 0.2% |
| 경영진 평균 재임 기간 | 3.3yrs |
| 이사회 평균 재임 기간 | 4.6yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 17
TWLO: AI Customer Engagement Platform And Console Adoption Will Shape Future Upside
Twilio's analyst price target in this framework is updated to $255 from $250, with analysts pointing to the role of AI powered customer engagement, strengthening gross profit trends, and early traction from the integrated Twilio Console as key supports for the new estimate. Analyst Commentary Recent Street research on Twilio centers on how the stock is being re-rated around AI powered customer engagement, gross profit trends, and the roll out of the integrated Twilio Console.Seeking Alpha • Jun 10
Twilio: Massive AI Premium (Rating Downgrade)
Summary Twilio has experienced a sharp share price surge, fueled by accelerating organic revenue growth from its agentic AI offerings and soaring investor optimism about AI. TWLO raised its FY 2026 guidance to 14-15% top-line growth and $1.08–$1.10B free cash flow, reflecting robust AI-driven momentum and high customer retention rates. Despite operational momentum, TWLO now trades at a significant valuation premium—59% above the SaaS industry group average P/E—prompting concerns about upside exhaustion. I believe TWLO is more than fully valued, and profit-taking is warranted. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 03
TWLO: Lofty AI Expectations Will Test Sustained Console Execution Risk
The updated Twilio narrative lifts the fair value estimate from $104.90 to $134.44, reflecting a higher implied future P/E of 64.94 and a lower discount rate. Analysts point to accelerating gross profit dollar growth and growing confidence in the integrated Twilio Console as key supports for higher Street price targets that have moved toward $235.내러티브 업데이트 • May 14
TWLO: AI Engagement And Enterprise Voice Adoption Will Shape Future Upside Narrative
Twilio's updated analyst fair value moves from $185.00 to $250.00. This reflects analysts' use of a slightly lower discount rate, higher projected revenue growth and profit margins, and a higher assumed future P/E multiple following a broad wave of recent price target increases and upgrades across the Street.분석 기사 • May 08
The Strong Earnings Posted By Twilio (NYSE:TWLO) Are A Good Indication Of The Strength Of The Business
Twilio Inc. ( NYSE:TWLO ) recently posted some strong earnings, and the market responded positively. We have done some...내러티브 업데이트 • Apr 30
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.내러티브 업데이트 • Apr 15
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.내러티브 업데이트 • Apr 01
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.내러티브 업데이트 • Mar 18
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.내러티브 업데이트 • Mar 04
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.
내러티브 업데이트 • Feb 18
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.내러티브 업데이트 • Feb 04
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.내러티브 업데이트 • Jan 21
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.내러티브 업데이트 • Jan 06
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.분석 기사 • Jan 05
Twilio (NYSE:TWLO) Is Doing The Right Things To Multiply Its Share Price
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...내러티브 업데이트 • Dec 14
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.내러티브 업데이트 • Nov 30
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.내러티브 업데이트 • Nov 16
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.분석 기사 • Nov 04
Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 32%
Twilio Inc. ( NYSE:TWLO ) shares have had a really impressive month, gaining 32% after a shaky period beforehand...내러티브 업데이트 • Oct 31
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.내러티브 업데이트 • Sep 04
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.분석 기사 • Aug 15
We Think Twilio's (NYSE:TWLO) Profit Is Only A Baseline For What They Can Achieve
NYSE:TWLO 1 Year Share Price vs Fair Value Explore Twilio's Fair Values from the Community and select yours Even though...분석 기사 • Jul 29
Twilio Inc. (NYSE:TWLO) Shares Could Be 24% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for Twilio is US$172 based on 2 Stage Free Cash Flow to Equity Twilio's US$132...분석 기사 • Jul 16
These 4 Measures Indicate That Twilio (NYSE:TWLO) Is Using Debt Safely
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Jun 21
Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
Let's talk about the popular Twilio Inc. ( NYSE:TWLO ). The company's shares saw a significant share price rise of 43...새로운 내러티브 • May 26
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.새로운 내러티브 • Apr 26
Overvalued
Lack of consistent profitability and predictable earnings.Seeking Alpha • Apr 24
Twilio Remains Interesting, But Not Attractive Enough To Buy
Summary Twilio's shares have surged 39% since September, but despite impressive growth, the company's valuation and worsening net cash position warrant maintaining a 'hold' rating. Revenue growth is driven by the Communications segment, with a 12% increase to $1.12 billion in the latest quarter, despite a slight decline in Segment operations. Profitability metrics have improved significantly, yet the company's EV to EBITDA multiple of 73.1 and heavy stock-based compensation make it less attractive. The company's net cash position has declined due to significant stock buybacks, and I believe that capital could be better utilized for growth initiatives. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Twilio: The New Age Of (GAAP) Profits
Summary Twilio has seen revenue growth accelerate to double digits and significant progress on profitability. The market may be forgetting management's ambitious medium term guidance given just in January. The company is poised to sustain GAAP profitability this year. I reiterate my buy rating for the stock. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Twilio: Further Upside Ahead As Profitability Inflection Continues
Summary Twilio has transitioned from a growth-at-any-cost model to a balanced approach that includes profitability and operational efficiency. Market leader in CPaaS; now with multiple activists on the scene and a new CEO implementing a shareholder-friendly agenda. Despite share appreciation in past year, current valuation is still attractive as free cash flow ramps to FY27. Read the full article on Seeking AlphaSeeking Alpha • Feb 18
Twilio: A Warranted Pullback (Rating Upgrade)
Summary Twilio's Q4 report showed solid improvement in key metrics, with revenue growth accelerating from previous quarters. Key metrics improved across the board, highlighted by strong customer growth and an increase in the dollar-based net expansion rate. Shares pulled back as a lack of a revenue guidance increase for 2025 led investors to sell into a tremendous recent rally. Read the full article on Seeking AlphaSeeking Alpha • Jan 29
Twilio: Time For Some Caution (Rating Downgrade)
Summary Twilio's shares have surged over 32% in five weeks, partially thanks to preliminary Q4 2024 revenues that were better than expected. The company's Investor Day outlined targets for the next three years, but rising street estimates may cap future upside guidance surprises. The new $2 billion buyback plan may not fully offset stock-based compensation, potentially increasing the share count in the near term. Read the full article on Seeking AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$104m |
| Dec 31 2025 | US$24m | US$1m | US$34m |
| Sep 30 2025 | n/a | n/a | US$67m |
| Jun 30 2025 | n/a | n/a | US$20m |
| Mar 31 2025 | n/a | n/a | -US$34m |
| Dec 31 2024 | US$27m | US$1m | -US$109m |
| Sep 30 2024 | n/a | n/a | -US$462m |
| Jun 30 2024 | n/a | n/a | -US$594m |
| Mar 31 2024 | n/a | n/a | -US$729m |
| Dec 31 2023 | US$14m | US$1m | -US$1b |
| Sep 30 2023 | n/a | n/a | -US$879m |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$30m | US$1m | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$1b |
| Jun 30 2022 | n/a | n/a | -US$1b |
| Mar 31 2022 | n/a | n/a | -US$965m |
| Dec 31 2021 | US$13m | US$744k | -US$950m |
| Sep 30 2021 | n/a | n/a | -US$838m |
| Jun 30 2021 | n/a | n/a | -US$731m |
| Mar 31 2021 | n/a | n/a | -US$603m |
| Dec 31 2020 | US$8m | US$622k | -US$491m |
| Sep 30 2020 | n/a | n/a | -US$402m |
| Jun 30 2020 | n/a | n/a | -US$373m |
| Mar 31 2020 | n/a | n/a | -US$365m |
| Dec 31 2019 | US$574k | US$567k | -US$307m |
보상 대 시장: Khozema의 총 보수(USD24.29M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M)보다 높습니다.
보상과 수익: Khozema의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Khozema Shipchandler (52 yo)
2.4yrs
재임 기간
US$24,291,917
보수
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...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 2.4yrs | US$24.29m | 0.16% $ 43.9m | |
| Chief Financial Officer | 4.1yrs | US$9.54m | 0.084% $ 23.7m | |
| Chief Administrative Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Corporate Development | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | 2.1yrs | 데이터 없음 | 데이터 없음 | |
| Chief Privacy Officer | 4.2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Revenue Officer | no data | 데이터 없음 | 데이터 없음 | |
| Chief Product Officer | no data | 데이터 없음 | 데이터 없음 | |
| Corporate Secretary | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Product | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| Vice President of Product for Video & Voice | no data | 데이터 없음 | 데이터 없음 |
3.3yrs
평균 재임 기간
51yo
평균 나이
경험이 풍부한 관리: TWLO의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.3 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 2.4yrs | US$24.29m | 0.16% $ 43.9m | |
| Independent Director | 7yrs | US$322.61k | 0.022% $ 6.4m | |
| Independent Chairman of the Board | 8.9yrs | US$430.45k | 0.017% $ 4.9m | |
| Independent Director | 7.5yrs | US$308.78k | 0.0036% $ 1.0m | |
| Independent Director | 5.4yrs | US$308.78k | 0.0014% $ 384.3k | |
| Independent Director | 3.8yrs | US$312.66k | 0.0092% $ 2.6m | |
| Independent Director | 10yrs | US$314.72k | 0.020% $ 5.8m | |
| Independent Director | 2.3yrs | US$315.63k | 0.0045% $ 1.3m | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 3.3yrs | US$315.63k | 데이터 없음 |
4.6yrs
평균 재임 기간
68yo
평균 나이
경험이 풍부한 이사회: TWLO의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.6 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/21 08:41 |
| 종가 | 2026/06/18 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Twilio Inc.는 42명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Peter Weed | Bernstein |