Twilio Inc.

NYSE:TWLO Voorraadrapport

Marktkapitalisatie: US$28.8b

Twilio Beheer

Beheer criteriumcontroles 3/4

De CEO Twilio is Khozema Shipchandler, benoemd in Jan2024, heeft een ambtstermijn van 2.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 24.29M, bestaande uit 4.5% salaris en 95.5% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.16% van de aandelen van het bedrijf, ter waarde $ 44.75M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.2 jaar en 4.5 jaar.

Belangrijke informatie

Khozema Shipchandler

Algemeen directeur

US$24.3m

Totale compensatie

Percentage CEO-salaris4.53%
Dienstverband CEO2.3yrs
Eigendom CEO0.2%
Management gemiddelde ambtstermijn3.2yrs
Gemiddelde ambtstermijn bestuur4.5yrs

Recente managementupdates

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 CEO-vergoeding

Hoe is Khozema Shipchandler's beloning veranderd ten opzichte van Twilio's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 24.29M ) Khozema } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.58M ).

Compensatie versus inkomsten: De vergoeding van Khozema is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.

CEO

Khozema Shipchandler (51 yo)

2.3yrs
Tenure
US$24,291,917
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Khozema Shipchandler
CEO & Director2.3yrsUS$24.29m0.16%
$ 44.8m
Aidan Viggiano
Chief Financial Officer4yrsUS$9.54m0.086%
$ 24.8m
Christy Lake
Chief Administrative Officerno datageen gegevensgeen gegevens
Bryan Vaniman
Senior Vice President of Corporate Developmentno datageen gegevensgeen gegevens
Chris Koehler
Chief Marketing Officer2yrsgeen gegevensgeen gegevens
Amy Holcroft
Chief Privacy Officer4.1yrsgeen gegevensgeen gegevens
Thomas Wyatt
Chief Revenue Officerno datageen gegevensgeen gegevens
Inbal Shani
Chief Product Officerno datageen gegevensgeen gegevens
Robin Grochol
Vice President of Productno datageen gegevensgeen gegevens
Rodney Nelson
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Andy O'Dower
Vice President of Product for Video & Voiceno datageen gegevensgeen gegevens
3.2yrs
Gemiddelde duur
50yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van TWLO wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.2 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Khozema Shipchandler
CEO & Director2.3yrsUS$24.29m0.16%
$ 44.8m
Jeffrey Immelt
Independent Director6.9yrsUS$322.61k0.023%
$ 6.5m
Jeffrey Epstein
Independent Chairman of the Board8.8yrsUS$430.45k0.043%
$ 12.5m
Donna Dubinsky
Independent Director7.4yrsUS$308.78k0.015%
$ 4.2m
Deval Patrick
Independent Director5.3yrsUS$308.78k0.012%
$ 3.5m
Miyuki Suzuki
Independent Director3.8yrsUS$312.66k0.012%
$ 3.3m
Erika Rottenberg
Independent Director9.9yrsUS$314.72k0.023%
$ 6.6m
Andrew Stafman
Independent Director2.2yrsUS$315.63k0.0024%
$ 696.6k
Douglas Robinson
Independent Directorless than a yeargeen gegevensgeen gegevens
Charles Bell
Independent Director3.2yrsUS$315.63kgeen gegevens
4.5yrs
Gemiddelde duur
67yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van TWLO wordt beschouwd als ervaren (gemiddelde ambtstermijn 4.5 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/05 01:23
Aandelenkoers aan het einde van de dag2026/05/05 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Twilio Inc. wordt gevolgd door 41 analisten. 28 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
James KelleherArgus Research Company
William PowerBaird
Peter WeedBernstein