Twilio Inc.

BOVESPA:T1WL34 Stock Report

Market Cap: R$104.6b

Twilio Management

Management criteria checks 3/4

Twilio's CEO is Khozema Shipchandler, appointed in Jan 2024, has a tenure of less than a year. total yearly compensation is $14.12M, comprised of 7.8% salary and 92.2% bonuses, including company stock and options. directly owns 0.036% of the company’s shares, worth R$37.64M. The average tenure of the management team and the board of directors is 2.6 years and 3.9 years respectively.

Key information

Khozema Shipchandler

Chief executive officer

US$14.1m

Total compensation

CEO salary percentage7.8%
CEO tenureless than a year
CEO ownership0.04%
Management average tenure2.6yrs
Board average tenure3.9yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Khozema Shipchandler's remuneration changed compared to Twilio's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Sep 30 2019n/an/a

-US$264m

Jun 30 2019n/an/a

-US$203m

Mar 31 2019n/an/a

-US$135m

Dec 31 2018US$15mUS$78k

-US$122m

Compensation vs Market: Khozema's total compensation ($USD14.12M) is above average for companies of similar size in the BR market ($USD5.71M).

Compensation vs Earnings: Khozema's compensation has been consistent with company performance over the past year.

CEO

Khozema Shipchandler (50 yo)

less than a year

Tenure

US$14,120,579

Compensation

Mr. Khozema Z. Shipchandler is an Advisor at NewView Capital Management, LLC. He serves as Independent Director of Smartsheet Inc. since June 2023. He has been Director of SendGrid Inc. since February 1, 2...

Leadership Team

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Directorless than a yearUS$14.12m0.036%
R$ 37.6m
Aidan Viggiano
Chief Financial Officer2.6yrsUS$15.50m0.11%
R$ 114.0m
Dana Wagner
Chief Legal Officer3yrsUS$7.12m0.034%
R$ 35.1m
John Wolthuis
Co-Founder & Board Observer16.9yrsno datano data
Ivy Grant
SVP of Strategy & Operationsno datano datano data
Chris Koehler
Chief Marketing Officerless than a yearno datano data
Christy Lake
Chief People Officer4.7yrsno datano data
Amy Holcroft
Chief Privacy Officer2.7yrsno datano data
Thomas Wyatt
President of Twilio Segmentless than a yearno datano data
Inbal Shani
Chief Product Officerno datano datano data
Chris Nasson
Sr. Manager of Investor Relations & Treasuryno datano datano data

2.6yrs

Average Tenure

49.5yo

Average Age

Experienced Management: T1WL34's management team is considered experienced (2.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Directorless than a yearUS$14.12m0.036%
R$ 37.6m
John Wolthuis
Co-Founder & Board Observerno datano datano data
Jeffrey Immelt
Independent Director5.5yrsUS$340.37k0.019%
R$ 20.3m
Jeffrey Epstein
Independent Chairman of the Board7.4yrsUS$390.05k0.039%
R$ 41.0m
Donna Dubinsky
Independent Director6yrsUS$332.74k0.014%
R$ 15.0m
Deval Patrick
Independent Director3.9yrsUS$318.79k0.0093%
R$ 9.7m
Miyuki Suzuki
Independent Director2.3yrsUS$329.52k0.0092%
R$ 9.6m
Erika Rottenberg
Independent Director8.5yrsUS$345.81k0.024%
R$ 24.7m
Andrew Stafman
Independent Directorless than a yearno datano data
Charles Bell
Independent Director1.8yrsUS$636.40kno data

3.9yrs

Average Tenure

66.5yo

Average Age

Experienced Board: T1WL34's board of directors are considered experienced (3.9 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/17 04:21
End of Day Share Price 2024/12/17 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Twilio Inc. is covered by 47 analysts. 27 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
William PowerBaird
Ishan MajumdarBaptista Research