Twilio Inc.

BOVESPA:T1WL34 Stock Report

Market Cap: R$103.5b

Twilio Management

Management criteria checks 2/4

Twilio's CEO is Khozema Shipchandler, appointed in Jan 2024, has a tenure of 1.42 years. total yearly compensation is $27.21M, comprised of 4% salary and 96% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth R$190.23M. The average tenure of the management team and the board of directors is 2.3 years and 4.4 years respectively.

Key information

Khozema Shipchandler

Chief executive officer

US$27.2m

Total compensation

CEO salary percentage4.04%
CEO tenure1.4yrs
CEO ownership0.2%
Management average tenure2.3yrs
Board average tenure4.4yrs

Recent management updates

Recent updates

CEO Compensation Analysis

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

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 ($USD27.21M) is above average for companies of similar size in the BR market ($USD5.56M).

Compensation vs Earnings: Khozema's compensation has increased whilst the company is unprofitable.

CEO

Khozema Shipchandler (51 yo)

1.4yrs
Tenure
US$27,210,463
Compensation

Mr. Khozema Z. Shipchandler is an Advisor at NewView Capital Management, LLC. He served as Independent Director of Smartsheet Inc. since June 2023 until 2025. He has been Director of SendGrid Inc. since Fe...

Leadership Team

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Director1.4yrsUS$27.21m0.18%
R$ 190.2m
Aidan Viggiano
Chief Financial Officer3.1yrsUS$10.39m0.11%
R$ 111.2m
Ivy Grant
SVP of Strategy & Operationsno datano datano data
Christy Lake
Chief Administrative Officerno datano datano data
Bryan Vaniman
Senior Vice President of Corporate Developmentno datano datano data
Chris Koehler
Chief Marketing Officer1.1yrsno datano data
Amy Holcroft
Chief Privacy Officer3.2yrsno datano data
Thomas Wyatt
Chief Revenue Officerno datano datano data
Inbal Shani
Chief Product Officerno datano datano data
Robin Grochol
Vice President of Productno datano datano data
2.3yrs
Average Tenure
50yo
Average Age

Experienced Management: T1WL34's management team is considered experienced (2.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Director1.4yrsUS$27.21m0.18%
R$ 190.2m
Jeffrey Immelt
Independent Director6yrsUS$313.76k0.020%
R$ 21.2m
Jeffrey Epstein
Independent Chairman of the Board7.9yrsUS$391.17k0.017%
R$ 18.0m
Donna Dubinsky
Independent Director6.5yrsUS$301.89k0.0062%
R$ 6.4m
Deval Patrick
Independent Director4.4yrsUS$298.10k0.0014%
R$ 1.4m
Miyuki Suzuki
Independent Director2.8yrsUS$303.65k0.0082%
R$ 8.5m
Erika Rottenberg
Independent Director9yrsUS$313.00k0.025%
R$ 25.5m
Andrew Stafman
Independent Director1.3yrsUS$646.81k0.0024%
R$ 2.5m
Charles Bell
Independent Director2.3yrsUS$302.94kno data
4.4yrs
Average Tenure
67.5yo
Average Age

Experienced Board: T1WL34's board of directors are considered experienced (4.4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/06/08 11:54
End of Day Share Price 2025/06/06 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

Analyst Sources

Twilio Inc. is covered by 47 analysts. 28 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