Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$20.1b

Twilio Management

Management criteria checks 2/4

Twilio's CEO is Khozema Shipchandler, appointed in Jan 2024, has a tenure of 1.5 years. total yearly compensation is $27.21M, comprised of 4% salary and 96% bonuses, including company stock and options. directly owns 0.16% of the company’s shares, worth $32.52M. The average tenure of the management team and the board of directors is 2.3 years and 4.5 years respectively.

Key information

Khozema Shipchandler

Chief executive officer

US$27.2m

Total compensation

CEO salary percentage4.04%
CEO tenure1.5yrs
CEO ownership0.2%
Management average tenure2.3yrs
Board average tenure4.5yrs

Recent management updates

Recent updates

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

Twilio: Catalysts Propel AI Messaging Growth

Jul 01

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

Jun 21
Is It Too Late To Consider Buying Twilio Inc. (NYSE:TWLO)?
author-image

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
author-image

Overvalued

Lack of consistent profitability and predictable earnings.

Twilio Remains Interesting, But Not Attractive Enough To Buy

Apr 24

Is There An Opportunity With Twilio Inc.'s (NYSE:TWLO) 47% Undervaluation?

Apr 20
Is There An Opportunity With Twilio Inc.'s (NYSE:TWLO) 47% Undervaluation?

Twilio: The New Age Of (GAAP) Profits

Mar 24

Is Twilio (NYSE:TWLO) Using Too Much Debt?

Mar 17
Is Twilio (NYSE:TWLO) Using Too Much Debt?

Twilio: Further Upside Ahead As Profitability Inflection Continues

Feb 24

Twilio: A Warranted Pullback (Rating Upgrade)

Feb 18

When Should You Buy Twilio Inc. (NYSE:TWLO)?

Feb 10
When Should You Buy Twilio Inc. (NYSE:TWLO)?

Twilio: Time For Some Caution (Rating Downgrade)

Jan 29

Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 27%

Jan 28
Subdued Growth No Barrier To Twilio Inc. (NYSE:TWLO) With Shares Advancing 27%

Twilio: Growth Challenges Keep Me Neutral

Jan 23

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

Dec 23

Estimating The Fair Value Of Twilio Inc. (NYSE:TWLO)

Dec 23
Estimating The Fair Value Of Twilio Inc. (NYSE:TWLO)

Twilio (NYSE:TWLO) Has Debt But No Earnings; Should You Worry?

Dec 10
Twilio (NYSE:TWLO) Has Debt But No Earnings; Should You Worry?

Twilio Is 70% Up In 3 Months -- There May Be More To Go

Nov 22

Twilio: Strong Rally Dispelled Unjustified Fears

Oct 22

Twilio's Message: Disrupt Or Die

Sep 16

Twilio: A Solid Cloud Growth Investment

Aug 16

Twilio: This Is Now A Free Cash Flow Story (Rating Upgrade)

Aug 09

Twilio: Elusive Growth Overshadowed By Monster Share Repurchase Program

Jul 09

Twilio: As Stock Continues Receding, A Buy Point Emerges (Rating Upgrade)

Jun 08

Twilio: Reinvigorating The Business (Rating Upgrade)

May 08

Twilio: Valuation Now Attractive (Rating Upgrade)

Apr 17

Twilio: The 'Growth Story' Needs A Comeback To Drive Investor Confidence

Apr 09

Twilio: A Crisis Continues

Feb 27

Twilio: A Rare Value Stock In The Tech Sector

Jan 23

Twilio: Headcount Reductions Expose Fading Growth Momentum (Downgrade)

Dec 24

Twilio: Q3 Was Not Good Enough

Dec 07

Twilio Has A Growth Problem (Rating Downgrade)

Nov 21

Twilio: Revenue Growth Problem Remains (Ratings Upgrade)

Nov 09

Twilio: Deep Value Tech Stock With 30% Net Cash, Expanding Margins, And Share Buybacks

Oct 29

Twilio: A Micro-Microsoft

Oct 19

Twilio: Market Pessimism Is Exactly Why Buyers Should Load Up Now

Sep 25

Twilio: Growth Acceleration Likely To Come

Sep 13

Twilio's Business Is Simply Growing Too Slow

Aug 24

Twilio: Rapid Growth To Profitable Growth

Aug 02

Twilio: Analyzing Revenue Trends

Jul 24

Twilio: Still Cheap Even After Activist-Driven Rally

Jun 23

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 ($USD27.21M) is above average for companies of similar size in the US market ($USD13.61M).

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

CEO

Khozema Shipchandler (51 yo)

1.5yrs
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 & Director1.5yrsUS$27.21m0.16%
$ 32.5m
Aidan Viggiano
Chief Financial Officer3.2yrsUS$10.39m0.097%
$ 19.5m
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 Officer1.2yrsno datano data
Amy Holcroft
Chief Privacy Officer3.3yrsno 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: TWLO's management team is considered experienced (2.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Director1.5yrsUS$27.21m0.16%
$ 32.5m
Jeffrey Immelt
Independent Director6.1yrsUS$313.76k0.021%
$ 4.2m
Jeffrey Epstein
Independent Chairman of the Board8yrsUS$391.17k0.041%
$ 8.3m
Donna Dubinsky
Independent Director6.6yrsUS$301.89k0.016%
$ 3.2m
Deval Patrick
Independent Director4.5yrsUS$298.10k0.011%
$ 2.1m
Miyuki Suzuki
Independent Director2.9yrsUS$303.65k0.010%
$ 2.0m
Erika Rottenberg
Independent Director9.1yrsUS$313.00k0.022%
$ 4.5m
Andrew Stafman
Independent Director1.3yrsUS$646.81k0.0024%
$ 482.5k
Charles Bell
Independent Director2.3yrsUS$302.94kno data
4.5yrs
Average Tenure
67.5yo
Average Age

Experienced Board: TWLO's board of directors are considered experienced (4.5 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/07/25 21:58
End of Day Share Price 2025/07/25 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. 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