Twilio Inc.

NYSE:TWLO Stock Report

Market Cap: US$14.8b

Twilio Management

Management criteria checks 4/4

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 $5.32M. The average tenure of the management team and the board of directors is 2.5 years and 3.8 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 tenure2.5yrs
Board average tenure3.8yrs

Recent management updates

Recent updates

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

Twilio: Rising From Potential Shareholder Activism

May 31

Is Twilio Stock A Good Long-Term Investment?

May 24

Twilio: Be Careful What You Ask For

Feb 21

Twilio: Strong Buy While The Market Is Looking The Other Way

Jan 10

Twilio sinks 6%, nears 52-week low as market weakness persists

Dec 22

Twilio: Time To Buy The Dip

Dec 09

Is There Now An Opportunity In Twilio Inc. (NYSE:TWLO)?

Nov 23
Is There Now An Opportunity In Twilio Inc. (NYSE:TWLO)?

Twilio launches healthcare and life sciences business segment

Nov 14

Twilio Non-GAAP EPS of -$0.27 beats by $0.08, revenue of $983M

Nov 03

Twilio: Temporary Headwinds In Q3 2022 - Management Promises Profitability By FY2023

Oct 28

Twilio (NYSE:TWLO) Is Using Debt Safely

Oct 24
Twilio (NYSE:TWLO) Is Using Debt Safely

Twilio: Now A Buy

Oct 16

Twilio turns higher as it looks to cut 11% of workforce, reaffirms guidance

Sep 14

What To Expect From Twilio After The Crash

Sep 07

Why Okta, (NASDAQ:OKTA) Twilio (NYSE:TWLO) and Akamai (NASDAQ:AKAM) May Fit Together in the Authentication Segment

Sep 01
Why Okta, (NASDAQ:OKTA) Twilio (NYSE:TWLO) and Akamai (NASDAQ:AKAM) May Fit Together in the Authentication Segment

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 ($USD14.12M) is about average for companies of similar size in the US market ($USD12.73M).

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%
$ 5.3m
Aidan Viggiano
Chief Financial Officer2.5yrsUS$15.50m0.11%
$ 16.5m
Dana Wagner
Chief Legal Officer2.9yrsUS$7.12m0.039%
$ 5.8m
John Wolthuis
Co-Founder & Board Observer16.8yrsno 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 Officer4.6yrsno datano data
Amy Holcroft
Chief Privacy Officer2.6yrsno 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

2.5yrs

Average Tenure

49.5yo

Average Age

Experienced Management: TWLO's management team is considered experienced (2.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Khozema Shipchandler
CEO & Directorless than a yearUS$14.12m0.036%
$ 5.3m
John Wolthuis
Co-Founder & Board Observerno datano datano data
Jeffrey Immelt
Independent Director5.4yrsUS$340.37k0.019%
$ 2.9m
Jeffrey Epstein
Independent Chairman of the Board7.3yrsUS$390.05k0.039%
$ 5.8m
Donna Dubinsky
Independent Director5.9yrsUS$332.74k0.014%
$ 2.1m
Deval Patrick
Independent Director3.8yrsUS$318.79k0.0093%
$ 1.4m
Miyuki Suzuki
Independent Director2.3yrsUS$329.52k0.0092%
$ 1.4m
Erika Rottenberg
Independent Director8.4yrsUS$345.81k0.024%
$ 3.5m
Andrew Stafman
Independent Directorless than a yearno datano data
Charles Bell
Independent Director1.7yrsUS$636.40kno data

3.8yrs

Average Tenure

66.5yo

Average Age

Experienced Board: TWLO's board of directors are considered experienced (3.8 years average tenure).