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 $5.96M. 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 percentage | 7.8% |
| CEO tenure | less than a year |
| CEO ownership | 0.04% |
| Management average tenure | 2.6yrs |
| Board average tenure | 3.9yrs |
Recent management updates
Recent updates
Twilio (NYSE:TWLO) Has Debt But No Earnings; Should You Worry?
Dec 10
Twilio Is 70% Up In 3 Months -- There May Be More To Go
Nov 22Twilio: Strong Rally Dispelled Unjustified Fears
Oct 22Twilio's Message: Disrupt Or Die
Sep 16Twilio: A Solid Cloud Growth Investment
Aug 16Twilio: This Is Now A Free Cash Flow Story (Rating Upgrade)
Aug 09Twilio: Elusive Growth Overshadowed By Monster Share Repurchase Program
Jul 09Twilio: As Stock Continues Receding, A Buy Point Emerges (Rating Upgrade)
Jun 08Twilio: Reinvigorating The Business (Rating Upgrade)
May 08Twilio: Valuation Now Attractive (Rating Upgrade)
Apr 17Twilio: The 'Growth Story' Needs A Comeback To Drive Investor Confidence
Apr 09Twilio: A Crisis Continues
Feb 27Twilio: A Rare Value Stock In The Tech Sector
Jan 23Twilio: Headcount Reductions Expose Fading Growth Momentum (Downgrade)
Dec 24Twilio: Q3 Was Not Good Enough
Dec 07Twilio Has A Growth Problem (Rating Downgrade)
Nov 21Twilio: Revenue Growth Problem Remains (Ratings Upgrade)
Nov 09Twilio: Deep Value Tech Stock With 30% Net Cash, Expanding Margins, And Share Buybacks
Oct 29Twilio: A Micro-Microsoft
Oct 19Twilio: Market Pessimism Is Exactly Why Buyers Should Load Up Now
Sep 25Twilio: Growth Acceleration Likely To Come
Sep 13Twilio's Business Is Simply Growing Too Slow
Aug 24Twilio: Rapid Growth To Profitable Growth
Aug 02Twilio: Analyzing Revenue Trends
Jul 24Twilio: Still Cheap Even After Activist-Driven Rally
Jun 23Twilio: Rising From Potential Shareholder Activism
May 31Is Twilio Stock A Good Long-Term Investment?
May 24Twilio: Be Careful What You Ask For
Feb 21Twilio: Strong Buy While The Market Is Looking The Other Way
Jan 10Twilio sinks 6%, nears 52-week low as market weakness persists
Dec 22Twilio: Time To Buy The Dip
Dec 09Twilio launches healthcare and life sciences business segment
Nov 14Twilio Non-GAAP EPS of -$0.27 beats by $0.08, revenue of $983M
Nov 03Twilio: Temporary Headwinds In Q3 2022 - Management Promises Profitability By FY2023
Oct 28Twilio: Now A Buy
Oct 16CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Sep 30 2024 | n/a | n/a | -US$462m |
| Jun 30 2024 | n/a | n/a | -US$594m |
| Mar 31 2024 | n/a | n/a | -US$729m |
| Dec 31 2023 | US$14m | US$1m | -US$1b |
| Sep 30 2023 | n/a | n/a | -US$879m |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$30m | US$1m | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$1b |
| Jun 30 2022 | n/a | n/a | -US$1b |
| Mar 31 2022 | n/a | n/a | -US$965m |
| Dec 31 2021 | US$13m | US$744k | -US$950m |
| Sep 30 2021 | n/a | n/a | -US$838m |
| Jun 30 2021 | n/a | n/a | -US$731m |
| Mar 31 2021 | n/a | n/a | -US$603m |
| Dec 31 2020 | US$8m | US$622k | -US$491m |
| Sep 30 2020 | n/a | n/a | -US$402m |
| Jun 30 2020 | n/a | n/a | -US$373m |
| Mar 31 2020 | n/a | n/a | -US$365m |
| Dec 31 2019 | US$574k | US$567k | -US$307m |
| Sep 30 2019 | n/a | n/a | -US$264m |
| Jun 30 2019 | n/a | n/a | -US$203m |
| Mar 31 2019 | n/a | n/a | -US$135m |
| Dec 31 2018 | US$15m | US$78k | -US$122m |
Compensation vs Market: Khozema's total compensation ($USD14.12M) is about average for companies of similar size in the US market ($USD12.85M).
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$14.12m | 0.036% $ 6.0m | |
| Chief Financial Officer | 2.6yrs | US$15.50m | 0.11% $ 18.1m | |
| Chief Legal Officer | 3yrs | US$7.12m | 0.034% $ 5.6m | |
| Co-Founder & Board Observer | 16.9yrs | no data | no data | |
| SVP of Strategy & Operations | no data | no data | no data | |
| Chief Marketing Officer | less than a year | no data | no data | |
| Chief People Officer | 4.7yrs | no data | no data | |
| Chief Privacy Officer | 2.7yrs | no data | no data | |
| President of Twilio Segment | less than a year | no data | no data | |
| Chief Product Officer | no data | no data | no data | |
| Sr. Manager of Investor Relations & Treasury | no data | no data | no data |
2.6yrs
Average Tenure
49.5yo
Average Age
Experienced Management: TWLO's management team is considered experienced (2.6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | less than a year | US$14.12m | 0.036% $ 6.0m | |
| Co-Founder & Board Observer | no data | no data | no data | |
| Independent Director | 5.5yrs | US$340.37k | 0.020% $ 3.3m | |
| Independent Chairman of the Board | 7.4yrs | US$390.05k | 0.040% $ 6.6m | |
| Independent Director | 6yrs | US$332.74k | 0.015% $ 2.4m | |
| Independent Director | 3.9yrs | US$318.79k | 0.0097% $ 1.6m | |
| Independent Director | 2.3yrs | US$329.52k | 0.0096% $ 1.6m | |
| Independent Director | 8.5yrs | US$345.81k | 0.025% $ 4.1m | |
| Independent Director | less than a year | no data | no data | |
| Independent Director | 1.8yrs | US$636.40k | no data |
3.9yrs
Average Tenure
66.5yo
Average Age
Experienced Board: TWLO's board of directors are considered experienced (3.9 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/22 03:24 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/09/30 |
| Annual Earnings | 2023/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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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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.
| Analyst | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| William Power | Baird |
| Ishan Majumdar | Baptista Research |