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Fortune
Fortune
Diane Brady

How Twilio CEO Khozema Shipchandler is turning the company around and beating SaaSpocalypse fears

Khozema Shipchandler Twilio Fortune
(Credit: Thomas Fuller—SOPA Images/LightRocket via Getty Images)
  • In today’s CEO Daily: Twilio’s CEO on how he brought the company out of a “time of real peril”
  • The big leadership story: Why the U.S. cares about Panama, Gibraltar, and Malacca
  • The markets: A stellar day on the markets as semiconductor and AI stocks surge
  • Plus: All the news and watercooler chat from Fortune.

Good morning. Maybe AI and software can be friends. Twilio CEO Khozema Shipchandler just delivered robust Q1 earnings that made his stock jump almost 25% on Friday—and plans to reveal a big initiative for the customer engagement platform’s next stage of growth at its annual conference this week. What a difference from early 2024, when he stepped up to lead Twilio, which lets users integrate voice, video, text, email and other communication channels. “That was a time of real peril,” he told me late last week.  “Our growth had stalled out, we were burning through cash, we were not profitable, and we had a lot of pressure from activist investors.”

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