$Alphabet-C (GOOG.US)$$Alphabet-A (GOOGL.US)$ Wiz reportedly...
$Alphabet-C(GOOG.US$ $Alphabet-A(GOOGL.US$ Wiz reportedly doing close to $400m in ARR growing +120% as of middle of this year.
Assuming grows another 100% this year ($800m in ARR), Google is paying ~30x EV/NTM ARR.
$23b would be ~100% premium over $12b valuation in May ‘24 raise
WE ARE SO BACK 🚀
Assuming grows another 100% this year ($800m in ARR), Google is paying ~30x EV/NTM ARR.
$23b would be ~100% premium over $12b valuation in May ‘24 raise
WE ARE SO BACK 🚀
100% growth is by no means easy, just meant to illustrate how high takeout multiple is.
Minimal decel at this scale is very hard. If growth comes down to 60-70% (still very good at this scale vs history), multiple moves up to 35x NTM ARR.
Minimal decel at this scale is very hard. If growth comes down to 60-70% (still very good at this scale vs history), multiple moves up to 35x NTM ARR.
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