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> and x20.5 for EBITDA (40% margin seems reasonable in the telcos industry) There EBITDA appears to be negative. 40% margin is "Gross margin" and is certainly
by mbesto 10y ago
> and x20.5 for EBITDA (40% margin seems reasonable in the telcos industry)
There EBITDA appears to be negative. 40% margin is "Gross margin" and is certainly not a valid EBITDA figure.
- ProfChronos 10y ago40% is a valid EBITDA margin for telcos. Twilio is indeed slightly negative in terms of adjusted EBITDA (around -5%) but market cap of tech companies is usually rather based on NTM EBITDA or industry average EBITDA - see prospectus of IPOs
- mbesto 10y ago> market cap of tech companies is usually rather based on NTM EBITDA This is almost entirely false. > 40% is a valid EBITDA margin for telcos Uh what? I didn't state that 40% wasn't valid. I simply stated that gross margin != EBITDA.