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They're saying they expect to generate $100M revenue this year. I think that places them a bit further off the $1B _exit_ than 8x, although if they raised furth
by ealexhudson 9y ago
They're saying they expect to generate $100M revenue this year. I think that places them a bit further off the $1B _exit_ than 8x, although if they raised further funding potentially that could be done at an amount that suggests a $1B value.
I wouldn't want to be competing against AWS Pinpoint, and the problems Twilio have suggests this is a technically difficult space. Seems like quite a big bet from the VCs involved.
- chrishacken 9y ago"and the problems Twilio have" Care to expand on this? When I visited their site to find out what they offer, I immediately said to myself.. "So this is just a Twilio competitor".
- terravion 9y agoRevenue to market cap multiples in technology on the public market are often in the 6x range even at slower growth rates than private companies. So if they're doing $100M they could easily be worth over $1B now.