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what’s the issue with this as long as the investors are also provided with the GAAP numbers? it’s not like the compensation is hidden
by alkibiades 6y ago
what’s the issue with this as long as the investors are also provided with the GAAP numbers? it’s not like the compensation is hidden
- kelnos 6y agoI never got this criticism either. If investors are too inept to look at both numbers and do their due diligence to figure out why there are differences (and whether or not those differences are in some way legitimate), then that's on them. And I also just don't agree that SBC is an "expense" that materially impacts a business to the degree the article implies it does. I think there are a lot of other numbers that change between GAAP and non-GAAP that are much more relevant and interesting to look at. It seems like missing the forest for the trees to pick on SBC like this.