5 ms·

Sure - but where's the revenue come from?

• spacebanana7 3y ago
  Chinese chat apps have monetised really well through e-commerce. Admittedly this success hasn't be achieved by WhatsApp etc, so it not trivial to replicate.
• Thoeu388 3y ago
  How much revenue do they need to generate for $250M investment? Paid version with extra features, $40M per year, and they will do fine.
  • JumpCrisscross 3y ago
    > How much revenue do they need to generate for $250M investment $30 to 40 million for interest on this issue. Telegram sold $1bn of bonds in March 2021, when rates were 25 bps, with a 7% coupon [1]. Rates are now 5.25%. Their new bonds should thus yield 12%+. That implies a total annual interest bill over $100 million, with a refinancing in 2026 on $1bn. Not ideal. [1] https://bondblox.com/news/messaging-app-telegram-sells-bonds-worth-1bn-to-investors-including-mubadala https://bondblox.com/news/messaging-app-telegram-sells-bonds...
• sofixa 3y ago
  They have Telegram Premium, and ads for public channels, so there are revenue streams.
• chii 3y ago
  the revenue comes from the future acquirer of the company paying out to the current shareholders. I don't really believe consumers of telegram are willing to pay for it. It's in the same boat financially as twitter - but got better PR atm.