3 ms·

They have to make only $100M/year to be valued at 5 times yearly revenue. It is very likely Instagram can double its user base over the next 12 months now that

They have to make only $100M/year to be valued at 5 times yearly revenue. It is very likely Instagram can double its user base over the next 12 months now that it supports android. At that point reaching $100M in revenue will be quite easy due to the fact that mobile consumers are very likely to make sub $2.99 purchases/upgrades.

antr 15y ago
I think Instagram is a great company but I personally see too many IFs and moving pieces to support a $500m valuation.
- nashequilibrium 15y ago
  I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
- nashequilibrium 15y ago
  I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
- nashequilibrium 15y ago
  I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
- nashequilibrium 15y ago
  I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
- nashequilibrium 15y ago
  I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?

antr 15y ago

I think Instagram is a great company but I personally see too many IFs and moving pieces to support a $500m valuation.

nashequilibrium 15y ago
I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
nashequilibrium 15y ago
I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
nashequilibrium 15y ago
I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
nashequilibrium 15y ago
I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?
nashequilibrium 15y ago
I totally agree, there are a number of copy cats out now. Flickr for android copied instagrams product offering, therefore these copy cats should cannabilise some sales. Instagram is very trendy right now so on brand awareness it has a huge edge, the issue is can they sustain this edge two years down the line when the dust settles?