Comment by alex_suzuki
10 hours ago
Intercom allegedly has ~400M of annual revenue, making the multiplier less than 10X. Huge customer base and established brand. Looks like a steal indeed!
10 hours ago
Intercom allegedly has ~400M of annual revenue, making the multiplier less than 10X. Huge customer base and established brand. Looks like a steal indeed!
The world we live in… 10x revenue is a “steal”.
Lots of embedded assumptions about growth and margins to convert that revenue multiple to discounted cash flows.
A steal compared to other “AI-adjacent” valuations.