@RHouseResearch SBC would be insanely high, I would say FTE annual comp might be closer to 2-3M - probably more after they do the new 900B round. Some data points - new offers only. https://t.co/LMiRA4HTqT That would change some calculations here.
@P_Remarks Genuine question on WIX. The Dutch auction tender offer expires in April 1. Is that artificially inflating the stock and it'll crash down to reality after April 1? What's your take on it?
@P_Remarks@Crussian17 As a bagholder on all 3 of these, think Base44 revenue acceleration is helping WIX.
Sure buybacks will help but they only go so far. I'd rather have gtlb do more buybacks. Atleast it can be stable kind of like mndy, only down 7% in the last month. Gtlb down 21%..
@RagingVentures When does the full post-IPO lock-up happen? Would be interested then.
Figma and other IPOs are a case in point to avoid until the post-IPO lock expiry is complete.
@rubicon59 people playing games will want to buy stuff at the same level as downloading other games?
That is not as clear to me.
ad dollars for D2C moving from meta to app at scale will only happen if they perform close to meta levels.
@gauravsabnis The icc rights deal that's being renegotiated right now was signed in Aug 2022. At that time ICC was led Greg Barclay. Obviously bcci called the shots but it's an ICC deal, fewer India matches. Till we see weakness in bcci home deals - especially IPL, I wouldn't say plateauing
@gauravsabnis Icc rights have very few India matches. They definitely overpaid.
The ipl rights and team valuations are going up and to the right. RCB's sale will establish a new benchmark, that's the financial reality.
Both aren't the same imo. IPL every match you have India stars playing.