Comment Comment by j_shi Actually seems Databricks got a great deal for Mosaic. Real qustion is why Mosaic took it v. hold out or do another roundRough math plugging in public #s and comments here:- All stock deal at Aug 2021 val of 38B (1B ARR)- Assume rev doubled to 2B (which may even be aggressive)- SAAS multiples are down 6x since Aug 2021- 38B x 2 / 6 = $12.7B- 12.7B / 38B * 1.3B = 434M = effective price- Assume 100M to pref stock--> Comes out to 334M, with a chunk of that (1/3? 1/4?) potentially subject to earn out parent j_shi 3 years ago
Rough math plugging in public #s and comments here:
- All stock deal at Aug 2021 val of 38B (1B ARR)
- Assume rev doubled to 2B (which may even be aggressive)
- SAAS multiples are down 6x since Aug 2021
- 38B x 2 / 6 = $12.7B
- 12.7B / 38B * 1.3B = 434M = effective price
- Assume 100M to pref stock
--> Comes out to 334M, with a chunk of that (1/3? 1/4?) potentially subject to earn out