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Looking at their past 10-k, cost of revenue is ~$1.8B which includes infra costs. As these are self hosted, infra costs are largely going to be fixed; with a sm
by jross225 4y ago
Looking at their past 10-k, cost of revenue is ~$1.8B which includes infra costs. As these are self hosted, infra costs are largely going to be fixed; with a smaller component scaling with usage (things like electricity and maintenance).
Usage going up, and taking a 50% haircut on revenue would make quite the dent in cash flows.
- willcipriano 4y agoThink I found the guy who this 4 billion dollar estimate is from: https://www.tipranks.com/experts/analysts/daniel-ives https://www.tipranks.com/experts/analysts/daniel-ives Doesn't have a great track record.