I am a customer of both Sinch (actually mblox and mobile 365) and mailgun. Let's see how things works in the day to day operations.
More financials details here [1]
Using yesterday’s closing Sinch share price of SEK 165.9, and USD/SEK exchange rate of 8.8, this corresponds to an enterprise value of approximately USD 1.9 billion, or SEK 16.6 billion.
In the twelve months ending December 31, 2021, Pathwire is expected to record revenues of USD 132 million, Gross Profit of USD 104 million, and Adjusted EBITDA of USD 55 million. This corresponds to a gross margin of 79 percent and an adjusted EBITDA margin of 42 percent. The business employs around 290 people and is headquartered in San Antonio, Texas.
If my math is right, they are paying x34 EBITDA, x14 ARR, huge multipliers if you ask me.
More financials details here [1]
Using yesterday’s closing Sinch share price of SEK 165.9, and USD/SEK exchange rate of 8.8, this corresponds to an enterprise value of approximately USD 1.9 billion, or SEK 16.6 billion.
In the twelve months ending December 31, 2021, Pathwire is expected to record revenues of USD 132 million, Gross Profit of USD 104 million, and Adjusted EBITDA of USD 55 million. This corresponds to a gross margin of 79 percent and an adjusted EBITDA margin of 42 percent. The business employs around 290 people and is headquartered in San Antonio, Texas.
If my math is right, they are paying x34 EBITDA, x14 ARR, huge multipliers if you ask me.
Too much cash in the system I guess.
[1] https://investors.sinch.com/news-releases/news-release-detai...