4 Comments

This is so forward thinking. People have started talking about it recently after the layoffs/downturn. I heard it in a couple of podcasts ~ All in with Chamath etc.

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Hello Tanay - agree with including SBC as an expense - however, do you use the increased share count in the calculation of EPS also?? many thanks

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It's compensation that is recurring for many of these companies so I'm with Buffett on this one. SBC should always be factored into a company's expenses on is financial statements. I agree, the FASB is right on this one.

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Hi Tanay, you forgot about Twilio in your SBC analysis. See the link below for some analysis.

https://news.ycombinator.com/item?id=23307166

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