Why many "profitable" public technology companies actually aren't
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.
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
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.
Hi Tanay, you forgot about Twilio in your SBC analysis. See the link below for some analysis.