5 Interesting Learnings from Bending Spoons at $2.8 Billion in Revenue: 126% Growth, 3% Organic Growth, and $1.08 Billion of ARR Bought in 37 Days
Bending Spoons is worth about $34 billion. It buys B2B companies at 2.3x to 2.7x ARR. Since August it has paid 2.7x ARR for Airtable and 2.3x for Miro. That is $1.08 billion of ARR for $2.64 billion of enterprise value, signed 37 days apart. Its own stock trades at roughly 8x to 10x revenue... Continue Reading
