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free cash flow multiples

also referred to as: free cashflow multiples

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 22, 2024 by Aaron Levie · across every show →

Everything said about free cash flow multiples, oldest first

May 22, 2024
Insight
Levie: Public tech companies eventually shift from ARR to cash flow multiples
“Eventually at some future point, you will be measured on, on a set of metrics that are much more boring than AR multiples and they will be free cashflow multiples or whatnot.”
Aaron Levie May 22, 2024 ▶ 57:20 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
Feb 5, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: Software stocks won't bottom until trading on FCF multiples
“You don't see a bottom until these things are at free cash flow multiples, net Of dilution. And when that happens, that's your bottom.”
Rory O'Driscoll Feb 5, 2026 ▶ 0:53 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
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