stock-based compensation
also referred to as: stock based compensation
7 statements across 6 episodes · 0 bullish · 5 bearish · 3 people on the record · first statement May 27, 2022 by Brad Gerstner · across every show →
Everything said about stock-based compensation, oldest first
May 27, 2022 negative
Gerstner: Stock compensation requests dominate Silicon Valley boardroom discussions
“And so what's, I think the single biggest conversation going on in boardrooms in Silicon Valley today is, hey, can we have a little bit more stock this year, whether it's options or whether it's outright RSUs, to give to employees, because if we don't give it …”
Jun 30, 2022 neutral
Friedberg: Zendesk generates cash but dilutes shareholders 2.5% yearly via stock comp
“So this company's been making money every quarter. They generate cash. But in the last quarter, they issued sixty million dollars in stock to employees to compensate them for the work that they do. So that's two hundred and fifty million roughly of dollars per…”
Mar 3, 2023 bearish
Mar 3, 2023 negative
Feb 9, 2024 negative
Feb 17, 2024 neutral
Feb 28, 2026 negative
Chamath: Tech companies burn free cash flow fighting stock-based comp dilution
“And so I kind of think like at some point the next shoe will drop and all of these tech companies have to really look at stock based comp because they literally incinerate most, if not all of their free cash flow fighting the dilution from stock based compensa…”