Slack S-1: Will ARPU Drive Long Term Value?
View from Seed
MAY 16, 2019
One of the key questions for me was how might Slack stack up against other great SaaS companies when it comes to average revenue per user (ARPU), and how ARPU and total addressable market (TAM) might drive Slack’s long run market cap. Slack dropped their S-1 a couple weeks ago.