Jason Lemkin Estimates Standalone Slack Today
He projects $2.5B ARR growing 25 percent at 7x-8x sales, well below its sale price.
TLDR
Jason Lemkin described what an independent Slack would look like now. He put annual recurring revenue at $2.5B with 25 percent growth and a multiple of 7x-8x ARR. The company would also gain from recent agent and AI work. Lemkin likened the business to twice the size of GitLab. On that basis he concluded Slack would be worth far less than the $27B-plus paid for it, even before time or dilution adjustments.
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