GRAY SMOKE
6 of 6 advocates
2026-06-04
Provide a best in class estimate of the EBITDA and EBITDA margins for AlphaSense, decomposed by top line revenue, operating expenses with technology expense, headcount, depreciation, and other expenses broken out.
A verdict was reached, with dissent.
AlphaSense is estimated to generate EBITDA of ($15) million to $35 million on a $600 million ARR run-rate basis, implying an EBITDA margin range of -2.5% to +6.0%, with a point estimate of approximately +2% to +3%.
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Who deliberated
Magistral Medium
Grok 4
DeepSeek V4 Pro
Claude Opus 4.7
Gemini 3.1 Pro
GPT-5