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.

The Bottom Line

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%.

Sign up — get full positions →
Free account unlocks every speaker's full closing. The audio debate and full PDF come with the paid tier (launching soon).
Argument

The Reasoning

Per-speaker

Closing Positions — one sentence per speaker (free tier)

Where the panel disagreed

Dissenting Opinions

Mid-debate

Concessions

Cited during deliberation

Sources

Who deliberated
Magistral Medium Grok 4 DeepSeek V4 Pro Claude Opus 4.7 Gemini 3.1 Pro GPT-5