Hacker News

points by kremi 3 days ago | 0 comments

A podcast posted here recently had this number: 80% of ant revenue comes from just 8 customers. The consensus of the speakers was that if true, this would be indicative of a very vulnerable revenue structure. But this was based on leaks. Maybe we can have the real numbers now?

[–] vanuatu 3 days ago

from the s-1, the top 5 customers make up 25% of revenue

[–] mpaepper 3 days ago

Who would be among those 5? Are these big tech? Or large corporates?

[–] vanuatu 3 days ago

likely mag 7, big tech, megacorps like accenture, etc.

[–] evrydayhustling 3 days ago

So the leak was BS, or at least now outdated. Top 10 must be under 50%.

[–] jeffybefffy519 3 days ago

In this timeline, can we really trust publicly reported numbers even?

[–] weieq2211 3 days ago

And those 8 customers.. you think they will accept large price increases?

Hahahahahaha.

Those large customers are not a mom and pop store - they’re large market cap firms!!!

[–] disgruntledphd2 3 days ago

As per the S1, 5 companies were responsible for 25% of revenue in the 9months back from end of September.

Which feels like a carefully chosen statistic.