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freakynit • today at 12:59 PM • 1 reply • view on HN

A few important points from the linked documents:

1. Price range: $70–78 with midpoint at around $74.00

2. Gross deal size: $85.3B (IPO + $26B private placement)

3. Implied market cap: ~$968B (at $74, 13.09B shares)

4. Q3'26 revenue: $17.0B (+1,127% YoY)

5. Run-rate revenue: ~$81B (as of Oct 2026)

6. Compute commitments: $900.9B (through 2045)

7. Ticker: ANT (Nasdaq)

8. Customers with ≥$100K, ≥$1M and ≥$10M TTM revenue: 11,900+, 1,900+ and ~250.

9. Customers under $100K: ~40 million

10. Fortune 500 penetration: over 50%

11. Global 2000 penetration: over 30%


Replies

narmiouh • today at 1:18 PM

What about costs?

➕ show 2 replies