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Chronicles

The story behind the story

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Sources: WeWork is considering seeking a valuation of ~$20B-$30B in its US IPO, marking a significant reduction from an earlier valuation of $47B

Data Sheet New York Times : WeWork Parent Considers Reducing Valuation Before I.P.O. Thomas Franck / CNBC : WeWork is dramatically slashing its IPO valuation to less than $25 billion because of weak demand PYMNTS.com : Why WeWork's IPO Strategy Could Make Investors Swipe Left Kelly Earley / Silicon Republic : WeWork set to halve $47bn valuation amid growing scepticism Bhushan Akolkar / Coinspeaker : Five Companies, Including WeWork, SmileDirect, Set to Launch Their IPOs in September Joshua Franklin / Reuters : WeWork considers slashing IPO valuation amid pushback: sources Sophia Kunthara / Crunchbase News : WeWork May Reduce Its Valuation Ahead Of IPO By Tens Of Billions Financial Times : WeWork considers pricing IPO as low as $20bn Brandy Betz / Seeking Alpha : WeWork IPO could hurt SoftBank Theodore Schleifer / Vox : WeWork might be worth just half of its former $47 billion valuation Sara Ashley O'Brien / CNN : WeWork may cut its IPO valuation by billions Tweets: Haresh Chawla / @hchawlah : Some startups are a wealth transfer to consumers Wework is a wealth transfer to startups. https://www.wsj.com/... Scott Austin / @scottmaustin : “WeWork is exhausting people's cynicism. I've heard no bullish views at all.” https://www.wsj.com/... Dan Primack / @danprimack : If WeWork valuation does get “cut” to $20 billion in an IPO, that's a larger indictment of SoftBank than it is of WeWork. Eliot Brown / @eliotwb : WeWork bracing for a big drop in valuation amid broad skepticism Adam Neumann flew to Tokyo to meet with SoftBank last week Also considering delaying IPO https://www.wsj.com/... Shira Ovide / @shiraovide : If the reaction to WeWork's finances and corporate structure is a surprise to WeWork executives, THEY HAVE NOT BEEN PAYING ATTENTION AND THEIR ADVISERS HAVE UTTERLY FAILED THEM. https://www.wsj.com/... https://twitter.com/... Southpaw / @nycsouthpaw : like it's Monopoly money https://twitter.com/... Adam Singer / @adamsinger : Someone must have finally done math for them. https://www.wsj.com/... Sharon O'Dea / @sharonodea : Whacking $17-27 *billion* off the valuation in a matter of weeks hardly instills confidence in the robustness of their numbers. https://www.bloomberg.com/... Paul Kedrosky / @pkedrosky : I remember when IPOs were engineering to reward late-stage private investors. Ah, those were the days. • WeWork valuation at last private round: $47b • WeWork valuation at IPO: $20-$30b https://www.bloomberg.com/... Dave Pell / @davepell : This IPO is dangerous and heading straight for Alabama. https://twitter.com/... Mike Dudas / @mdudas : The long-expected “we IPO'd too late” tech bloodbath is savage beyond belief... “We Co. is considering [an IPO value] in the $20B range... less than half of the $47B mark where it last raised private capital.” SoftBank Vision Fund getting eviscerated. https://www.wsj.com/... Mike Bird / @birdyword : Feels like it'd be difficult to trust a company that had tried to sell itself for 2x a valuation that it later accepted. https://www.wsj.com/...

Bloomberg

Discussion

  • Vox Theodore Schleifer on x
    WeWork might be worth just half of its former $47 billion valuation
  • @hchawlah Haresh Chawla on x
    Some startups are a wealth transfer to consumers Wework is a wealth transfer to startups. https://www.wsj.com/...
  • @scottmaustin Scott Austin on x
    “WeWork is exhausting people's cynicism. I've heard no bullish views at all.” https://www.wsj.com/...
  • @danprimack Dan Primack on x
    If WeWork valuation does get “cut” to $20 billion in an IPO, that's a larger indictment of SoftBank than it is of WeWork.
  • @eliotwb Eliot Brown on x
    WeWork bracing for a big drop in valuation amid broad skepticism Adam Neumann flew to Tokyo to meet with SoftBank last week Also considering delaying IPO https://www.wsj.com/...
  • @shiraovide Shira Ovide on x
    If the reaction to WeWork's finances and corporate structure is a surprise to WeWork executives, THEY HAVE NOT BEEN PAYING ATTENTION AND THEIR ADVISERS HAVE UTTERLY FAILED THEM. https://www.wsj.com/... https://twitter.com/...
  • @nycsouthpaw Southpaw on x
    like it's Monopoly money https://twitter.com/...
  • @adamsinger Adam Singer on x
    Someone must have finally done math for them. https://www.wsj.com/...
  • @sharonodea Sharon O'Dea on x
    Whacking $17-27 *billion* off the valuation in a matter of weeks hardly instills confidence in the robustness of their numbers. https://www.bloomberg.com/...
  • @pkedrosky Paul Kedrosky on x
    I remember when IPOs were engineering to reward late-stage private investors. Ah, those were the days. • WeWork valuation at last private round: $47b • WeWork valuation at IPO: $20-$30b https://www.bloomberg.com/...
  • @davepell Dave Pell on x
    This IPO is dangerous and heading straight for Alabama. https://twitter.com/...
  • @mdudas Mike Dudas on x
    The long-expected “we IPO'd too late” tech bloodbath is savage beyond belief... “We Co. is considering [an IPO value] in the $20B range... less than half of the $47B mark where it last raised private capital.” SoftBank Vision Fund getting eviscerated. https://www.wsj.com/...
  • @birdyword Mike Bird on x
    Feels like it'd be difficult to trust a company that had tried to sell itself for 2x a valuation that it later accepted. https://www.wsj.com/...