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![JonahLupton Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::14579415.png) Jonah Lupton [@JonahLupton](/creator/twitter/JonahLupton) on x 566.6K followers
Created: 2025-07-17 19:03:15 UTC

@accrued_int @foliotrail Also worth pointing out that SBC at $APP is approx XX% of FCF whereas at other cloud/software companies SBC is 50-150% of FCF


XXX engagements

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**Related Topics**
[$app](/topic/$app)
[applovin](/topic/applovin)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/JonahLupton/status/1945922262781071389)