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![User2610891 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1035371739881107456.png) fareshaffar [@User2610891](/creator/twitter/User2610891) on x XX followers
Created: 2025-07-24 13:11:59 UTC

$Boku h1 2025 earnings commentary:

+ LPM Rev growth of 60pct yoy / 36pct hoh
+ DCB (incl bundling) growth of 16pct yoy / 8pct hoh
+ Total rev growth 27pct you / 15.6pct 
+ revenue growth is accelerating despite strong achievements over the last X years, there is clear runway and increased adoption. Even DCB which investors had written off is now again a growth product, most likely driven by bundling

+ ebitda growth hoh is 5.6pct which means a 12pct drop down from rev to ebitda, they are investing heavily in the business

I think h2 we will see a pop in ebitda as they tend to front load costs beginning of year

Valuation is 22.5x Run Rate Ebitda which for the growth trajectory it has is a fair metric . X year forward multiple I take as 18-19x which makes me comfortable sitting in


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948370577384743258/c:line.svg)

**Related Topics**
[boku](/topic/boku)
[adoption](/topic/adoption)
[quarterly earnings](/topic/quarterly-earnings)
[rev](/topic/rev)
[h1](/topic/h1)
[$boku](/topic/$boku)

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