Ditto
-26%
est. 2Y upside i
Ditto is the only mobile database with built-in edge device connectivity and resiliency. Drive consistent revenue and build flexible operations at the edge without WiFi, Servers, or Cloud. Sell a product, deliver a service, and conduct operations anywhere without worrying about connectivity.
Rank
#92
Sector
Developer Tools, Enterprise Software, Edge Computing
Est. Liquidity
~3Y
Data Quality
Data: HighDitto operates in a massive and underserved edge computing market with a strong competitive moat and exceptional 250% YoY growth.
Last updated: March 10, 2026
Ditto achieves market dominance in edge computing, sustaining 250% YoY growth to ~$170M ARR in 2 years. Despite strong performance, valuation multiple compresses to ~11x ARR, reaching $1.85B, providing a strong return up to the Series B cap.
Ditto maintains its market position and strong growth, reaching ~$120M ARR in 2 years (250% then 150% YoY). Valuation grows to ~$1.35B at a more mature 11x ARR multiple, providing a solid return for common shareholders after preferences.
Growth stalls due to increased competitive pressures or market slowdown, leading to a down round or acquisition at a significantly reduced valuation of ~$160M, wiping out most common equity value due to the $145M liquidation preference.
Preference Stack Risk
severeFunding Intensity
31%Investors hold $145M in liquidation preferences ahead of common shareholders, representing 31.4% of the current $462M valuation.
Dilution Risk
moderateAs a Series B company, Ditto will likely require at least one or two more significant funding rounds before an IPO, leading to further dilution for existing equity holders.
Secondary Liquidity
noneThere is no public information suggesting active secondary markets or tender offers for Ditto's shares at this time, and private company stock trading is generally restricted to accredited investors.
Engineering — 9 roles
- Engineering Manager, Cloud · Remote
- Replication Engineer · Atlanta
- Senior Software Engineer, Bluetooth · Remote
- +6 more →
400 - Sales — 1 role
- Senior Solutions Architect · Remote
Last updated: March 10, 2026
Questions to Ask at the Interview
Strategic questions based on Ditto's data — designed to show you've done your homework.
- 1
“How is Ditto thinking about defending its market position and product differentiation against potential moves by large cloud database incumbents like Google Cloud Firestore and Couchbase into truly edge-native, offline-first solutions, especially given the slight decrease in IoT Platform mindshare?”
- 2
“Given the reported 250% YoY growth and the hybrid revenue model, what are the key strategies for sustaining this rapid acceleration, and how do you plan to balance growth across large government/enterprise contracts and subscription-based SDK licensing?”
- 3
“With the recent Series B funding and stated acceleration towards IPO readiness, what is the anticipated timeline for a liquidity event for employees, and how does the company plan to manage potential dilution from future funding rounds?”
Community
Valuation Sentiment
Our model estimates -26% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.