-13%

est. 2Y upside i

Series B

Vibe.co is the all-in-one self-serve platform built for performance marketers who want to turn Streaming TV into a true growth channel. Trusted by over 10,000+ performance-driven brands, Vibe brings digital precision, transparency, and measurable ROI to Connected TV advertising.

Rank

#2604

Sector

AdTech

Est. Liquidity

~2Y

Data Quality

Data: Medium

The equity upside is essentially zero in the base case of the announced Walmart acquisition, with a high probability of flat returns.

Last updated: July 19, 2026

Bull (15%)0%

Acquisition by Walmart closes on expected terms, equity converts at $1.4B valuation. No upside beyond entry value.

Base (65%)0%

Same as bull, acquisition proceeds as announced. Equity value remains at entry valuation, resulting in 0% return.

Bear (20%)-65%

Acquisition fails due to regulatory or other issues. Company reverts to standalone valuation, with revenue growth slowing to ~14% and exit multiple compressing to 4x, implying common equity value of ~$497M against entry of $1.4B, a 64.5% loss.

Est. time to liquidity~1.5 years

Preference Stack Risk

low

Funding Intensity

563%

Total preferred stock of $78.8M represents only 5.6% of the $1.4B entry valuation, minimal preference overhang.

Dilution Risk

low

No further dilution expected as acquisition provides imminent liquidity and the company is profitable.

Secondary Liquidity

none

No secondary market exists; liquidity is contingent on acquisition close.

People & Culture — 4 roles

Engineering & Product — 2 roles

Marketing — 2 roles

Growth & Analytics — 1 role

View all 12 open roles at Vibe →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Vibe's data — designed to show you've done your homework.

  • 1

    “How does Walmart's acquisition change Vibe's go-to-market strategy and competitive positioning against Amazon's ad business?”

  • 2

    “What is the unit economics of Vibe's self-serve platform, and how does the usage-based pricing model scale with customer acquisition?”

  • 3

    “Given the acquisition, what is the expected timeline for equity liquidity, and what are the tax implications of RSUs converting to Walmart stock?”

Community

Valuation Sentiment

Our model estimates -13% 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.