Scott Galloway predicts Aura needs to reach approximately 25 million subscribers by doubling year-on-year to justify its 43x revenue multiple.
“In order to justify a 43 x multiple, Aura needs to continue doubling its paid subscriptions year on year until it reaches approximately 25,000,000 subscribers.”
→ Read the source episode
Our resolution criterion
disputableAura's paid subscriber count reaches 25 million; this would occur if doubling continues from 5 million as of June 2026 (5M → 10M → 20M → 40M trajectory, with 25M as intermediate milestone)
More from Scott Galloway
Scott predicts the iPhone Duo will be a commercial hit and outsell all prior foldable phones in 60 days.
Scott predicts Apple will sell more iPhone Duo foldable phones within 60 days than all foldable phones sold in the prior 7 years combined.
Scott Galloway predicts Mark Carney will be Time's Man of the Year and win a Nobel Prize.
Scott Galloway predicts SpaceX stock will decline 50% from IPO price to reach $65.
Scott Galloway predicts that roughly one-third of today's young adults will never marry.
Scott Galloway predicts Aura will be well received when it goes public later this month (September 2026).
Summaries are ours; the quote is a verbatim transcript excerpt. Our resolution criteria are editorial and disputable. How this works.