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PERSON DIRECTORY

Sean Emory

Sean Emory appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

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Yet Another Value PodcastEN · 64 min

Avory's Sean Emory on Clear Security $YOU

Andrew WalkerSean Emory

Clear Secure's differentiated signal is 31M total members versus 7.5M paid, with enterprise enrollment cited as the gap and bookings guided from 16% revenue growth to 24-26%.The core trades around 15x 2026 FCF ($440M guide), while 30-40% pricing expansion could roughly double revenue; risks include undisclosed enterprise economics and TSA replication.