Nice analysis. For your unit economics calcs, their retention isn't 75%. That figure excludes customers that the company churns. When you include those figures into retention, the Year 1 retention is 62% and the overall…
Nice analysis. For your unit economics calcs, their retention isn't 75%. That figure excludes customers that the company churns. When you include those figures into retention, the Year 1 retention is 62% and the overall…