Thanks for this. I think your CAC payback (in Months) formula is not right. If it's right, can you please tell us more about why (Q cost / Q new ARR) * 12 tells you how many months it takes to recover your cost? For simplicity sake, if it's a 1/1 ratio, and you are using Quarterly numbers, then shouldn't it be *3, to show that it took 1 quarter = 3 months? Thanks in advance!
Thanks for the update - just to clarify, the net new ARR chart is for the same set of companies this Q and historically, e.g. same # of companies in the data sets? If so that’s shocking…can you confirm?
Thanks for this. I think your CAC payback (in Months) formula is not right. If it's right, can you please tell us more about why (Q cost / Q new ARR) * 12 tells you how many months it takes to recover your cost? For simplicity sake, if it's a 1/1 ratio, and you are using Quarterly numbers, then shouldn't it be *3, to show that it took 1 quarter = 3 months? Thanks in advance!
Thanks for the update - just to clarify, the net new ARR chart is for the same set of companies this Q and historically, e.g. same # of companies in the data sets? If so that’s shocking…can you confirm?
Jamin, love the 9 pack graph visual of the hyperscalers. That is excellent!