LTV
21 statements across 21 episodes · 7 bullish · 6 bearish · 21 people on the record · first statement Apr 4, 2016 by Brandon Bruce · across every show →
Everything said about LTV, oldest first
Apr 4, 2016 positive
Jun 3, 2016 negative
Urban: Projecting SaaS LTV via Churn Formulas Is Meaningless Nonsense
“When that number one divided by your churn projects like your L, it will project your LTV at like, oh, you're three and a half years or four years.
Meanwhile, every year your business changes, your contract values change your contract lengths change, your pro…”
Apr 12, 2017 negative
Dec 16, 2017 negative
Bird: Fast-Growing Startups Should Focus on CAC Payback Over LTV
“I think people, the LTV number is not a, I don't think it's a good number to focus on. We calculate it and it's in our metrics and everything, but it's I think, you know, again, you know, you have 95% logo retention or dollar retention. You know, that customer…”
Feb 26, 2018
Carson: Standard CAC to LTV is a vanity metric without gross profit
“We think people who focus on CAC to LTV is, it can be a vanity metric period because you're not actually focusing on, on gross profit LTV. So actually how much, Profit are you driving the LTV and what is the fully loaded CAC, which means you got to include you…”
Mar 16, 2018 negative
Carlson: Non-SaaS public investors often misunderstand CAC and payback periods
“Oftentimes investors don't understand when we get to the point where we're talking about our CAC and LTV ratios and things that I share with you. You know, there's strong arguments for investing, but then you've got longer payback periods than maybe an investo…”
Aug 3, 2018
Latka: Highly profitable low-CAC growth channels are honeypots that inevitably degrade
“Everyone thinks you find a growth channel where the CAC is one third of the LTV, and it's just going to exist forever. The fact of the matter is, they don't. These are all honeypots, and you can milk the honeypot for a while, but eventually competitors move an…”
Nov 7, 2018
Nov 8, 2018 negative
Schoenfeld: Calculating LTV on early SaaS cohorts is completely useless
“I don't think about LTV and SAS. I just look at the CAC ratio and then the, and the payback period. Cause I think when you start doing LTV on a half a percent of churn on an early cohort, it's like your LTV is a hundred years or something.”
Nov 30, 2018 negative
Dec 15, 2018 positive
Dec 19, 2018 neutral
Mar 6, 2019
Apr 1, 2019 neutral
Ironside: CommercialTribe does not track LTV on internal monthly dashboards
“You know, I think we do that more when we're kind of talking to the board and thinking about, you know outside, you know, investors will look at the LTV component. Candidly, it's not one of the things that we're actually using on kind of the monthly dashboard …”
May 2, 2019 neutral
Jun 2, 2019 positive
Jun 7, 2019 positive
Aug 26, 2019 neutral
Mar 11, 2020 positive
Jednak: ClientPoint reports $7,000 CAC and $35,000 gross margin-adjusted LTV
“Aggregate total lifetime, you know, value, you know, lifetime you know, value, you know, calculated obviously gross margin, not top line revenue. So calculated the right way is about 35,000 dollars on average across everyone from our tiniest to our biggest. So…”
Aug 5, 2022 bullish
Apr 27, 2023 positive
Golden: Software Companies Should Tie Revenue-Share Pricing to LTV Lift
“I think that there's a lot of opportunity for some type of revenue share for LTV. If you're really able to support a company's LTV and increase that, There should be able to be some point of lift that they're going to lose their LTV numbers if your software go…”