net churn
6 statements across 6 episodes · 3 bullish · 0 bearish · 5 people on the record · first statement Aug 25, 2016 by John Lee · across every show →
Everything said about net churn, oldest first
Aug 25, 2016 bullish
Feb 2, 2017
Nov 25, 2018 neutral
John Lee argues net churn matters far more than gross churn
“Yeah, I think that gross revenue is sort of less important. It always just depends on how you cut it, right? So if you remove infant churn and all of that kind of stuff, so we're not disclosing the gross churn at the moment, but I think the key is basically th…”
Apr 22, 2019 positive
Jul 14, 2021 positive
Oct 11, 2022
Mariantis: Post-2020 cohorts have 2.5% gross churn and near 1% net churn
“But what's really interesting is the new customers, meaning brought on from 20 20 forward, those cohorts are doing incredibly well and are at 2.5% gross churn, and we're starting to get towards one percent net churn with those new cohorts.”