That is an impressive analysis @T.E.P. ! I note other SaaS businesses also reference Customer Life Time Value (CLV) and that 1ST is not reporting these or as you mention CAC, although I think CLV can be calculated from retention rate is that correct? Based on the metrics you have outlined, how do you think 1ST is performing relative to others? If the new ARR trajectory of 16% per quarter is maintained this would imply incredibly strong recurring revenue growth. I get the feeling reading the quarterly that the growth of ARR has only just really begun to accelerate and that the landmark deals are playing their role here.
1ST ASX Valuations, page-2
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