Hey Marlin. I think your points are well-thought out and intelligent.
At the same I think you have all the data to see where you're wrong: Even if you assume 23% churn next quarter that's -20 more schools churning off next quarter. Offset that by something like +125 run-rate from Faria and you're at 350-30+125 = 455 for the next quarter. I think that run-rate of new schools could accelerate as pandemic related weakness subsides in 2021. I think churn also slows as Schrole further improves its platform and as the value of its platform rises thanks to platform scale.
Hey Marlin. I think your points are well-thought out and...
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