Some back of the envelope calcs. If LTV is $1400m, and gross...

Some back of the envelope calcs.

If LTV is $1400m, and gross profit and churn are maintained, then ACV is in the order of $102.4M. Amazing growth, but I'd be astonished if this was the case.

If LTV is $1400m, and gross profit goes up by 1% and churn goes down by 1%, then ACV is in the order of $84.3M. Steady as she goes.

LTV on its own is a very sketchy measurement tool, more info required to give a clearer picture.