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.
NEA Price at posting:
$3.53 Sentiment: Hold Disclosure: Held