Following from this, would be very valuable if alongside segmenting license growth they would segment LTV and churn by product.
Rough calcs but licenses including Reach products went from ~70k to ~600k. And mobile now contributes 10% (~$6M) to ARR. So at this same split, Reach licenses may represent $10 ARR each (and ARR growth from Reach may have been a bit over $5M last FY). To drive 20% ARR growth this FY assuming no growth in desktop, would need to sell a further 1.2M licenses up from a ~570k increase last year. I note there will he a greater focus on the product over desktop so this may be viable.
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Following from this, would be very valuable if alongside...
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