Investor Presentaiton
Demonstrated track record of Monthly Recurring Revenue expansion across cohorts
Customer cohort analysis demonstrates the strength of the model
Accelerating organic MRR expansion within existing customer cohorts over time:
о 32% MRR expansion within 2020E cohorts vs 20% expansion within 2019 cohorts
Notes:
Cohort Average Initial MRR
$42K
2019 Cohort
248%
$104K
|
2020 Cohort
Cohort Average Current MRR
$134K Today
+20%
$50K Today
$42K
2019 Cohort
CY19 data includes monthly cohorts from April through December 2019 (available data)
Current data includes monthly cohorts through 4Q20 where 3-month forward MRR data are available (l.e., January through August cohorts for 2020, with data through December, 2020)
$106K
2020 Cohort
+32%
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