Hey Christopher, appreciate your analysis and the framework!
However looking into the Annual Financial Report, I think you need to notice the ARPPU definition:
“Bumble App ARPPU,” or Bumble App Average Revenue per Paying User, is calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.
It is a monthly average instead of whole period average.
Thanks, you're absolutely right! I've included a disclaimer in the body saying that my analysis was wrong. I obviously need to pay more attention to metric definitions.
So, does it mean that a paying user needs to stay only for 3.8/18.38 = 0.2 months or 6 days and a non-paying user needs to stay for 3.08/0.029 = 8 years?
Actually, since a non-paid user needs to be converter into a paid user, it would take more than 6 days for paid users to achieve that LTV/CAC ratio
Hey Christopher, appreciate your analysis and the framework!
However looking into the Annual Financial Report, I think you need to notice the ARPPU definition:
“Bumble App ARPPU,” or Bumble App Average Revenue per Paying User, is calculated based on Bumble App Revenue in any measurement period, divided by Bumble App Paying Users in such period divided by the number of months in the period.
It is a monthly average instead of whole period average.
Thanks, you're absolutely right! I've included a disclaimer in the body saying that my analysis was wrong. I obviously need to pay more attention to metric definitions.
So, does it mean that a paying user needs to stay only for 3.8/18.38 = 0.2 months or 6 days and a non-paying user needs to stay for 3.08/0.029 = 8 years?
Actually, since a non-paid user needs to be converter into a paid user, it would take more than 6 days for paid users to achieve that LTV/CAC ratio