Source
r/venturecapital•
gooeycookie_1904

case study: what is "subs movement"?

Working on a case study with a financial model for a VC. The sent over some data and one of the columns is "Subs movement" they have churn, reactivation, contraction subs, expansion subs, new subs, but I have no idea what subs movement is, anyone ?

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https://preview.redd.it/fun6kgv6lxx91.png?width=1037&format=png&auto=webp&s=b91c7817a75360e9204405b2825487de5766e76f

Posted Nov 4, 2022, 1:36 AM UTC · edited

27
muieen•

https://publisher.support.cleeng.com/hc/en-us/articles/360009080880-Subscriber-Movement

2
gooeycookie_1904OP•

thanks! :)

1
markelonn•

Share the case study for us to see

1
gooeycookie_1904OP•

​

added a screenshot

which is essentially all I have

1
juiceex16•

Looking at the maths it looks like it simply adds up new, expanded, contract, churn, reactivate which doesn't seem that useful. A measure of activity?

1
gooeycookie_1904OP•

I agree. It seems odd to me. Haha maybe they aren't the best.

1
gooeycookie_1904OP•

Would you know how to do a cohort analysis with this information

1