3 Comments
Aug 24, 2023Liked by The Science of Hitting

Thanks as always here, Alex. I'm curious if, historically, management has been transparent about churn rates?

Hopefully so, as that seems like a very important metric to watch in the coming quarter(s).

Expand full comment
author

Nick,

Good question. The answer is no; at this point, none of the companies in the industry provide (quantified and consistent) clarity on DTC churn. That said, there's decent third-party data available that provides some insight into that question (and likely aligns with your assumptions about the different standalone services, bundles, etc.). To your point, it will be a very important metric to watch in the coming quarters; the best we have, for now, is the net figures.

- Alex

Expand full comment

Got it. Thanks, mate!

Expand full comment