Thinking clearly about recurring revenue.

Notes on acquisition economics, payback, lifetime value and the reporting problems specific to carrier-billed businesses.

KeelShift Insights will focus on the commercial questions that sit behind better revenue decisions, and on the data problems that make them hard to answer honestly.

Topics

  • Why blended CAC hides the decision
  • Payback timing as the real constraint on growth
  • Projecting lifetime value before the cohort has matured
  • Why the aggregator report and the settlement file disagree
  • Failed charges are not churn
  • Attribution when the customer has no identity beyond a hashed MSISDN
  • Evidence over technology claims

This section will grow into a practical library for commercial and data teams that want better judgment, not louder technology claims.

Request a Revenue Diagnostic See a sample report first