Category: Customer Analytics


BackBlaze's Customer Analytics

Customer cohort charts are becoming more popular. One of the latest is from BackBlaze, a cloud storage company for individuals and enterprises that has 480k customers and generated $53.8M in revenue last year. The company recently filed its S-1 in advance of its upcoming IPO with some interesting customer disclosure. Read more...

Unity's IPO: What are the customer analytics of a game engine?

Unity Software Inc. recently filed its S-1 in advance of going public. Unity is the maker of a real-time 3D game engine that powers many 3D games and other content across numerous sectors. In this post, I focus on an under-discussed part of its IPO disclosure: its customer analytics. Read more...

Chewy's IPO: Customer Analytics and Valuation using Probability Models

Chewy, Inc., the pure-play online pet retailer, IPO’d on June 14, 2019 at a $9.3 billion valuation. With its S-1 filing, Chewy provided limited - but just enough - disclosure on its customers to allow for a rich analysis of customer acquisition, retention, and economics. Utilizing probability models and methodology based on Customer-Based Corporate Valuation, this report provides a unique analysis of Chewy’s customer dynamics, economics, and valuation. Read more...