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Business Framework Interactive

Customer Lifetime Value (LTV)

Calculate the total revenue expected from a customer over their lifetime. Critical for acquisition budgets, retention investment, and unit economics.

๐Ÿ“Š LTV Formulas

Simple LTV

LTV = ARPU / Churn Rate

Average revenue per user divided by monthly churn

DCF LTV

LTV = ฮฃ (ARPU ร— P(survive) / (1+r)^t)

Discounted sum of expected future revenues

Customer Inputs

Avg Monthly Bets ($) 200
50 1000
Hold Rate (%) 8
2 15
Monthly Churn (%) 5
1 20

Economics

Acquisition Cost ($) 150
25 500
Discount Rate (%/yr) 10
0 20

LTV Calculations

Simple LTV
$320
Rev/Churn
DCF LTV
$253
Time-discounted
Expected Lifetime
20.0
months

๐Ÿ“Š Unit Economics

Monthly Revenue
$16
CAC
$150
LTV/CAC Ratio
2.1x
Payback Period
9.4 mo
Break-even (Target: 3x+ LTV/CAC, <12mo payback)

LTV Distribution (Simulated)

P25
$63
Median
$187
Mean
$300
P75
$401
P95 (Whales)
$984

LTV is highly skewed. Top 5% (whales) may generate 50%+ of revenue.

๐Ÿ‘ฅ LTV Segmentation

Churners

Low LTV, high churn risk

  • โ€ข Minimal investment
  • โ€ข Let them go gracefully

Casuals

Low LTV, low churn

  • โ€ข Low-touch engagement
  • โ€ข Upsell opportunities

Regulars

High LTV, stable

  • โ€ข Retention focus
  • โ€ข Loyalty rewards

Whales

Highest LTV

  • โ€ข VIP treatment
  • โ€ข Personal outreach

R Code Equivalent

# LTV calculations
calculate_ltv <- function(arpu, churn_rate) { 
  arpu / churn_rate
}

calculate_dcf_ltv <- function(arpu, churn_rate, discount_rate, months = 60) { 
  monthly_discount <- discount_rate / 12
  survival_prob <- 1
  pv <- 0
  
  for (m in 1:months) { 
    survival_prob <- survival_prob * (1 - churn_rate)
    discount_factor <- 1 / (1 + monthly_discount)^m
    pv <- pv + arpu * survival_prob * discount_factor
  }
  
  return(pv)
}

# Example
arpu <- 16.00
churn <- 0.05
simple_ltv <- calculate_ltv(arpu, churn)
dcf_ltv <- calculate_dcf_ltv(arpu, churn, 0.1)

cat(sprintf("Simple LTV: $%.0f, DCF LTV: $%.0f\n", simple_ltv, dcf_ltv))
cat(sprintf("LTV/CAC: %.1fx\n", simple_ltv / 150))

โœ… Key Takeaways

  • โ€ข LTV = Revenue / Churn Rate (simple)
  • โ€ข Target 3x+ LTV/CAC ratio
  • โ€ข DCF accounts for time value of money
  • โ€ข LTV is highly skewed (whales matter)
  • โ€ข Segment and treat customers differently
  • โ€ข Small churn improvements = huge LTV gains

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