Comments on: A look into Carbonite’s IPO http://blogs.reuters.com/small-business/2011/08/18/a-look-into-carbonites-ipo/ Grow your own Thu, 26 Mar 2015 12:32:24 +0000 hourly 1 http://wordpress.org/?v=4.2.5 By: CloudQuestions http://blogs.reuters.com/small-business/2011/08/18/a-look-into-carbonites-ipo/comment-page-1/#comment-4500 Fri, 19 Aug 2011 16:03:58 +0000 http://blogs.reuters.com/small-business/?p=5563#comment-4500 I’m confused about the claim that they have been able to acquire customers at $55. That doesn’t seem to be supported by the financial data in their S1 filing.

The breakdown I found most illuminating was done at Wikibon, here: http://wikibon.org/wiki/v/The_Economics_ of_Carbonite,_or_lack_thereof#The_Cost_o f_a_Customer

This analysis (based on the S1 data) suggests an acquisition cost that is almost twice as high. Did Friend/Carbonite provide more detail on cost of acquisition?

Perhaps most importantly, do they intend to report this metric in their quarterly updates?

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