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Management hasn't commented specifically on churn or CAC since 1Q21, so I'm tying together past statements to square to $200. Management has said in previous quarters churn in the subs base is msd % and CAC payback is sub-6 months. Back of the envelope, assume 5 month payback x $50 rev/sub/month x 75-80% gross margin gets you $200 CAC. The latest 10Q shows total CAC spend of $67M, so assuming $200 CAC implies 7% monthly churn - roughly in line with past "msd %" churn comments.

25M accounts payable divided by 26M cogs and 134M total opex minus 1M capex times 90 days

30M accounts payable divided by 30M cogs and 134M total opex minus 1M capex times 90 days

Average inventory of $21M divided by COGS of $30.4M times 90 days is ~60 days of inventory