Theta Webinars

Watch previously recorded webinars featuring Theta’s expert guests, where they discuss real-world applications of Customer Lifetime Value (CLV) and Customer-Based Corporate Valuation (CBCV). Dive deep into everything CLV-related, from strategic insights to practical case studies, and learn how these concepts are applied to drive business success.

Discover How Leveraging CLV Insights and the Actionable Booster Playbook Empowered One of the World’s Top Sports Retail Brands to Boost Sales and Customer Retention
July 30, 2024

Peter Fader, Theta Co-Founder; Sagar Babar, CEO of Comsense Technologies; Abhishek Sinha, Head of CRM at Adidas Emerging Markets

  • Insights on CLV and the future of CLV modeling
  • Techniques to amplify customer value using the Actionable CLV Booster Playbook
  • A case study of a leading sportswear brand that utilized the Booster Playbook to enhance CLV, achieving a 4% increase in average order value, a 3% rise in customer reactivation, and a 14% growth in remarketing revenue
  • Proven strategies from Abhishek Sinha, Head of CRM at Adidas Emerging Markets, for improving customer value

Ask the Experts: Competitive Benchmarking Powered by CLV Ultra, Applied to Temu and Others
April 25, 2024

Daniel McCarthy and Peter Fader, Theta Co-Founders; Michael Maloof, Head of Marketing at Earnest Analytics

Deep dive into the world of competitive benchmarking with Theta and Earnest Analytics. Unpack the methodology behind CLV Ultra and discover how it is changing the game for “high throughput” CLV applications like competitive benchmarking analysis and get unique insights into its application on Temu, Walmart, Etsy, Ebay, and other key competitors.


CLV in Action: Allergan Aesthetics Found $1B in Untapped Customer Value
April 17, 2024

Peter Fader, Theta Co-Founder; Alex Topacio, AVP, Pricing, Analytics & Personalization at Allergan Aesthetics

This case-study based webinar investigates the best practices followed by Allergan Aesthetics in analyzing and activating CLV across their B2B2C business model, where they have identified $1B in additional CLV and have now embedded this critical metric into the core operations of their business. Topics covered include:

  1. The business drivers that led Allergan Aesthetics to pursue a deeper understanding of customer value and the cross-functional effort implemented to ensure success
  2. How they approached the analysis – examining two critical parts of the revenue model, the healthcare providers and the end consumer
  3. Reflections on the challenges and learnings 
  4. How they have embedded CLV across the organization to ensure a sustained customer-centric focus to growth
  5. The shifts the organization has made in their DTC marketing as well as how they support various stakeholders in this B2B2C business model

Ask Me Anything: CLV Ultra, Theta’s Breakthrough Model
March 28, 2024

Peter Fader and Daniel McCarthy, Theta Co-Founders

Want to know more about Theta’s breakthrough model CLV Ultra? Watch the Ask Me Anything session with our co-founders, Peter Fader and Daniel McCarthy. We will take a peek under the hood of the CLV Ultra model and unpack the methodology behind it, showing you how it blends best-in-class accuracy with a high degree of automation.

You’ll see this in action through examples from real companies, giving you a clear view of its practical applications, and learn how you can apply it at your company. During this session, we will cover topics such as:

  • What are the key advantages of CLV Ultra over previous CLV models, including publicly available ones?
  • How can the new model help you improve the ROI of your customer acquisition, retention, and development efforts?
  • And most importantly, any and all CLV-related questions that are on your mind!

CLV in Action: Your Competitive Advantage in 2024
December 8, 2023

Daniel McCarthy, Theta Co-Founder; Jaime Colmenares, Head of Measurement Operations at Uber

Customer Lifetime Value ─ CLV ─ is more than a marketing metric. It’s a competitive advantage to drive profitable growth, and even big brands with very smart people at the helm are challenged to get it right. But getting it right can set you apart.

Watch a discussion between Theta co-founder Dan McCarthy and Jaime Colmenares, Head of Measurement Operations at Uber. Jaime has worked previously for both Airbnb and eBay in strategic measurement roles and he’ll share observations and lessons learned on how even the biggest names can make big bets without the best data guiding the decisions.


CLV in Action: You’re Doing Corporate Valuation Wrong
October 6, 2023

Daniel McCarthy, Theta Co-Founder; Michael Mauboussin, Head of Consilient Research at Counterpoint Global, Morgan Stanley Investment Management

No one likes being told they’re doing something wrong. But when it comes to corporate valuation, if you are doing it wrong and continue to do so, it could have very unfavorable repercussions. That’s why investors, CEOs and CFOs alike should watch Theta’s CLV in Action webinar.

Michael Mauboussin and Daniel McCarthy discussed the value of customer unit economics in corporate valuation. They also talked about why so many companies are getting this wrong — and what they need to do to get it right.

Don’t miss this discussion on enhancing corporate valuation and investment decision making through the use of customer metrics.


CLV in Action at NatWest
September 8, 2023

Peter Fader, Theta Co-Founder; Zachery Anderson, Chief Data and Analytics Officer at NatWest Group

It’s one thing to discuss the theories and formulas behind customer lifetime value (CLV). It’s another thing to learn how it works in the real world — and NatWest’s experience with CLV offers a great lesson.

After centralizing and harnessing the power of its disparate data sources, the organization developed an innovative CLV framework. It not only revolutionized NatWest’s understanding of its customers’ behaviors. It helped the organization to successfully tailor its marketing, customer engagement and other strategies to better meet the current and future needs of its customers. 

Get firsthand information on the challenges and successes of CLV modeling and how the NatWest team used the insights generated to drive real organizational change.


Ask Me Anything: CLV Day 2023
May 15, 2023

Peter Fader and Daniel McCarthy, Theta Co-Founders

How do you take into account things like seasonality and tenure in CLV formulas? What all goes into calculating CAC? Whatever your question is, chances are that Pete and Dan have the answers.

Watch this Ask Me Anything, a CLV-focused question-and-answer webinar. Dan and Pete answered questions submitted in advance and more.


Forecasting Revenue Based on Customer Behavior
March 29, 2023

Peter Fader and Daniel McCarthy, Theta Co-Founders

Most revenue forecasting and business valuation processes take a “top-down” approach. They extrapolate a company’s historical financials into the future, and make some adjustments to account for macro and/or competitive conditions.

Theta offers a different approach that analyzes a company’s customer base ─ especially the future behavior of its customers. It’s called Customer-Based Corporate Valuation® (CBCV), and it not only projects the long-term value of the business. It can generate highly accurate revenue forecasts.

Watch this webinar to learn how and why CBCV works and how it creates value across the entire investment process – including generating more accurate revenue forecasts.