WHAT COUNTS AS A CUSTOMER?

Summary from the TLDR Founders newsletter

Companies are becoming more liberal in defining what constitutes a customer, partly due to the adoption of PLG strategies and usage-based pricing. When analyzing a company, it's best to start with the position that anyone who paid within the last 12 months is a customer and then work backwards from there, as there are incentives for companies to exclude certain groups of users to improve metrics such as churn, net dollar retention rate, and average deal size.