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Consumer Subscription Trends
Whether it’s SaaS as the preferred delivery method for software products, monthly subscriptions for music / video streaming, newspapers, newsletters, podcasts, or physical products, subscriptions are infiltrating nearly every business model.
John Street Capital • The (Neo) Bank Bundle & Transition to Subscription Revenue
There are secular tailwinds too: automation is driving a shift towards more empathetic, creative work; trust is shifting to individuals versus institutions; and users are more familiar with subscription business models and increasingly willing to pay directly (rather than through their attention on ads) for unique access and expertise.
li.substack.com • How the Passion Economy will disrupt media, education, and countless other industries
Vertical Agnostic Operational Excellence — The Thoma Bravo / Vista of Consumer SaaS
Brett Bivens • The Consumer Subscription Roll-Up Opportunity
El estado de la tecnología de consumo a finales de 2014 – Stratechery por Ben Thompson
Ben Thompsonstratechery.com