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Hidden Moats in Consumer Subscription
New data from Ampere Analysis found that 42 percent of U.S. streaming subscribers actively subscribe, cancel, and resubscribe to streaming services based on whether or not shows they like are on the network. What they also found was that people who bought into bundles, like the Disney+/Hulu/ESPN+ bundle, were 59 percent less likely to churn , so, y
... See moreNumlock News • Numlock News: July 10, 2024 • Lanternflies, Churn, Faroe Islands
Cohort Retention (A-): An interesting characteristic of The Farmer’s Dog is that revenue retention and customer retention are very similar. This is because the frequency of purchase, as well as price of the product, stays the same over time, and retained customers can’t buy more product the longer they use the service, which is the case with some b... See more
Nikhil Basu Trivedi • The Farmer's Dog: A Consumer Subscription Case Study
As these strategies develop, I expect that the growth metrics underlying the most successful Consumer SaaS companies will come to resemble those of the most successful Enterprise SaaS companies — specifically, a material portion of growth for the outperformers will be attributed to negative churn.
Brett Bivens • Business Model Leverage
A study by Bessemer Venture Partners notes that an acceptable annual customer churn rate is anything below 7 percent, which comes out to about a .58 percent monthly churn.15