RevenueCat

“They have 10,000, you know, consumer SaaS companies on their platform, right? I think that it's, they have a 60% annual churn rate.”

“I misunderstood. I confused their, basically their GMV with their ARR. I got it wrong. So I thought they were doing like 10,000 dollars a month in MRR, but they were doing managing 10,000 dollars a month in subscriptions and making like 30 dollars.”

“So the revenue cat is on 30% of all mobile us mobile devices managing subscriptions, and so that they've crushed.”

“RevenueCat recently had their state of subscriptions report for, ah, for twenty-twenty-four, and they reported that over 75% of trial starts actually happen in the first 24 hours after a user installs an app, in many cases on the first session.”

“They're 40% of all mobile apps running RevenueCat.”

“I, there's no question that I mean, RevenueCat, we're both an investor, did an analysis recently, and they got about 50%, two extra productivity using AI tools, about two extra productivity using Cursor and Codip.”

“On Revenue Cat or Harry and I Investors, they power 40% of mobile subscription apps. I think the average app across all mobile paid apps is like six percent a month churn.”

“I think they tripled the number of developers on their platform in the last four months or three to four months of the year.”