Consumer Subscription Apps

topic on 1 show · 6 statements across 2 episodes

20VC

6 statements about Consumer Subscription Apps, every show

20VC Assertion Not checkable as stated
Carter: Consumer App CAC Payback Benchmark Is One to Six Months
“Six months is good. One month is great. You know, first, first session is exceptional, which is significantly lower than B to B, right? And B to B, you know, 12 months can be considered a good payback or even 18 months for an enterprise SaaS business.”
Phil Carter Sep 20, 2024 ▶ 33:24 Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
20VC Insight
Phil Carter: Consumer Apps Lack Upsells to Drive Net Revenue Retention
“There's no real concept of net revenue retention, because unlike B to B SaaS, you can't land and expand. Like most of the kinds of companies have one subscription tier. They don't have anything they can really upsell consumers into.”
Phil Carter Sep 20, 2024 ▶ 25:34 Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
20VC Assertion Supported
Carter: Average Consumer App Loses 50% of Annual Subscribers in Year One
“The average consumer subscription app is losing more than 50% of its annual subscribers in the first year and more than 50% of its monthly subscribers in the first three months.”
Phil Carter Sep 20, 2024 ▶ 25:25 Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
20VC Opinion
Wittenborn: VCs Dislike Consumer Subscription Until Tens of Millions in Revenue
“Because people don't like consumer subscription until it does tens of millions in revenue.”
Nico Wittenborn May 22, 2023 ▶ 32:54 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Assertion Supported
Wittenborn: Seed-stage consumer subscription apps can reach tens of millions in revenue
“Often with a seed round, you get to tens of millions in revenue.”
Nico Wittenborn May 22, 2023 ▶ 23:07 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings
20VC Assertion Supported
Wittenborn: Consumer subscription apps can reach $1B to $5B outcomes
“So I think that, yes, today, I believe we're early. However, I have enough confidence based on what I've seen that we can get to multi-billion dollar outcomes, right? I don't know about ten billion dollar outcomes, but I think one, two, three, four, five billi…”
Nico Wittenborn May 22, 2023 ▶ 12:29 Nico Wittenborn: Consumer Subscription Apps; Using Evolutionary Biology to Invest; Solo GP's | E1017 · 20VC with Harry Stebbings

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