Subscription Companies
topic on 2 shows · 3 statements across 3 episodes
3 statements about Subscription Companies, every show
Shah: Subscription companies rarely lower prices due to ARR impact
“You never see companies, subscription companies, reduce their prices because there's an immediate hit on, on the thing that we care most about, which is that that ARR stream.”
Campbell: Fewer than 40,000 subscription companies exist in the entire world
“There's less than 40,000 subscription companies in the entire world. It's not a lot. And that includes media companies, box of the month, SaaS, everything.”
Gautam Gupta: Subscription sampling boxes will decline while proprietary brands succeed
“I think some subscription companies will continue to rise, and I think those are ones with a proprietary product and a unique experience. I think the sampling boxes and vendors will have really challenging times, and I think those may go away.”