subscription
3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Mar 14, 2018 by Andre Durand · across every show →
Everything said about subscription, oldest first
Mar 14, 2018 neutral
Durand: Shifting to SaaS creates a two-thirds cash flow deficit initially
“So when we switch the business to subscription, you start collecting about a third of what you would normally collect under a perpetual license. And so that created a cashflow deficit the first year of about two thirds of that seventy five million, the second …”
Oct 19, 2021
Forzley: Transactional businesses experience active/inactive cycles rather than subscription churn
“It's a different concept because this is transactional business models. It's not like a subscription. So I don't actually have churn and that I canceled my service this month. What we have is active and inactive customers and the active inactive ratios are a f…”
Dec 24, 2025 neutral
Standout CV charges £2.70 for a two-week trial before £16.95 subscription
“We have an initial trial period of two weeks. So you pay two pounds 70 for your first two weeks. And then you go, if you don't cancel on that period, you go on to the full subscription, which is 1695 a month. So that's people who convert from that very cheap p…”