Sub Club
Sub Club
Oct 30, 2020
The Trillion-Dollar Subscription App Opportunity — Nico Wittenborn, Adjacent
Play • 52 min

We’re at an interesting point in the evolution of the subscription app ecosystem. Mass adoption of smartphones, consumers’ increasing willingness to pay for digital services, and a better business model — Personal SaaS — are all coming together to create a huge opportunity for mobile-first subscription app developers. Just how big is this opportunity?

(Full disclosure: Nico is so bullish on the future of subscription apps, he recently invested in RevenueCat!)

In this episode, you’ll hear about:

(4:10) The formula for a breakout SaaS business: engaged users.

(5:00) Stickiness, engagement, and churn: B2B SaaS vs. consumer app businesses.

(6:56) Identifying nascent markets before they become mainstream; meditation apps (Headspace & Calm).

(14:00) The lines between consumer and business use cases are getting blurry.

(19:51) We’re in the early stages of figuring out subscription app pricing; Salesforce.

(24:46) Pricing your subscription app: balancing adoption, data collection, and user price sensitivity.

(39:55) Increased mobile spending and subscription fatigue.

(48:26) Sophistication of today’s apps and technology; Oura ring.

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