Sub Club by RevenueCat The Trillion-Dollar Subscription App Opportunity — Nico Wittenborn, Adjacent
Oct 30, 2020
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Defining Stickiness
- Stickiness in consumer subscription apps is defined by long-term engagement, not initial churn.
- Look for engaged user cohorts that exhibit habitual usage even after the initial trial period.
Look for Nascent Markets
- Identify nascent markets with potential for mainstream growth, like meditation apps were.
- Invest in products within these emerging markets that demonstrate long-term user engagement.
Business SaaS on Mobile
- Business SaaS on mobile is growing, with potential for higher subscription rates and retention.
- MileIQ's acquisition by Microsoft exemplifies this potential, blurring lines between consumer and business use cases.