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With over 79 million paid members and 92.7% renewal in the U.S. and Canada, Costco’s recurring membership model remains a key growth and margin driver.
With 4,000+ paid Agentforce customers and surging Data Cloud demand, Salesforce posts $9.83B in Q1 revenue and acquires Informatica to strengthen its AI data stack.
Layoffs signal retreat from traffic-driven models as BI doubles down on paid content, events, and enterprise-wide AI adoption.
New bundled perks program offers rotating discounts, sweepstakes, and access opportunities—to drive engagement, retention, and bundling across platforms.
With nearly half of all subscribers in bundles, The Times advances its multiproduct strategy amid rising ARPU, growing ad revenue, and disciplined cost control.
New product embeds collections into the full subscriber lifecycle, helping finance teams forecast payments, reduce DSO, and protect retention.
Snap Inc. reports a 75% year-over-year increase in subscription revenue, highlighting the growing significance of Snapchat+ in its financial strategy amid advertising market uncertainties.
New perks tied to a broader strategy to increase customer lifetime value and store-level margins ahead of its North American IPO.
The $1.2B all-cash deal brings CRM, reservation, and loyalty tools to DoorDash’s platform—paving the way for recurring revenue models beyond delivery.
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