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Subscriptions Have Boundary Issues

Subscription companies are redrawing the lines around price, access, usage and benefits. This week’s Signal looks at what happens when those boundaries move. Signal of the Week: Moving a boundary can change what customers believe they are buying, what the relationship is worth and the risks...

by Kathy Greenler Sexton — Sep 14, 2026 adobe chewy compliance customer value dazn family plans fox freemium goodrx membership benefits mergers & acquisitions microsoft minnesota timberwolves netflix nuvei payments recurring revenue regulatory risk roku streaming subscriber expectations subscription bundles subscription packaging subscription pricing usage-based pricing xbox

Ready or Not, Here It (AI) Comes

AI is moving deeper into pricing, payments, fraud, customer accounts and the basic mechanics of recurring revenue. Signal of the Week: AI is becoming an operating issue across pricing, payments, account security and customer authorization. We did not start this week expecting to cover quit...

by Kathy Greenler Sexton — Sep 07, 2026 american express anthropic apple bank of america discover dollar shave club edreams edreams odigeo ipsy jcb madrona mastercard meta openai opodo oura peacock salesforce truly beauty unionpay usps visa

Who’s in Control? (Hint: It’s Not You.)

Customers have more ways to shape what happens after they subscribe, and they are not the only ones gaining influence. Signal of the Week: More players have a say in what happens once someone becomes your subscriber. Subscription businesses are used to setting a lot of the rules: what cu...

by Kathy Greenler Sexton — Aug 31, 2026 a1 delivery hero disney eharmony espn hims & hers intuit keeps mailchimp nurx quickbooks rocket money thirty madison turbotax uber uber one visa workday

The New Rules of Pricing?

Companies are changing what customers pay, how they pay, and what they get in return. Signal of the Week: The price itself is no longer the whole pricing story. Pricing certainly had a week. We saw day-part pricing, usage added to the bill, subscribers required to accept a price increase, ...

by Kathleen Greenler Sexton — Aug 24, 2026 apple blue apron deepseek doxo harvest lg ms now nbcuniversal peacock trend micro walmart walmart+ worldpay youtube

Terms and Conditions May Apply.

The fine print had a busy week. Across AI, streaming, fintech, and software, subscribers were reminded that the product, price, or benefits they agreed to can continue to change after they click Subscribe. Signal of the Week: The subscription may start with your customer's yes. What happens a...

by Kathy Greenler Sexton — Aug 17, 2026 adobe anthropic apple goodrx google juniper research klarna mcgraw hill microsoft openai paypal revolut similarweb spotify stripe suno wework

Your First Dollar Is Just the Start

This week’s news shows why more of the growth opportunity is moving to what happens after the customer says yes. Signal of the Week: Your first dollar is opening the door to more ways to earn the next one. A recurring payment has traditionally done a lot of the economic work in a subscript...

by Kathy Greenler Sexton — Aug 10, 2026 disney duolingo general motors hubspot legalzoom marketwise paramount peloton roku snap starlink the new york times tiktok

Growth Needs an Asterisk*

*In this week’s earnings results, the numbers beside growth often told more of the story. Signal of the Week: Subscription growth is getting harder to read. A good growth number is hard to resist. It fits neatly in a headline, looks terrific on a slide, and gives everyone something to cele...

by Kathy Greenler Sexton — Aug 03, 2026

Can the Add-On Earn the Renewal?

Add-ons are turning existing purchases into recurring revenue. This week’s news asks whether the value will last beyond the first yes. Signal of the Week: Add-ons are opening new paths to recurring revenue. Will customers keep paying? Companies are finding subscription opportunities with...

by Kathy Greenler Sexton — Jul 27, 2026 add-on subscriptions membership models recurring revenue subscriber value subscription packaging

The Trouble With Engagement

Time spent and repeated use can look like success without producing it. This week’s news shows why subscription leaders need to understand what engagement actually delivers. Signal of the Week: Engagement is not disappearing. It’s losing its status as a self-explanatory measure of success...

by Kathy Greenler Sexton — Jul 20, 2026 engagement meta microdramas netflix streaming truecaller youtube

Cancellation Just Got More Complicated

New York City added another cancellation rule, and the compliance map keeps getting harder to read. Signal of the Week: Cancellation Just Got More Complicated New subscription rules took effect last week. This week, New York City finalized its own click-to-cancel rule. Because apparently, ...

by Kathy Greenler Sexton — Jul 13, 2026 automatic renewal cancellation click-to-cancel consumer protection new york city subscription compliance

Subscriber Friction Is Revenue Risk

App frustration, contract changes, new subscription rules, and pricing scrutiny show how subscriber friction is becoming a real revenue risk. Signal of the Week: Subscriber friction is no longer a soft customer-experience problem. It is a real revenue risk. A subscriber does not have to ha...

by Kathleen Greenler Sexton — Jul 06, 2026 amazon cancellation churn customer trust meta plex pricing strategy prime video subscriber experience subscription compliance

The Subscription You Sell Is Not Always the One Your Customer Gets

Platforms and partners can change how your customer finds, buys, pays for, and experiences your subscription. Signal of the Week: Your customer’s experience is shaped by every platform and partner between you and them. You can spend months perfecting your subscription. Then it leaves t...

by Kathleen Greenler Sexton — Jun 29, 2026 disney google google play microsoft subscriber experience & service operations vimeo

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