Podcasts about arpu

The Information's Elon Musk reporter Theo Wayt and Crypto reporter Yueqi Yang talk with TITV Host Akash Pasricha about SpaceX's historic public debut, retail investor allocations, and price discovery happening via crypto perpetual contracts. We also talk with TMF Associates President Tim Farrar about Starlink's dropping ARPU, terminal cost subsidies, and upcoming launch site expansions, and The Information's AI reporter Stephanie Palazzolo about how Anthropic is blindsiding key partners like Figma and Canva by moving directly into the software application layer.Articles discussed on this episode: https://www.theinformation.com/briefings/spacex-shares-open-150-per-sharehttps://www.theinformation.com/briefings/crypto-traders-bet-spacex-ipo-popping-20https://www.theinformation.com/articles/anthropic-blindsides-business-partnersSubscribe: YouTube: https://www.youtube.com/@theinformation The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agendaTITV airs weekdays on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Follow us:X: https://x.com/theinformationIG: https://www.instagram.com/theinformation/TikTok: https://www.tiktok.com/@titv.theinformationLinkedIn: https://www.linkedin.com/company/theinformation/Chapters:00:00 - Introduction01:13 - SpaceX Goes Public in Historic $2T IPO 10:06 - Starlink Margin Squeeze & Telco Threats 19:57 - Inside the SpaceX Retail Trading Playbook 33:54 - Anthropic Blindsides Software App Partners

BBC reporting put a potential SpaceX stock market move back in focus and raised questions about structure and timing. SpaceX has provided liquidity through secondary sales at high valuations without public disclosure. The launch business set a 2023 record with ninety six orbital missions and holds multi-year NASA awards for Commercial Crew and the Artemis Human Landing System. Starlink adds recurring revenue across consumer and enterprise segments, with margins tied to ARPU, equipment costs, and satellite replenishment. Listing options include a Starlink spin-off, a tracking stock, a traditional IPO, or a direct listing. Competitive pressure from Amazon's Project Kuiper and Eutelsat OneWeb and policy risks will affect valuation. A public debut would influence employee liquidity, mutual fund marks, supplier multiples, and late-stage private market pricing.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Liftoff finally went public this week — at a valuation that tells you exactly what the public market thinks mobile ad networks are worth. That's just one of four stories this week that genuinely matter if you run UA.Matej Lančarič flies solo for the breaking news segment, ranked from biggest to most practical. Liftoff listed on Nasdaq as LFT after a second attempt, raising $437M at a $3.83B valuation — a 25% haircut from the $5B it wanted in January, and below the private valuation General Atlantic paid in 2025. A Niko Partners report buried a number most Western publishers still aren't modeling: minigames are now almost 20% of mobile game spending in China. Akin launched AMF Capital with Makers Fund, opening with a $28M UA financing facility for Birhack. And the throughline of the week — mobile has officially shifted from core-first to event-first, with Monopoly Go's Simpsons crossover, Rovio's own admission, and Supercell's MoCo reboot all pointing the same direction.The bar keeps moving up. The industry is consolidating around scale, capital, and live-ops.━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━⏱️ TIMESTAMPS00:00 Supercell reboots MoCo's live-ops00:30 Liftoff goes public at $3.83B — the IPO breakdown03:00 China minigames are now 20% of mobile spend05:30 AMF Capital launches with a $28M UA financing deal07:00 Mobile shifts from core-first to event-first09:00 What event-first actually means for your UA

In this episode of In Demand, Asia and Kim dive into one of the most misunderstood topics in SaaS growth: how to choose the right marketing channels for your company. This is part one of a two-part series on SaaS marketing channels. In this episode, they focus on the strategy behind channel selection, including customer behavior, levels of awareness, ARPU, and how different markets discover products in completely different ways. They unpack why there is no universal “best” marketing strategy, how founders fall into silver bullet thinking, and why the companies that succeed either get very lucky or build strong strategic processes for understanding their market. This episode is a deep dive on how to think strategically about SaaS marketing instead of blindly copying tactics that worked for someone else. Got a question you'd like Asia to unpack on the podcast? Record a voicemail here. Links: DemandMaven Subscribe to The Work by DemandMaven on Substack Competing Against Luck by Clayton Christensen Chapters (00:04:30) - Why silver bullet thinking doesn't work when it comes to marketing.(00:07:30) - The difference between luck and strategic process in SaaS growth.(00:10:38) - How to think about picking the best marketing channels for your business.(00:13:00) - How to identify the channels your audience actually uses.(00:17:30) - Coffee roasting software as an example of how customers actually discover products.(00:24:00) - Getting creative about the channels that you invest in.(00:25:15) - Manufacturing software example: uncovering hidden channel opportunities through observation.(00:32:30) - Why average revenue per user and budget matter for choosing the right marketing channels.(00:42:15) - Eugene Schwartz's five levels of awareness and how this informs the campaigns you choose for your channels.(00:54:00) - Why simply “running ads” usually fails for early stage SaaS companies.(01:03:30) - Recapping the questions founders should use to choose marketing channels strategically.

In this episode of Run the Numbers, CJ breaks down SpaceX's S-1, unpacking what the filing reveals about Starlink, xAI, X, common control accounting, revenue, losses, CapEx, and Elon Musk's Mars-linked compensation structure.—SPONSORS:RightRev is an automated revenue recognition platform built for teams that have outgrown spreadsheets and billing tool workarounds. It handles high-volume subscriptions, usage-based contracts, and mid-cycle upgrades, so you can scale without scrambling at month-end. For RevRec that keeps your books clean, visit https://www.rightrev.com/CJRillet is an AI-native ERP built for modern finance teams that want to replace NetSuite and close faster. With revenue recognition, close management, multi-entity support, and native Stripe and Salesforce integrations, Rillet helps scaling companies run their finance stack in one place. Hundreds of teams, including Windsurf and Mercor, use Rillet to make the zero-day close real. Book a demo at https://www.rillet.com/cjEY works with high-growth tech companies to navigate the messy realities of scaling—from regulatory requirements to IPO readiness. By helping teams get it right early and often, EY lets founders stay focused on building while reducing risk as they grow. Learn more at https://www.ey.com/techstartupsSpendHound is a SaaS spend management platform built for finance and procurement teams that want visibility and leverage in every deal. By tracking all your software, benchmarking pricing across thousands of vendors, and surfacing contracts and renewals, SpendHound helps you stop overpaying and negotiate with confidence. Trusted by teams at ZoomInfo and Hootsuite. Get started at https://www.spendhound.com/cjBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsAleph is a modern FP&A platform built for teams that want more than another planning tool. By connecting your ERP, CRM, and other systems into one trusted data layer with AI workflows, Aleph helps you move faster with real-time insights. Get a personalized demo at https://www.getaleph.com/run—LINKS: CJ: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—TIMESTAMPS:0:00 SpaceX S1 breakdown0:50 Elon's Mars colony comp plan2:03 Common control accounting: SpaceX + xAI + X3:04 What SpaceX actually does3:43 How reusable rockets work4:24 Launch cost curve: foundation of everything5:49 Launch services: $8B, 85% of global launches6:44 Starlink: $11.4B, 63% EBITDA margins7:36 xAI and X: burning $1B/month8:22 Sponsors — RightRev | Rillet | EY11:18 Colossus and orbital AI thesis11:41 Revenue, segments and CapEx breakdown14:54 RPO: $28.4B backlog15:18 Starlink subscribers and ARPU decline16:01 Target valuation: $1.5–1.75 trillion16:47 Starlink deep dive18:05 International pricing strategy21:38 The consolidated entity problem22:28 Related party section: nine pages22:32 Sponsors — SpendHound | Brex | Aleph26:15 Valor Equity: $20B in equipment leases27:05 Tesla cross-ownership and Terrafab28:23 R&D: $8.6B, 46% of revenue30:33 Starship: key risk and growth linchpin31:41 Red flag 1: CEO comp tied to Mars colony32:22 Red flag 2: Musk concentration risk32:49 Red flag 3: Cursor option — $10B downside33:36 Red flag 4: X advertising is shrinking34:06 IPO structure and SPCX ticker34:50 30% retail allocation, no lockups35:44 S&P 500 inclusion forces buying within 15 days37:54 Valuation: 60–70x forward revenue38:43 Peer comparison39:44 What you're buying at $1.5T40:53 CFO comp: the only sane plan in the filing41:25 Bitcoin on the balance sheet41:57 Credits

In this episode of The Canadian Investor Podcast, Simon and Dan discuss some of the largest IPOs in history and whether 2026 could become a record-breaking year for new listings. They break down Saudi Aramco, Alibaba, Facebook, Uber, and Rivian, before looking ahead to potential mega-IPOs from SpaceX, OpenAI, and Anthropic. They also explore whether investor demand can keep up with these massive valuations. The discussion then shifts to the Financial Planning Canada Financial Stress Index, highlighting how Canadians are feeling about money, rising living costs, retirement savings, debt, and the growing financial divide between younger and older generations. Finally, they examine a new TD report that downgraded Canada’s telecom sector. Simon and Dan discuss declining ARPU, increased competition from Freedom Mobile, dividend risks, and whether companies like BCE, Telus, and Rogers can adapt to a changing market. Tickers of stocks discussed: BCE, T, RCI.B, META, UBER, RIVN EY 2025 IPO Summary EY Q1 2026 IPO Summary FP Canada Financial Stress Index Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Analysts Don Kellogg and Roger Entner evaluate AT&T's new OneConnect plan, examining its impact on both consumer value and the competitive landscape, as well as new price increases for existing subscribers.00:00 Episode intro 00:26 New OneConnect plan overview 04:01 ARPU is waning as a metric 04:30 AT&T's strategy with the plan 05:23 Price increases on existing customers 06:21 Will price hikes backfire? 07:54 The company remains focused on the long term 08:33 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, AT&T, OneConnect, convergence, fiber, cable, FWA, ARPU, ARPA, T-Mobile, bundling, price increases, churn, revenue, EBITDA

Les catégories socioprofessionnelles (CSP) ont longtemps constitué la colonne vertébrale de la segmentation client en France. Or ces nomenclatures, dont on oublie parfois qu’elles ont officiellement changé de nom dans les classifications de l’INSEE dès les années 1980, continuent de structurer les analyses marketing de nombreuses enseignes. C’est ce paradoxe que Philippe Le Magueresse, fondateur d’Océans et Astrolabe et ancien directeur général adjoint d’OpinionWay, a choisi de mettre au centre d’un webinaire organisé avec Visionary Marketing. Son propos est de montrer pourquoi les outils classiques de segmentation masquent autant qu’ils révèlent, et comment une approche fondée sur l’hybridation des données transforme la connaissance client en levier de décision réel. Segmentation client : pour aller au-delà des CSP Segmentation client Les CSP, un outil de segmentation client dépassé Le titre du webinaire, « Segmenter les consommateurs au-delà des CSP », n’est pas anodin. Si l’acronyme a techniquement été remplacé par « PCS » (professions et catégories socioprofessionnelles), le terme reste d’usage courant dans les directions marketing, par habitude autant que par commodité. Le Magueresse ne s’y attarde pas. Ce qui lui importe, c’est de montrer ce que ces catégories ne permettent pas de voir. Un cas tiré de la distribution alimentaire Il l’illustre avec un exemple concret tiré de la distribution alimentaire. La pénétration d’une enseigne analysée selon les découpages traditionnels (sexe, âge, statut, région, catégorie d’agglomération, CSP) donne une image relativement lisse. Les variations autour de la moyenne restent faibles et les écarts passent sous le radar. Remplacez cette grille par une lecture fondée sur les SocioPhases (une typologie en neuf classes construite à partir des données ouvertes de l’INSEE à la maille Iris, développée par la société Oktos, voir encadré ci-dessous) et l’image change radicalement. Les variations de pénétration vont de 1 à 2,5 selon les classes. « La moyenne ne décrit pas vraiment la réalité de la clientèle de cette enseigne. Elle masque des dynamiques très différentes. » Les SocioPhases expliquées par l’exemple La maille Iris, unité de base de l’analyse territoriale La maille Iris mérite une explication. Unité géographique de référence de l’INSEE, elle regroupe environ 2 000 habitants partageant des caractéristiques homogènes d’habitat et de population. On peut combiner à cette échelle des données de revenus, d’activité, de prix de l’immobilier et des résultats de bureaux de vote. Il devient ainsi possible de créer des typologies, non sur la donnée déclarative, mais sur des comportements et des descripteurs objectifs. On obtient ainsi neuf classes qui rendent compte de la réalité sociale, territoriale et patrimoniale des Français. Ce niveau de précision ne peut être atteint avec les CSP. Ruraux en crise, ruralité profonde : quand la nuance change tout L’exemple des deux classes les plus pénétrées par l’enseigne étudiée illustre la valeur opérationnelle de cette approche. « Ruraux en crise » et « ruralité profonde » présentent des taux de pénétration proches (autour de 36 %) et des poids comparables. Pourtant, leur contribution au chiffre d’affaires diffère sensiblement, tout comme leur part d’achats réalisés sous promotion. Bases de données comportementales et métaphore du lampadaire La ruralité profonde, financièrement plus à l’aise, achète moins sous promo. Les ruraux en crise y recourent davantage. Pour un distributeur qui investit massivement dans la promotion, cette distinction n’est pas anecdotique. Elle conditionne directement le retour sur investissement de campagnes entières. Les bases de données comportementales, aussi riches soient-elles, tournent en rond. Ces bases permettent d’expliquer des comportements par d’autres comportements. C’est la métaphore du lampadaire. On cherche là où il y a de la lumière, pas nécessairement là où se trouvent les réponses. Les typologies géosociales apportent ce pas de côté. Elles offrent une clé de lecture extérieure aux données internes de l’enseigne. Ce qui permet d’éclairer les clients avec des variables sans rapport direct avec leurs habitudes d’achat. La fragmentation des données, un problème d’organisation autant que d’outils Si ces approches existent, pourquoi ne sont-elles pas plus largement adoptées ? La réponse de Le Magueresse est sans détour. Ce n’est pas une question d’outils. Ce qui fait obstacle, c’est l’organisation et la culture. Dans la plupart des entreprises, les fonctions marketing sont découpées en silos étanches. Connaissance client, activation CRM, communication, relation client. Chaque département arrive en réunion avec ses propres indicateurs, ses propres définitions, ses propres logiques. « On passe 80 % de la réunion à s’aligner sur les chiffres, et il reste très peu de temps pour décider. » Le problème culturel est encore plus profond. Il repose sur une croyance implicite selon laquelle chaque département, en optimisant ses propres résultats, contribue à l’optimum global de l’entreprise. Or dans aucun système l’optimum global n’est obtenu par la somme des optimums locaux. L’exemple de l’acquisition et de la fidélisation l’illustre bien. Une équipe acquisition qui réalise 120 % de ses objectifs en recrutant des profils inadaptés génère mécaniquement une chute du réachat. Le problème n’est pas la performance individuelle. C’est l’absence de langage commun. Pourquoi en sommes-nous encore là ? Cette situation appelle un commentaire direct. Le secteur de la distribution traverse une crise structurelle sévère. Les fermetures de commerces de centre-ville se multiplient et plusieurs enseignes de grande distribution affichent des résultats sous pression. Le data marketing existe précisément pour apporter les réponses que l’intuition ne peut plus fournir seule. Il est donc assez sidérant de constater qu’au XXIe siècle, des organisations dépensent encore 80 % de leur temps de réunion à s’accorder sur la définition d’un indicateur plutôt que de mettre en œuvre des innovations pourtant disponibles. Ce n’est pas un problème de technologie. Les outils existent, les données sont accessibles en open data et les typologies comme les SocioPhases sont opérationnelles. C’est un problème de gouvernance et de culture d’entreprise. Tant que chaque département optimise son propre périmètre sans vision transversale, les arbitrages resteront sous-optimaux et les occasions manquées s’accumuleront. Quand l’algorithme devient le manager : la leçon Amazon La question de l’algorithme-manager n’est pas théorique. Dans ses entrepôts français, Amazon a poussé cette logique à son terme. Des scanners enregistraient en temps réel chaque geste des préparateurs de commandes, mesurant les temps d’inactivité à la seconde et déclenchant des alertes automatiques en cas d’écart de productivité. La CNIL a sanctionné Amazon France Logistique à hauteur de 32 millions d’euros fin 2023 pour surveillance jugée excessivement intrusive. Le Conseil d’État a partiellement réduit cette amende à 15 millions en décembre 2025. Tout en reconnaissant le principe de la surveillance algorithmique du travail comme légalement encadrable. Ce cas illustre une tension réelle. L’algorithme peut piloter les tâches quotidiennes avec une précision qu’aucun manager humain ne pourrait atteindre, mais au prix d’une pression continue que les salariés peinent à absorber. Absentéisme élevé, turnover important, accidents du travail en hausse dans les entrepôts français : le bilan social parle de lui-même. La donnée ne saurait être un instrument de contrôle brut. Elle doit s’inscrire dans une intention managériale, ce qu’illustre précisément Le Magueresse lorsqu’il rappelle que l’IA ne donne pas le sens. La donnée ne parle pas d’elle-même C’est ici que la segmentation client retrouve sa fonction première. Non pas décrire des populations, mais créer un référentiel partagé entre des équipes qui, faute de base commune, se parlent sans se comprendre. Comme le formule Le Magueresse, une donnée s’interprète, on la contextualise, on lui donne un sens et on la met en relation avec des décisions à prendre. La chaîne de transformation (données, informations, connaissances, décisions) n’est pas automatique. Elle suppose un travail collectif d’interprétation que ni la technologie ni l’IA ne peuvent court-circuiter. Ce point mérite qu’on s’y arrête à l’heure où les outils d’intelligence artificielle se multiplient à un rythme qui dépasse la capacité d’absorption des organisations. L’IA peut déclencher des actions et automatiser des décisions opérationnelles, mais elle n’a pas de direction propre. La différenciation entre enseignes ne se jouera pas sur la puissance des algorithmes, auxquels tous auront accès, mais sur la qualité des données qui les alimentent et sur les intentions que les équipes leur assignent. Retail, banque, télécoms : une approche transversale Le Magueresse se garde de cantonner son propos au retail alimentaire, même si c’est là que les démonstrations sont les plus parlantes. Le principe des SocioPhases s’applique à tout secteur qui dispose d’une base de données clients géolocalisée. Dans la banque, la grille permet de décomposer le produit net bancaire par classe et d’identifier les segments à fort potentiel ou à risque de décrochage. Pour ce qui est des télécoms, c’est l’ARPU (revenu moyen par utilisateur) qui se prête à cette lecture. Dans la distribution spécialisée, ce sont les comportements d’achat saisonniers ou les réponses aux opérations promotionnelles. La maille IRIS dans la segmentation client L’intérêt de la maille Iris est précisément là. Elle est assez fine pour coller à la réalité locale d’un point de vente. Un directeur de magasin dont la zone de chalandise est dominée par des classes aisées n’a pas les mêmes besoins en termes de facing et d’assortiment qu’un homologue implanté en zone périurbaine en difficulté. Les préconisations nationales des centrales d’achat ne peuvent pas rendre compte de cette hétérogénéité. L’accord récemment signé entre Carrefour et la société Vusion illustre la direction que prend le secteur. Ce partenariat déploie des étiquettes électroniques et des caméras pour piloter la vie du rayon en temps réel. La donnée devient opérationnelle et immédiate, capable de déclencher des réassortiments automatiques, tout en recélant une valeur analytique à plus long terme pour ajuster les assortiments locaux. Les prochaines étapes de la segmentation client Dès lors qu’une enseigne contrôle électroniquement l’affichage des prix, elle dispose d’une réactivité nouvelle pour gérer les produits en fin de vie ou à date limite de consommation courte. Ce n’est pas seulement une opportunité commerciale. C’est aussi une réponse concrète au gaspillage alimentaire. La même donnée, réutilisée dans une autre temporalité, permet d’affiner les prévisions de production et de réduire les ruptures. « La donnée est un bien non rival. On peut l’utiliser plusieurs fois. Elle ne s’use pas. » Cette propriété, trop souvent négligée, est au cœur de la valeur que Le Magueresse cherche à faire comprendre aux organisations qu’il accompagne. Le directeur marketing de demain, un algorithme? Quant à savoir si le directeur marketing sera un jour remplacé par un algorithme, question posée en référence à l’ouvrage de Stéphane Amarsy Mon directeur marketing est un algorithme paru il y a une dizaine d’années, la réponse est nuancée. Le directeur marketing sera de plus en plus épaulé par l’intelligence artificielle. Mais c’est à lui, et aux équipes qu’il anime, de définir le projet collectif derrière la marque, d’orienter l’exploitation des outils et de donner une intention aux machines. Ce travail-là, aucun algorithme ne peut le faire à sa place. La segmentation client, dans ce cadre, n’est pas un outil parmi d’autres. C’est le socle d’un langage commun sans lequel les organisations continueront de s’épuiser à optimiser des silos, pendant que d’autres, plus lucides, auront choisi de tirer dans le même sens. Qu’est-ce que les SocioPhases ? Les SocioPhases sont une typologie géosociale propriétaire développée par Oktos, société française de data marketing fondée en 1993. Il s’agit de la première typologie construite à la maille Iris en neuf classes et trente sous-classes, représentative des 67 millions de Français et des 50 700 Iris du territoire métropolitain. Contrairement aux CSP, qui classent les individus selon leur profession déclarée, les SocioPhases décrivent des environnements de vie. Elles combinent les données du recensement INSEE 2022, les valeurs foncières de 2014 à 2024, et les résultats des élections présidentielles 2022 et des législatives 2024. Aucune donnée déclarative n’est utilisée, uniquement des données objectives en open data. Le principe directeur est la mesure de l’ouverture ou de la fermeture des territoires sur le monde. Cette dimension, absente des typologies classiques, s’avère fortement corrélée aux comportements de consommation, à la sensibilité aux prix, à la réponse aux promotions et à la fidélité aux enseignes. Oktos propose deux typologies complémentaires. Les ImmoPhases sont axées sur la valeur immobilière des territoires et comptent huit classes. Les OnomaPhases constituent une segmentation générationnelle en cinq classes fondée sur l’analyse de 30 852 prénoms sur 120 ans d’histoire. Les trois typologies peuvent être croisées et intégrées directement dans les bases de données comportementales des entreprises via la clé Iris ou l’adresse postale, dans le strict respect du RGPD. À propos de Philippe Le Magueresse Philippe Le Magueresse est fondateur d’Océans et Astrolabe, cabinet spécialisé dans la structuration des arbitrages data marketing. Ancien directeur général adjoint d’OpinionWay, où il a dirigé les études marketing avant de développer une activité d’hybridation des données, il accompagne depuis plus de trente ans des organisations (principalement dans le retail, la distribution et les services) dans leur transformation par la donnée. Il intervient également à l’EBG (Electronic Business Group), principal think-tank français sur l’innovation digitale. The post Segmentation client, dépasser les CSP appeared first on Marketing and Innovation.

SUMMARY DEL SHOW Futuros levemente en verde tras extenderse hasta abril la pausa de ataques a infraestructura energética de Irán. Baja un poco la tensión en petróleo, pero el riesgo de titulares sigue alto. $NFLX sube precios en EE. UU. para financiar más contenido y empujar ARPU. $NVO recibe aprobación de la FDA para Awiqli, insulina basal semanal. Flujos vuelven a acciones de EE. UU. con la mejor semana en cuatro meses. Entraron $37.24 Billones netos, con preferencia por large caps y Treasuries de corto a intermedio plazo.

Erika Nelson of Lynxx Networks talks about the KPIs broadband providers should be paying attention to. From market share and ARPU to digital analytics and customer reviews, Erika shares how her team uses data to guide decisions and measure success. 

It's an AI-heavy episode with real stakes: Jessica digs into OpenAI's evolving approach to shopping and why “closing the loop” on commerce could be the proving ground for consumer monetization. The group sparrs over charts: OpenAI vs. Anthropic annualized revenue, what “slope” investors actually care about, and whether Anthropic's developer-first strategy (code, tokens, and high ARPU) is the smarter path than consumer mindshare.Sam argues that “intelligence” is heading toward a global, frictionless commodity market (bad for margins, great for usage) and introduces the idea of “dark pools” (proprietary access/data/relationships) as the only durable moat. Dave counters with the more optimistic take: AI is collapsing the line between “consumer” and “developer,” turning everyone into a builder, and launching a new creative medium (with examples spanning from software to film). Brit adds fuel with “nano-targeted” commerce and a tour through A16Z's Top 50 GenAI web products list, highlighting both mainstream shifts and the internet's… more ‘unexpected' categories.Finally: a truly out-of-left-field deal pitch from Jess: should someone buy the Tennis Channel for ~$1B? Plus a rapid-fire pop culture close (Kelce's return, Oscars bets, and what everyone's watching) before Sam heads back to the sauna.Chapters:0:00 — Intro & Sam's Sauna Hat1:33 — First-Ever MOL Podcast Ad3:54 — ChatGPT's Shopping Pivot7:19 — The Chart: OpenAI vs Anthropic Revenue11:52 — The Slope: Linear or Super Linear?16:10 — Commerce Is Bad. Attention Is Good.19:04 — AI Is Turning Everyone Into a Builder20:15 — "$1B Raised, $900M spent on Inference"23:17 — AI Is Worse Than the Cable Business35:58 — Dark Pools: Death of the Open Marketplace40:45 — The P50 Problem: What Happens to Average People?42:38 — "Software Is Totally Commoditized"45:43 — Brit's Bot Corner: Anime Husband Chatbots 50:44 — Should You Buy the Tennis Channel for $1B?54:22 — Pop Culture CornerWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessSpotify: https://podcasters.spotify.com/pod/show/moreorlesspodOn demand reactions powered by AI: https://molchat.ai/ Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

SUMMARY DEL SHOW Futuros extienden ganancias: Trump dice que la guerra con Irán podría terminar “muy pronto” y el petróleo se enfría fuerte, aunque el riesgo sigue en titulares. $JOBY sube por selección en un piloto federal de eVTOL que habilita operaciones tempranas en 10 estados antes de certificación final FAA. $MSFT lanza Microsoft 365 E7 a $99/usuario para empujar Copilot y agentes de IA; $LLY advierte que el “cap” de $50 en GLP-1 no será uniforme en Medicare.

On the podcast: the experiments behind Mojo's 60% lift in ARPU, why a winning paywall in Japan completely failed in the US, and why not relying on day one for most of your revenue is actually a strength.This conversation is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report. Each episode in this series will explore one crucial topic and share actionable insights from top subscription app operators.Top Takeaways:

In this solo episode, Steve P. Young, Founder of App Masters, breaks down the newest and most effective app monetization strategies working right now and some key insights he presented at AppsFlyer's MAMA San Francisco 2026.With competition increasing across the App Store and Google Play, monetization is no longer just about adding a paywall; it's about designing the right pricing strategy, structuring trials intelligently, and optimizing every step of the user journey.Steve will share real examples from top-grossing apps and explain how leading subscription apps are increasing revenue without increasing downloads.This session is perfect for founders, product managers, and growth teams looking to improve conversions and maximize subscriber lifetime value.You'll Learn:✅ How top apps structure paywalls to increase conversions✅ The smartest way to use trial-to-discount and paid intro offers✅ How to recover lost revenue with winback and triggered discount strategies✅ Pricing psychology tactics that increase ARPU without hurting conversionLearn More:Subscribe to the newsletter and get free access to the App Growth Playbook:https://appmasters.com/appgrowth-playbook/ You can also watch this video here: https://youtube.com/live/m-1TYFoA2sU*********************************************SPONSORSStill designing, resizing, and uploading screenshots manually? AppScreens lets you pick from hundreds of high-converting templates, generate for every device size and language in minutes, and upload automatically to directly to App Store Connect and Google Play Console. Trusted by more than 100K developers and ASO experts worldwide.Try it free: https://appscreens.com/?via=am*********************************************Thinking about your next great app? This is the best time to make it! Contact Chaim at b7dev.com and get your idea started! Delivery times are super short; you'll be surprised by the cost to develop! B7dev.com*********************************************If you're advertising your growing mobile app, you need a measurement partner you can actually rely on — and that's where AppsFlyer comes in.It gives you a clear view of your entire funnel — from the first impression all the way to the install, in-app events, and user LTV. You'll know what's driving real results, and what's just noise.What teams love about it? It's stable, accurate, and built to handle everything the mobile world throws at you — privacy changes, creative optimization, you name it.And when you need help? Their global support team is there 24/7 — not just to fix things, but to help you grow.If you're ready to level up your mobile marketing and make smarter decisions, check out AppsFlyer.com *********************************************Follow us:YouTube: ⁠AppMasters.com/YouTube⁠Instagram: ⁠@App MastersTwitter: ⁠@App MastersTikTok: ⁠@stevepyoung⁠Facebook: ⁠App Masters⁠*********************************************

Is Pinterest stock (PINS) a hidden gem… or just a really good looking business with a monetization problem? In our first-ever Investment Committee episode, we take a deep dive into Pinterest.We break down:ARPU vs. Meta (and why that gap matters)The 9x monetization problem between the U.S. and Rest of WorldAI-powered discoveryStock-based compensationand more...At ~$18 per share and down big from highs, is this a turnaround story, an acquisition target, or a value trap? As always: do your own research. We're here to sharpen thinking, but the decision is yours.Join the premium Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.

Analysts Don Kellogg and Roger Entner examine the shifting reporting metrics at AT&T and T-Mobile, and why these optics don't alter the underlying fundamentals. 00:00 Episode intro 00:24 AT&T's improved disclosures 02:00 The analytics are still on target 03:10 T-Mobile shifts to account-level churn reporting 06:13 Transparency in the wireless industry 07:40 T-Mobile's free line issue 08:57 Listener shout-outs and appreciation 09:21 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, disclosures, AT&T, T-Mobile, churn, Verizon, ARPU, free lines, Q4, Q1

Recorded live at Cloud Connections, Doug Green, Publisher of Technology Reseller News, spoke with Sabeeh Hameed, Founder of Sabrhub and a newly announced member of the Cloud Communications Alliance (CCA). The conversation focused on how service providers can offset declining voice revenues by accelerating business messaging adoption—while navigating the growing complexity of 10DLC registration. Hameed explained that Sabrhub was built to address a fundamental shift in the market. As industry reports continue to show declining voice revenues and tightening margins, messaging has emerged as a critical growth opportunity for CSPs and service providers—especially when messaging is enabled on existing voice numbers. However, the introduction of mandatory 10DLC registration has transformed what was once a simple service into a major operational bottleneck. Rather than viewing 10DLC as a barrier, Sabrhub treats it as an opportunity. Hameed noted that many service providers experience campaign rejection rates as high as 70–90 percent, often due to incomplete or improperly structured submissions. Each rejection adds weeks of delay, additional fees, and customer frustration. Sabrhub's platform uses AI to pre-vet campaigns before submission, dramatically increasing approval confidence and reducing onboarding time. According to Hameed, Sabrhub has reduced the brand registration process from hours—or even weeks—down to approximately 15 minutes, with approvals often completed within 24 hours and a reported 99 percent success rate. The platform abstracts away the complexity of use cases, opt-in requirements, privacy policies, and legal disclosures, presenting the process in a customer-friendly format that improves both speed and experience. While AI powers the platform, Hameed emphasized that Sabrhub is not “selling AI” as a product. Instead, AI operates behind the scenes to eliminate friction, guide brands through compliance requirements, and enable service providers to bring messaging services to market faster and more reliably. For MSPs, channel partners, and voice service providers attending Cloud Connections, Hameed positioned messaging compliance as a direct revenue opportunity. By simplifying 10DLC registration and accelerating time to service, partners can increase ARPU, reduce churn, and offer differentiated messaging solutions without taking on regulatory complexity themselves. More information about Sabrhub and its AI-driven 10DLC solutions is available at https://www.sabrhub.com/.

aiOla is pioneering speech-to-data technology that transforms unstructured speech into actionable data for enterprise operations. As a serial entrepreneur on his sixth startup, Co-Founder Amir Haramaty built aiOla after witnessing firsthand how traditional AI implementations fail to deliver ROI in enterprise settings. The company has developed proprietary technology that achieves near-100% accuracy in challenging environments with heavy jargon, multiple languages, and difficult acoustics. With strategic investors including a major airline and partnerships with Nvidia, Accenture, and USG, aiOla is addressing the fundamental challenge that 95% of enterprise AI pilots fail to show value by focusing on immediate, measurable ROI through speech-based data capture. Topics Discussed: The genesis of aiOla from consulting work revealing AI's implementation gaps in traditional enterprises Solving the triple challenge of speech recognition: accuracy in jargon-heavy environments, separating signal from noise, and converting speech to structured workflow data aiOla's "jargonic" approach: creating hyper-personalized language models for specific processes without retraining Early customer acquisition through serendipitous encounters and demonstrating immediate ROI Vertical expansion strategy from food manufacturing to aviation, travel, hospitality, and retail Channel partnership strategy refined from previous startups to achieve scale The shift from convincing customers about speech technology to being pulled into diverse use cases Building the aiOla Intelligate orchestration layer to dynamically select optimal speech recognition models GTM Lessons For B2B Founders: Make CFOs your best friend, not IT departments: Amir explicitly targets CFOs rather than IT as primary buyers because "it doesn't matter how small or big you are, you still have to do more with less." While IT serves as facilitators, CFOs control budgets focused on operational efficiency and ROI. B2B founders should identify which executive truly owns the pain point and budget authority, even if IT will implement the solution. Deploy capital strategically to remove obstacles before they emerge: aiOla convinced their airline investor to provide working capital specifically to fund POCs for prospects without existing budgets. This eliminated the "we don't have pilot budget" objection before it arose. B2B founders should proactively identify and neutralize common barriers in their sales process, whether through creative deal structures, proof-of-concept funding, or implementation support. Prioritize instant ROI over long-term transformation promises: Amir explicitly avoids "digital transformation" conversations, instead selecting use cases delivering "biggest impact within shortest period of time with minimum obstacle possible." The airline baggage tracking example saved 110,000 hours immediately, creating momentum for expansion. B2B founders should resist selling comprehensive transformation and instead identify narrow use cases with quantifiable, rapid returns that create internal champions. Replicate proven use cases across customers rather than customizing: Once aiOla achieved success with specific applications like CRM data entry or pre-op inspections, they "stop, print, replicate" rather than reinventing for each customer. This approach reduced a two-hour inspection process to 34 minutes in food manufacturing, then replicated across industries. B2B founders should document successful implementations as repeatable playbooks and resist the urge to over-customize for each prospect. Channel success requires speaking the partner's economic language: When working with telcos, Amir demonstrated that his solution increased ARPU by 34% and reduced churn by 17%—the only two metrics telcos prioritize. He built predictable models showing exactly how many units each channel rep would sell by geography. B2B founders pursuing channel strategies must translate their value proposition into the specific KPIs that drive partner economics and compensation. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

On the podcast, I talk with Cem about the premium trap many apps fall into, why free trials work even for freemium products, and how ‘try for $0.00' actually outperforms ‘try for free'.Top Takeaways:

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin continues his conversation with Alex Rozek, Founder and CEO of Mac Mountain, to examine how technology shifts, capital discipline, and changing consumer expectations reshaped broadband in 2025, and what those changes lock in for the future.As the broadband industry closes out 2025, momentum has clearly shifted. Fiber and fixed wireless access accelerated subscriber growth, traditional cable continued to lose ground, and satellite connectivity matured into a meaningful, if supplemental,piece of the ecosystem. At the same time, midstream changes to BEAD funding rules, rising data consumption, and the rapid adoption of AI-driven applications have pushed operators to rethink how networks are financed, built, and operated.Rozek brings a pragmatic, builder-focused perspective to the conversation, grounded in unit economics and long-term infrastructure thinking. In Part 2 of this year-in-review discussion, the focus turns to technology tradeoffs, capital stack strategy, and the question of what 2025 permanently changed about broadband deployment in the United States.Key Discussion Highlights:• BEAD Funding Reality Check: Rozek explains why Mac Mountain ultimately chose not to pursue BEAD opportunities in multiple states, citing complexity, compliance costs, and long timelines that often undermine the apparent appeal of grant funding. He contrasts BEAD with alternative financing paths, such as tax-advantaged revenue bonds and private capital, that can accelerate deployment and improve certainty.• Unit Economics as the North Star: Rather than leading with subsidies, Rozek emphasizes starting with unit economics all-in cost per subscriber, expected ARPU, and long-term cash flow, to determine whether a project makes sense. He outlines a benchmark model where disciplined costs and scalable operations drive attractive returns on invested capital over time.• Capital Stack Evolution: The conversation details how healthy broadband capital stacks evolve as networks scale, moving from private equity and term loans to warehouse facilities and, eventually, asset-backed securitizations. Rozek notes that while capital availability remains strong in 2025, discipline and sequencing matter more than ever.• Fiber vs. Fixed Wireless vs. Satellite: Rozek breaks down the physical and economic realities that differentiate connectivity technologies. Fiber's superior bandwidth, durability, and long-term cost profile position it as the dominant solution for most homes, while fixed wireless and low-Earth-orbit satellites like Starlink play important supplemental roles in hard-to-serve or low-density areas.• Why Cable Is Struggling: Rising upload demand, AI-driven workloads, cloud-based content creation, and multi-terabyte monthly usage are straining legacy cable architectures. Even with DOCSIS 4.0 upgrades, Rozek argues coax faces structural limits compared to fiber's scalability.• AI and the Bandwidth Inflection Point: From video conferencing to generative AI tools, Rozek highlights how rapidly growing upstream and downstream data needs are redefining what “adequate” connectivity means, reinforcing fiber's role as essential infrastructure rather than a premium upgrade.• What 2025 Locked In: Reflecting on the year, Rozek suggests 2025 may mark the moment when the question shifted from “Why do we need this?” to “How do we get it?” For consumers, developers, municipalities, and policymakers alike, high-quality broadband is increasingly viewed as foundational, on par with electrification or transportation infrastructure.This episode builds on the financing and service-model themes from Part 1, adding a deeper examination of technology tradeoffs and long-term infrastructure strategy. Together, the two-part series captures a broadband industry in transition, moving from experimentation and debate toward clearer standards, expectations, and execution paths.

In this episode of Wavelengths, the Amphenol Broadband Solutions podcast, host Daniel Litwin continues his conversation with Alex Rozek, Founder and CEO of Mac Mountain, to examine how technology shifts, capital discipline, and changing consumer expectations reshaped broadband in 2025, and what those changes lock in for the future.As the broadband industry closes out 2025, momentum has clearly shifted. Fiber and fixed wireless access accelerated subscriber growth, traditional cable continued to lose ground, and satellite connectivity matured into a meaningful, if supplemental,piece of the ecosystem. At the same time, midstream changes to BEAD funding rules, rising data consumption, and the rapid adoption of AI-driven applications have pushed operators to rethink how networks are financed, built, and operated.Rozek brings a pragmatic, builder-focused perspective to the conversation, grounded in unit economics and long-term infrastructure thinking. In Part 2 of this year-in-review discussion, the focus turns to technology tradeoffs, capital stack strategy, and the question of what 2025 permanently changed about broadband deployment in the United States.Key Discussion Highlights:• BEAD Funding Reality Check: Rozek explains why Mac Mountain ultimately chose not to pursue BEAD opportunities in multiple states, citing complexity, compliance costs, and long timelines that often undermine the apparent appeal of grant funding. He contrasts BEAD with alternative financing paths, such as tax-advantaged revenue bonds and private capital, that can accelerate deployment and improve certainty.• Unit Economics as the North Star: Rather than leading with subsidies, Rozek emphasizes starting with unit economics all-in cost per subscriber, expected ARPU, and long-term cash flow, to determine whether a project makes sense. He outlines a benchmark model where disciplined costs and scalable operations drive attractive returns on invested capital over time.• Capital Stack Evolution: The conversation details how healthy broadband capital stacks evolve as networks scale, moving from private equity and term loans to warehouse facilities and, eventually, asset-backed securitizations. Rozek notes that while capital availability remains strong in 2025, discipline and sequencing matter more than ever.• Fiber vs. Fixed Wireless vs. Satellite: Rozek breaks down the physical and economic realities that differentiate connectivity technologies. Fiber's superior bandwidth, durability, and long-term cost profile position it as the dominant solution for most homes, while fixed wireless and low-Earth-orbit satellites like Starlink play important supplemental roles in hard-to-serve or low-density areas.• Why Cable Is Struggling: Rising upload demand, AI-driven workloads, cloud-based content creation, and multi-terabyte monthly usage are straining legacy cable architectures. Even with DOCSIS 4.0 upgrades, Rozek argues coax faces structural limits compared to fiber's scalability.• AI and the Bandwidth Inflection Point: From video conferencing to generative AI tools, Rozek highlights how rapidly growing upstream and downstream data needs are redefining what “adequate” connectivity means, reinforcing fiber's role as essential infrastructure rather than a premium upgrade.• What 2025 Locked In: Reflecting on the year, Rozek suggests 2025 may mark the moment when the question shifted from “Why do we need this?” to “How do we get it?” For consumers, developers, municipalities, and policymakers alike, high-quality broadband is increasingly viewed as foundational, on par with electrification or transportation infrastructure.This episode builds on the financing and service-model themes from Part 1, adding a deeper examination of technology tradeoffs and long-term infrastructure strategy. Together, the two-part series captures a broadband industry in transition, moving from experimentation and debate toward clearer standards, expectations, and execution paths.

In this episode, we break down Lessmore's second major hit after Arrows and explain why Forgemaster is a pure IAP-driven idle RPG with no visible ads. From Legend of Mushroom mechanics and gacha systems to LTV, UA limits, and creative strategy, this is a deep dive into why Lessmore knows exactly when ads help and when they don't.What we cover• Why Forgemaster feels instantly familiar• Legend of Mushroom DNA explained• Why are ads missing on purpose• LTV vs scale tradeoffs• UA and creative bottlenecks• How this game could scale furtherGet our MERCH NOW: 25gamers.com/shop--------------------------------------PVX Partners offers non-dilutive funding for game developers.Go to: https://pvxpartners.com/They can help you access the most effective form of growth capital once you have the metrics to back it.- Scale fast- Keep your shares- Drawdown only as needed- Have PvX take downside risk alongside you+ Work with a team entirely made up of ex-gaming operators and investors---------------------------------------For an ever-growing number of game developers, this means that now is the perfect time to invest in monetizing direct-to-consumer at scale.Our sponsor FastSpring:Has delivered D2C at scale for over 20 yearsThey power top mobile publishers around the worldLaunch a new webstore, replace an existing D2C vendor, or add a redundant D2C vendor at fastspring.gg.---------------------------------------This is no BS gaming podcast 2.5 gamers session. Sharing actionable insights, dropping knowledge from our day-to-day User Acquisition, Game Design, and Ad monetization jobs. We are definitely not discussing the latest industry news, but having so much fun! Let's not forget this is a 4 a.m. conference discussion vibe, so let's not take it too seriously.Panelists: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jakub Remia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠r,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Felix Braberg, Matej Lancaric⁠Podcast: Join our slack channel here: https://join.slack.com/t/two-and-half-gamers/shared_invite/zt-2um8eguhf-c~H9idcxM271mnPzdWbipg00:00 — Intro & context after Arrows01:40 — Why Forgemaster matters03:10 — Visual DNA and reused assets04:30 — Legend of Mushroom comparison06:20 — Gacha, skills, pets & progression09:00 — Idle loops and infinite treadmill11:30 — PvP, clans and social layers13:30 — The missing ads question16:00 — Why Lessmore likely turned ads off18:10 — Revenue, ARPU and LTV signals20:30 — UA performance and CPI reality23:00 — Creative strategy limits25:10 — How to scale Forgemaster further27:30 — Category outlook for idle RPGs29:30 — Final takeaways---------------------------------------Matej LancaricUser Acquisition & Creatives Consultant⁠https://lancaric.meFelix BrabergAd monetization consultant⁠https://www.felixbraberg.comJakub RemiarGame design consultant⁠https://www.linkedin.com/in/jakubremiar---------------------------------------Please share the podcast with your industry friends, dogs & cats. Especially cats! They love it!Hit the Subscribe button on YouTube, Spotify, and Apple!Please share feedback and comments - matej@lancaric.me---------------------------------------If you are interested in getting UA tips every week on Monday, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠lancaric.substack.com⁠⁠⁠⁠⁠⁠ & sign up for the Brutally Honest newsletter by Matej LancaricDo you have UA questions nobody can answer? Ask ⁠⁠⁠⁠⁠⁠⁠⁠Matej AI⁠⁠⁠⁠⁠⁠ - the First UA AI in the gaming industry! https://lancaric.me/matej-ai

Analysts Don Kellogg and Roger Entner are joined by Recon's XJ Wang to share insights from the new report on device insurance and discuss the changes carriers must make to retain their customer base.00:00 Episode intro 00:26 Device insurance market overview 02:32 The “Income Paradox” and market disruptors 06:05 Innovative strategies in the space 07:58 Carriers should seize opportunities 11:15 Changes are key to customer retention 12:35 Report overview and episode wrap-upThe Anxiety Premium: Structural Disruption and Behavioral Economics in the U.S. Device Insurance Market: https://www.reconanalytics.com/products/the-anxiety-premium-structural-disruption-and-behavioral-economics-in-the-us-device-insurance-market/Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, XJ Wang, devices, insurance, switching, Spectrum, AKKO, T-Mobile, AT&T, Verizon, ARPU, Charter, MVNO, churn, retention

回望 2025，人工智能的引擎依然高速运转，但关于 AI 泡沫的质疑也从未停止。 今天的节目是硅谷徐老师 Howie 与真格基金的管理合伙人戴雨森站在2025年年末的对谈，Howie 与雨森聊了聊中美大模型这一年的追赶趋势，AI 公司的商业化路径，还有美股七巨头的长期发展，也聊了聊对 AI 泡沫的质疑、资本投入与回报的巨大鸿沟，以及2026年 AI 企业面临最大的考验是什么。 本期人物 硅谷徐老师 Howie，硅谷高管、投资人、安全AI浏览器Norton Neo创始人。小红书：硅谷徐老师 戴雨森，真格基金的管理合伙人 主要话题 [00:14] 2025 年，AI 行业有哪些出乎意料的变化？ - 中国模型公司的追赶速度明显超出年初预期 - 开源模型的主导权正在向中国转移 - 市场对 AI 的信心与对泡沫的担忧同时上升 [03:02] 中国模型为什么能在一年内追得这么快？ - 头部 SOTA 的进展从「阶跃式」变成更 incremental 的提升 - 训练成本与推理 API 价格都在显著下探 - 开源生态从年初的 LLAMA 叙事转向「中国开源模型的天下」 [07:59] 为什么硅谷又冒出一批「以研究为主」的新 AI Lab？ - 现有范式还能榨取空间，但不再是指数级/阶跃式增长 - 新范式需要更宽松、更 bottom-up 的研究环境，而不是 KPI 赛马 - 做范式创新不一定需要百亿千亿，但需要长期探索自由 [08:57] 为什么说「过去是 scaling 的日子，现在要回到 research 的日子」？ - Pretraining + Posttraining/RL 仍有效，但边际收益在放缓 - 真正想逼近更强的自我学习能力，需要研究突破来解锁 - 中美顶尖研究员开始聚焦相似的「下一步问题」（如 continuous learning、世界模型等） [22:28] Agent 为什么是「十年的开始」，而不是一年结束战斗？ - 真正的 Agent 更接近 L3：给目标与资源，能规划、执行、反思、调整 - 难点不在演示，而在完成度、可靠性与「谁来背锅」 - corner case 与错误后的 self-recovery 才是长期瓶颈 [38:06] AI 创业为什么不像移动互联网那样靠分发赢？ - 移动互联网更像分发渠道创新，AI 更像 RD 驱动的代际迭代 - 现在用户时间已被占满，新应用获客是一场「Uphill battle」 - 最有效的路径是把模型能力做成「魔法时刻」的产品体验，靠口碑扩散 [43:45] AI 到底怎么赚钱：订阅、广告还是用量计费？ - 先有好产品，再慢慢长出原生商业模式是常态（类比 Google/Facebook） - Chatbot 对搜索广告有冲击，但广告更像存量博弈（从 Google/Meta/TikTok 抢） - Token 只有 SOTA/near-SOTA 能长期收费，随后会商品化走向 flat rate/开源/端侧 [52:42] 为什么 2026 年是 AI 的第一次「交作业之年」？ - 市场已经在交易 2026、甚至 2027 的预期，预期被打得很满 - 边际定价者越来越在看用户、收入、兑现节奏，而不是宏大叙事 - 低垂果实快摘完了，提高付费率与 ARPU、跨越鸿沟都比想象难 [01:05:59] AI 时代，美股七巨头谁更危险，谁还有机会？ Knock Knock 世界年度榜单

Six years after his first appearance on Founder Views, Luca is back with the real story of how AI forced a full business model and go-to-market shift.Customerly went from a seat-based, product-led support platform for small SaaS teams to an AI-first customer service engine selling into mid-market and enterprise, where volume and ROI are obvious.In this episode we get into:The AI pivot: why they refused to build “old-school chatbots,” and how ChatGPT changed what was possibleQuality metrics that matter: error rate, confidence thresholds, escalation triggers, and why AI CSAT can be higher than humansWhat actually trains a good AI agent: knowledge base structure, what not to upload, and how hallucinations happen in the real worldAutomation outcomes: average ticket closure rates, what drives 80%+ vs 40–50%, and how teams improve over timeEnterprise GTM shift: moving from product-led to sales-led, filtering signups, longer cycles, bigger ACVOutbound reality: why the agency failed, what changed when they built outbound internally, and the tooling stack (Clay, Apollo, Lemlist, Pipedrive)Founder sales lessons: Challenger Sale thinking and why founders still need to own sales earlyThe Arena The Arena is a private Skool community for SaaS founders who are actively building and selling. I share real-time decisions, experiments, and assets as I use them while growing a bootstrapped SaaS.No theory. No polish. Just execution.Learn more at: https://www.skool.com/the-arena/Chapters / Timestamps00:00 – Reunion after 6 years and what changed (COVID + AI era)01:27 – Luca intro: what Customersly does today02:30 – From $100K ARR to near $1M and why pricing changed05:08 – “Chatbots are shit”: how they built AI without the bad UX07:10 – Under 1% error rate and reducing hallucinations09:52 – Grounded AI, intents, and automating beyond FAQs11:09 – Closure rate benchmarks and what “good” looks like16:41 – How to pick an AI support tool that actually works18:20 – Training mistakes: transcripts, clutter, and marketing banners causing hallucinations20:46 – Confidence thresholds and escalation as a feedback loop22:48 – How long it takes to move from 45% to 70–80% automation24:34 – Should AI learn from your inbox? Pros, risks, and why they avoid it29:41 – Implementation timelines: small teams vs enterprise rollouts31:38 – Why AI CSAT can beat humans (speed wins)35:46 – Escalation rules: human request, sentiment, low confidence, missing info37:21 – Going enterprise: ARPU jump and sales-led reality41:02 – Outbound experiment: agency failure and building it internally43:32 – LinkedIn ads + Clay targeting + the masterclass lead magnet49:25 – Challenger Sale and shifting the conversation53:20 – Founder lesson: why you can't outsource what you haven't done58:54 – Outbound stack: Clay, Apollo, Lemlist, Sales Nav, Pipedrive01:05:12 – 2026 vision and wrap

On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon's Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change carriers18:42 Networks depend on MNO pricing20:44 Verizon, Visible, and subscriber growth24:23 MVNO strategy must differ26:20 Upselling lower-income customers27:40 Cable's free line strategy as a model28:51 Is Total relevant or not?31:10 Price vs. value31:57 The current landscape is unsustainable33:36 Which metrics matter?35:52 MVNO branding is falling short39:45 Business models should be customer-centric41:23 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value

How do you take a niche SaaS product from zero to $150k MRR in under two years — without venture capital?In this episode of Founder Views, Kosta Panagoulias sits down with Nadav Boaz, co-founder of VoiceDrop, to break down exactly how they scaled fast by combining cold email mastery, SEO execution, and ruthless operational discipline.This isn't theory. Nadav shares what actually worked — and what didn't — across dozens of past businesses before VoiceDrop finally clicked.We cover:How VoiceDrop reached $150k MRR with a lean, remote teamThe exact 3 growth channels they double down on (and why)How cold email is used strategically — not spammySEO tactics that helped them rank #1 and show up in AI searchWhy pre-authorizing trial users increased conversions from 12% → 50%Managing churn in a high-ticket SaaSWhy “usage” matters more than loginsLessons from running (and failing) dozens of businesses before successIf you're a SaaS founder focused on execution, leverage, and real growth, this episode delivers.Chapters / Timestamps00:00 – Why VoiceDrop caught Kosta's attention02:00 – What VoiceDrop does (ringless voicemail explained)04:00 – Team size, remote setup, and founder roles07:00 – Using past businesses as leverage for new SaaS launches10:20 – The 3 growth pillars: SEO, cold email, Google Ads13:30 – SEO execution: keywords, authority, and SOPs with VAs16:00 – Ranking in AI search (ChatGPT, Gemini, etc.)18:10 – Cold email infrastructure that actually works22:00 – Targeting, segmentation, and ARPU strategy26:00 – When SEO overtook outbound as the #1 channel27:00 – Boosting trial-to-paid conversion to 50%30:00 – Pre-authorization: filtering tire-kickers32:00 – Human vs product-led conversions36:00 – Using AI inside the product (voice cloning, scripts)39:00 – AI for outbound replies and internal leverage41:30 – Scaling fast without burning out as a founder45:30 – Customer support, tooling, and cost control50:00 – Managing churn in a high-ticket SaaS53:30 – The single metric Nadav watches daily54:20 – Favorite business book & lifestyle choices56:20 – One billboard lesson for SaaS founders 

Předposlední díl série Wolfcastu „Vývoj her a peníze“ odhaluje zásadní proměnu herního průmyslu v éře online a live service her.Hry už nejsou jen „jednorázové“ produkty, ale živé organismy vyžadující neustálou podporu, obsah, komunitní management a technickou péči. Více než polovina nákladů tak často směřuje na provoz, aktualizace a získávání hráčů, což klade vysoké nároky na udržení rovnováhy mezi náklady a příjmy za uživatele.Podcast také představuje přehled klíčových metrik, které určují úspěch online her, a vysvětluje, jak fungují ekonomické modely jako ARPU a CAC. Navíc přináší úvod do světa Web3 her, které slibují decentralizované vlastnictví, obchodovatelnost aktiv a nové způsoby monetizace, i když zatím zůstávají spíše v experimentální fázi s mnohými riziky. Tento díl tak nabízí komplexní pohled na současné i budoucí výzvy v dynamickém světě herního průmyslu.Podcasty a další obsah ⁠RetroNation.cz⁠ můžeme natáčet kvůli podpoře ⁠od komunity na Patreonu⁠. Děkujeme vám za ni! Jakékoliv dotazy a připomínky pište na email ⁠retronationrulez@gmail.com⁠.

This week, we detail all the numbers you should know from Disney and Paramount's earnings and the comments made by executives during the earnings calls. We discuss the latest subscriber numbers, DTC operating income, ARPU, content spending budgets, Paramount ending free trials and the upcoming Paramount+ price increase. We also debate what Disney's CEO might mean when he said that gen-AI short-form UGC will be available on Disney+ in the future. We also highlight that, starting in 2026, Apple's MLS Season Pass will be discontinued, and that all MLS games will be streamed on the Apple TV service at no additional cost, potentially bringing more exposure to MLS content. We break down Amazon's announcement that Prime Video now reaches 315 million monthly viewers globally, and why we don't know what it means, without any details on the methodology. To wrap up, we cover news related to Netflix, Roku, NBC, and Kaltura's plans to acquire eSelf.ai.Podcast produced by Security Halt Media

MoviePass became a cultural phenomenon—then imploded under new ownership. Founder Stacy Spikes bought the brand out of bankruptcy for ~$140K, relaunched, and delivered profitable 2023 and 2024—now unveiling Mogul, a fantasy-sports-style game for movies that could 10x ARPU versus subscriptions. In this episode, Spikes recaps the original data behind movie subscriptions (111% lift in theater attendance; concessions tailwind), what broke during the $10-per-month era, and why MoviePass 2.0 pairs a sustainable, any-theater subscription with a knowledge-based gaming platform (salary cap, leaderboards, seasonal play). We cover unit-economics realities (why exhibitors can subsidize with F&B and MoviePass can't), core user behavior and demographics, state-by-state fantasy rules, and the thesis that theatrical is still the #1 out-of-home entertainment globally. Investors get the scale path; founders get lessons on resurrecting a beloved brand—this time with the right business model.Highlights include…The rise, fall, and return: why the $10 unlimited era failed—and what's different nowData that started it all: subscription → +111% moviegoing; concessions economicsWhy Mogul (fantasy/prediction game) = higher ARPU, stickier engagementSubscriptions vs. exhibitors: pricing power, F&B offsets, and sustainable marginsCore user profile & frequency patterns; seasonalityState-by-state rules for knowledge-based contests (daily fantasy analog)Building a bigger ecosystem: MoviePass + MogulChapters00:00 Intro & why MoviePass still matters00:28 The cultural phenomenon & collapse01:20 Buying the brand back (~$140K) and relaunch03:22 Founding logic: subscription → more attendance04:42 What went wrong with $10 unlimited07:28 Fraud era, bankruptcy, and reset08:01 Profitable 2023/2024; what changed11:22 Unit economics vs. theater F&B12:38 Pivot to Mogul (fantasy/prediction)14:46 Knowledge-based contests, ARPU potential17:33 Current sub business: usage, demos, seasonality20:46 Growth plan & ecosystem vision22:52 Why theatrical is still king28:37 How to learn more & invest

Welcome and Introduction- Will Townsend welcomes Anshel Sag to episode 240 of G2 on 5G.- Coverage of six topics spanning 5G and 6G developments.T-Mobile's Edge Control Solution- Launch of Edge Control at fourth annual Innovate Awards.- Combines 5G advanced network with local breakout for private-like cellular experience.- Zero on-premise infrastructure requirement distinguishes this solution.- Strategic positioning against Verizon and AT&T in enterprise cellular offerings.Nvidia and Nokia Partnership- Extension of aerial RAN computer announcements for 6G.- Nvidia's billion-dollar investment in Nokia signals strategic alignment.- Partnership includes T-Mobile and Dell Technologies for server infrastructure.- Nokia stock surged 25% following the announcement.All-American AI RAN Stack- Announcement of domesticated supply chain for 6G development.- Nvidia's aerial platform moving to open source to accelerate adoption.- Full-stack solution involving Cisco, Mitre, and Booz Allen.- Focus on spectrum sensing and computer vision applications.Nvidia DGX Spark Developer Experience- Anshel Sag shares hands-on experience with DGX Spark device.- 200 gigabit connectivity and scalable memory capacity.- Simplified software stack enables AI deployment without extensive coding knowledge.Samsung Networks and SoftBank MOU- Joint research agreement for 6G and AI-based RAN technologies.- Four focus areas: 6G, AI for RAN, AI in RAN, and large telecom models.- Cultural significance of Korean-Japanese partnership in telecommunications.5G Techratory Event Insights- Will Townsend's experience hosting panels in the Baltic region.- "Defense of 5G" panel discussion with European experts and skeptics.- Challenges in European 5G deployment due to fragmented regulation.- Delayed standalone 5G rollout creating similar frustrations as experienced in U.S.Fixed Wireless Access as Killer Use Case- FWA success in U.S. market with T-Mobile leading adoption.- AT&T's Internet Air product serving consumers and enterprises.Verizon's Fiber Expansion Strategy- New CEO driving aggressive fiber buildout through wholesale partnerships.- Deal with Eaton Fiber for network expansion without direct capital investment.- Following AT&T's successful fiber strategy after years of market leadership.Competitive Fiber Market Dynamics- AT&T's overinvestment in fiber driving strong ARPU and earnings performance.- T-Mobile's strategic shift toward fiber for backhaul and FWA support.- Verizon's Pac-Man approach with Frontier acquisition correcting previous divestiture.- Competition driving price improvements and better consumer options.

Why do great product ideas fail to gain traction? According to Elena Luna, it's rarely about the strategy and more often about the storytelling. In this episode of The Product Experience, Elena Luneva, a seasoned CPO, GM, and Maven instructor, joins Randy Silver live from INDUSTRY 2025 to explore how product leaders can better communicate the why behind their product decisions. What we learned from Elena— Speaking 'User' isn't enough – Executives care about business impact, not just engagement metrics.— Translate features to financials – Frame product initiatives in terms of ARPU, opex savings, or revenue impact.— Use storytelling with data – Combine real user insights with projections to make your case.— Seasonality matters – Product testing should account for time-of-year and market behaviour.— Align go-to-market early – Synchronising product and sales is key to driving measurable outcomes.— Ask better questions – Start with: What is it? Why does it matter? How much will it cost? When will we get it?Chapters 2:45 – The Ceiling for Great PMs4:09 – Speaking Executive5:22 – Case Study: Nextdoor Maps9:52 – Translating Engagement to Revenue10:49 – Embedding Finance into Product Thinking12:43 – Pivoting During COVID14:36 – Business Fluency at All Levels16:00 – Building Context Across Teams18:26 – The Four Questions20:06 – Thinking in Horizons22:43 – Shifting Accountability26:23 – CPMO vs. CPTO27:43 – Common Mistakes29:42 – Seasonality & Cannibalisation32:29 – Practical First Steps34:21 – Credits & OutroFeatured Links: Follow Elena on LinkedIn | Elena's Substack | Industry Conference Cleveland 2025 recap at Mind The Product | Sign up to Elena's coaching course We're taking Community Questions for The Product Experience podcast.Got a burning product question for Lily, Randy, or an upcoming guest? Submit it here. Our HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A...

In this episode of UC Today, host Christopher Carey sits down with Lee Hamilton, Head of Product Marketing at Dstny, to explore the evolving landscape of Microsoft Teams. Lee shares insights on how Dstny's Call2Teams service empowers service providers and enterprises to seamlessly integrate voice into Teams while maximizing existing infrastructure. If you're curious about hybrid work, AI-driven communications, and the future of unified communications, this conversation is packed with actionable insights.Discover how Dstny is redefining voice integration in Microsoft Teams:Seamless Teams Telephony: Learn how Call2Teams plugs directly into existing PBX and UC systems, enabling organizations to maintain legacy infrastructure while embracing Teams' platform.Hybrid Work Enablement: Explore how Dstny supports a hybrid workforce, offering scalable solutions for companies of all sizes and industries.AI Integration Through Voice: Understand why voice is the foundational layer for AI in customer interactions, meeting assistants, and sentiment analysis.Partner and Customer Success: Hear about the positive impact Dstny has had on service providers' growth, ARPU, and customer retention through Teams integrations.Dstny's Call2Teams is more than a service, it's a strategic tool for enhancing employee and customer experiences while laying the groundwork for AI-driven communications. Whether you're a service provider or enterprise decision-maker, this discussion highlights practical ways to leverage Teams and stay ahead in the evolving UC landscape.

Top Skills Entrepreneurs Need at Each StageYou don't need every skill right now—you need the right skill for the stage you're in. In this episode, I map the journey from Founder → Farmer → Tinker → Chief and show you the two keystone skills that unlock growth at each step, plus quick drills you can run this week.Founder: It's you against friction. The superpowers are resilience and work ethic—shipping V1s, selling before perfecting, and turning chaos into cash. I share daily habits that keep you moving when everything feels uphill.Farmer: Consistency beats heroics. Here the wins come from focus and a practice mindset. We install a simple weekly scorecard (traffic → leads → show → close → ARPU → churn), build 10-minute SOPs, and kill “new idea whiplash” with a monthly change window.Tinker: Your machine runs; now you protect attention and capital. The keys are an investor mindset and patience—delegating

In this episode, we're joined by Michael Rotella, a product leader who's helped brands like Weight Watchers, Verizon, and top startups build high-retention, high-ARPU apps that turn downloads into lifelong subscribers.Mike's obsessed with one thing — making apps people keep using.He breaks down why retention and ARPU growth aren't outcomes of acquisition — they're the growth strategy.He'll share how combining habit-forming design, contextual activation moments, and leveraging AI can turn installs into sustained subscribers — without blowing the budget on ads spend.If you're building a subscription app, this episode shows you exactly what to do after the install to keep users hooked, engaged, and paying.You will discover:✅ The growth formula nobody talks about — Retention + ARPU beats Acquisition✅ How to turn installs into subscribers in the first 24 hours✅ The habit-loop framework behind top 10% free-to-paid conversion rates✅ How to show value before the paywall and prevent early churn✅ How light AI insight amplifies retentionLearn More:

Killing the Golden Goose — Why Tinkering Hurts (and How to Stop)Ever “improved” your business and watched revenue dip? This episode is about the Tinker phase—when a little success gives you a little freedom…and you accidentally starve the golden goose that got you here. I unpack the three ways owners drag healthy businesses down:Fiddling for “better.” Endless tweaks to offers, pricing, scripts, and schedules without evidence. Fix: install a change discipline—a monthly change window, small A/B tests, a simple decision log, and a weekly dashboard (leads, show/close rate, ARPU, churn, CSAT).Neglect via distraction. A shiny side project steals your best hours while the core engine slows. Fix: a Minimum Care Plan—a daily Owner's Power Hour (one growth action before anything else), a crisp scorecard cadence, 10-minute SOPs for recurring tasks, and one Primary-in-Command with clear escalation thresholds.Blowing it up. Panic leads to firing staff, scrapping models, or rebranding from scratch. Fix: a 30–60–90 recovery—stabilize, repair what worked, then improve surgically (one test at a time).You'll leave with a practical cadence to keep speed, protect consistency, and grow without self-sabotage—plus three quick actions to run this week: schedule a monthly change window, add a daily Power Hour, and pick one metric to protect every Friday.Connect with Chris Cooper:Website - https://businessisgood.com/

September is in full swing - Apple is about to host its highly anticipated event - fingers crossed the new iPhone will be awesome! “Back to School” theme is everywhere you look; one of the things that kids need to learn about is obviously finance. OK, not for kids but for app brands and developers, we want to share yet another App Talk interviewconducted by Peggy Anne Salz with Andrew Davies, Chief Innovation Officer at Paddle. Yes - you will hear about innovation in the app pricing and payment; Andrew is a brilliant speaker and really knows the space. He explains how Paddle simplifies back-office complexity, enables web-to-app monetization, shares best practices in pricing and retention, highlights data-driven strategies to reduce churn, and outlines a future shaped by AI, no-code tools, and democratized monetization. Today's topics include: Paddle's role in solving back-office complexity: simplifying global payments, taxes, fraud prevention, and subscription management so founders can focus on product and growth. The rise of web-to-app monetization: why app developers are diversifying beyond app stores and the opportunities this creates for both scaled and early-stage apps. Customer insights and best practices: pricing experimentation, retention tactics like downgrade/pause offers, and the importance of true localization. Retention strategies: macro trends like growth via reactivation, reducing involuntary churn, and Paddle's case studies on churn prevention. Future vision: preparing for the shift of volume out of app stores, the impact of AI and no-code on app creation, and Paddle's mission to democratize monetization. Links and Resources: Andrew Davies  on LinkedIn Paddle website Business Of Apps - connecting the app industry Quotes from Andrew Davies “We often say second time founders choose Paddle because first time round you don't really know what the problems are that are going to come tomorrow. But second time around you think, okay, I'll put something in place at the beginning that means I'm not building up debt for the future.” “If you are changing your price every quarter, you'll outperform someone who isn't by about 103% on ARPU. It's not that every pricing change is good—it's that you're building a muscle for testing.” “This is not just about making business work or removing complexity. You're actually democratizing it for everyone who's going to be a maker—to make and to sell. Because what's the fun of making if you can't monetize it?” Host Business Of Apps - connecting the app industry since 2012

Episode 143: This week, I cover the viewership stats from YouTube's exclusive NFL live global stream, breaking down what the numbers really mean, since many in the media misreported them. I discuss the challenges that the NFL, FOX and ESPN say they have in working with Nielsen, who once again, announced it is changing the way it measures viewership, which is absent of impartiality and transparency. I also detail the latest news and rumors involving WBD, the upcoming TNT Sports app, and the news that the HBO Max platform will lose live sports in the US next year. Also covered are the rumors that Paramount Skydance wants to make a bid for WBD, and I detail why, if a deal were to happen, it would be far more complex than most realize and would not quickly raise ARPU and reduce churn like some suggest.Amazon's quality stream for the season kickoff of Thursday Night Football is discussed, along with DISH price increases, DAZN's new multiview feature for select NFL Game Pass subscribers and news that Walmart+ members can choose between the ad-supported plans of Paramount+ and Peacock and switch every 90 days at no additional cost. Finally, I provide context around the news that Vimeo has agreed to be acquired by Bending Spoons in an all-cash transaction that values Vimeo at approximately $1.38 billion and detail the numbers from Vimeo's balance sheet that most are not looking at, but should be.Podcast produced by Security Halt Media

Alle reden über „mehr Fokus“. Falsch. Fokus ist eine Folge – nicht die Ursache. In dieser Episode zerlegen wir die gängigen Ratschläge radikal logisch und drehen die Kausalität um: Du hast keine Fokus-Probleme, du hast Ziel- und Margenprobleme. Aus einer LinkedIn-Umfrage: 56 % geben „zu wenig Fokus“ an, 29 % „zu operativ“, nur 2 % „bessere Mitarbeiter“. Wir zeigen, warum genau diese Reihenfolge dich festhält – und wie du sie umdrehst. Du bekommst ein Anti-Plan-Playbook: Kill-Liste statt To-dos: 80 % Aktivitäten sofort beenden. Offer-Upgrade: Marge & ARPU vor Recruiting – erst Cash, dann Leverage. Fractional A-Player: gezielte Spikes einkaufen, nicht „Hände“. Fokus als Design: Commitment Devices, 2-Stunden „Total Lock“. Scoreboards & Ownership: Rollen so schneiden, dass Top-Talente kommen wollen. Ergebnis: Du beendest Busywork, kaufst dir echte Kapazität, ziehst A-Player an und erzeugst Momentum, das Fokus automatisch triggert. Keine Floskeln, keine „Hacks“ – nur Hebel, die zählen. Hör rein, wenn du in 30 Tagen mehr Deckungsbeitrag, weniger Firefighting und klare Fortschritte willst. (Und ja: Am Ende gibt's den ehrlichen Call-to-Action – nicht für mehr Aufgaben, sondern für weniger Optionen mit mehr Output.)

Welcome back to another episode of the EUVC Podcast, where we gather Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward.Today's guest is Omri Benayoun, General Partner at Partech, one of Europe's premier investment platforms. Since 2014, Omri has co-led Partech's growth equity strategy, raising more than €1B across two funds and backing some of Europe's most capital-efficient champions. With a career spanning government, corporate strategy, e-commerce, M&A, and growth investing, Omri brings a rare lens on what it takes to build resilient global tech leaders from Europe.From rock climbing as a metaphor for measured risk-taking to the structural advantage of Europe's “do more with less” DNA, this conversation covers Partech's contrarian bet on bootstrapped scale-ups, the role of elite LPs, and why Europe's complexity might be its greatest strength.

This week, we detail all the news from Disney's earnings, its proposed deal between ESPN and the NFL and the launch of ESPN's new DTC service this month. We also discuss the impact of Disney's decision to no longer report paid subscribers or ARPU numbers for Disney+ and Hulu, and will cease reporting ESPN+ numbers as of next month. We also discuss all the essential numbers from Q2 earnings for WBD, Paramount Global, Fubo, Altice, Akamai, Fastly, Vimeo, and highlight the upcoming launch of FOX One on August 21st, as well as recent news from Roku and MLS.Podcast produced by Security Halt Media

Adi Ignatius, editor-in-chief of Harvard Business Review, discusses how HBR is expanding beyond traditional subscriptions with the launch of HBR Executive, a $700 premium tier aimed at senior leaders. We talk about the shift from volume to value in media, the importance of ARPU, the tension between brand legacy and innovation, and how publishers can better monetize the most valuable parts of their audience.

Is your product really ready to sell itself?Plenty of founders spot Slack, Loom, or Canva and claim, “We'll just go product-led.” The idea feels neat. No big sales team. Faster cycles. Viral growth. Yet Product-led Growth only works when the product already clears tough hurdles for ease, onboarding, and unmistakable value. Miss those, and momentum never starts.In Episode 88 of B2B SaaS Marketing Snacks, host Brian Graf sits down with long-time CMO Stijn Hendrikse to explore why early teams often overrate PLG—and how investors can identify the warning signs before wiring funds.You'll hear hands-on ways to test whether a product can truly pull in its own demand, along with the questions VCs should ask to be sure the numbers make sense.Critical topics in this episodeThe appeal and the reality of PLG:  Why founders romanticize the model and where hidden costs creep in.A “10×” rule for product-market fit:  Milestones that must scale from tens to thousands before PLG is viable.Metrics investors must see:  Value moments and pay–stay–refer ratios (share of users who pay, stick around, and invite others) needed when ARPU is small.Keeping costs in check:  How careless spending on ads, onboarding, or extras can turn a lean approach into a cash fire.Mixing self-serve with sales:  When a small sales touch helps—start small, then grow each account.Using new capital wisely:  Deepening the winning niche instead of chasing every shiny segment.By the end, you'll know how to vet a PLG claim—whether you're shipping code or writing checks. Get ready to rethink the checklist for PLG readiness and to ask sharper questions before betting on a self-service vision. B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:How to Assess If Your B2B SaaS Company Is Ready for Scalable GrowthBSMS 23 - Product led growth vs. sales led growthLooking for a Startup Marketing Agency? Here's What Every B2B SaaS Founder Needs to Know T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company. 

Most SaaS founders track too many metrics and still have no clue where their biggest growth bottleneck actually is. They're drowning in data but starving for insights. In this episode, Wes reveals the concept of building a "reverse funnel" - a simple framework that not only identifies exactly where users are dropping off, but shows you precisely which lever to pull to hit your revenue goals. Key Highlights: 01:39: How to structure your revenue goals (MRR, ARPU, units sold)02:40: The problem with tracking too many metrics without context03:43: How to identify bottlenecks in your quarterly planning04:26: The power of increasing ARPU vs. acquiring more customers06:30: Why founders consistently miss their revenue goals Resources: 

Sector expert Dan Rayburn on streaming and media space (1:15). WBD, Comcast spinning out linear assets (2:50). Netflix and Spotify (6:15). Nielsen is a joke (9:20). Metrics to look at - ARPU, very important (14:15). Netflix is still king (16:20). Disney's an interesting one (25:55). Warner Brothers' rebranding (33:30). DIRECTV doing some cool stuff, NFL free on YouTube, new Amazon numbers, Peacock still losing money (38:40).Show Notes:Super Bowl Streaming, Disney Deep Dive And Why Numbers Don't LieNetflix Releases Useless Data, But Still Considered The Gold StandardStreaming Reality Vs. Fantasy With Dan RayburnEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

In this episode, we dive into Disney's completion of its full acquisition of Hulu, announced on June 9, 2025, with the final $438.7 million payment to Comcast's NBCUniversal. We break down how this deal ends a multi-year valuation dispute and paves the way for deeper integration with Disney+ and ESPN's upcoming streaming bundle.You'll hear the latest Q1 2025 financials—$3.2 billion in revenue, 53.6 million U.S. subscribers, and a combined $293 million profit for Disney+ and Hulu—alongside ARPU figures for both SVOD and Live TV tiers. We also explore Hulu's leading 11 % SVOD market share, its dominance in streaming ad time (13 %), and the strength of its ad-supported business. Plus, discover Hulu's content strategy with hits like “The Bear” Season 4 and “Call Her Alex,” and the platform's plans for international expansion and the challenges it faces in the competitive streaming landscape. Tune in for a concise yet comprehensive update on Hulu's evolving role within Disney's streaming empire. Tags: Disney, Hulu, Acquisition, Streaming Industry, Disney-Hulu Merger, Subscriber Growth, Revenue Metrics, Profitability, ARPU, SVOD, AVOD, FAST, Disney+, ESPN Bundle, Content Integration, Media Consolidation, Q1 2025, Market Share, Advertising Business, Streaming Wars, Original Programming, The Bear S4, Call Her Alex, Ad-Supported Streaming, International Expansion, Disney Corporate, Hulu Business Update, Strategic Integration, Streaming Strategy, Industry ChallengesHashtags: #DisneyHulu #HuluAcquisition #StreamingNews #HuluUpdate #DisneyNews #DisneyPlus #ESPNBundle #SubscriberGrowth #RevenueMetrics #Profitability #HuluARPU #SVOD #AVOD #FAST #MediaConsolidation #StreamingWars #OriginalProgramming #TheBear #CallHerAlex #AdSupported #HuluAds #ContentIntegration #InternationalExpansion #MarketShare #StreamingStrategy #Q12025 #DisneyStreaming #EntertainmentBiz #MediaNews #PodcastEpisode

Send us a textAs multifamily real estate investors we want to grow average revenue per unit (ARPU). Lower vacancy rates with stable rents generate higher revenue...and...higher rents with stable vacancy also generate higher revenues. Which is better? Join Pat for a discussion of the interactions between vacancy and rent in the optimization of ARPU.

Don't Miss Out on SPF Live! July 18-19 Inside My Gym in NJ!Grab Your Spot Now: https://events.vincegabriele.com/july2025 In this episode, we dive deep with Dan Umenyora, CEO of PushPress, exploring his incredible journey from a struggling gym owner to building a $100 million fitness software company. Dan opens up about his rollercoaster path—one filled with success, failure, and hard-earned lessons. This isn't just another business story; it's a raw, unfiltered look at resilience, recovery, and relentless ambition. Top 5 Topics We CoveredThe Harsh Realities of Business Partnerships: Dan shares his experience with a failed partnership at his first gym and offers advice on why 50/50 partnerships are a bad idea and how to structure equity to avoid disaster.Overcoming Personal Struggles and Addiction: Dan gets real about his battle with addiction, losing everything, and how he clawed his way back—showing that even at rock bottom, there's a way up.The Power of Transparency and Customer Love: Learn how Dan uses transparency with his team at PushPress and why celebrating “customer love” moments has become a game-changer for his business.Mastering Gym Metrics That Matter: Dan breaks down why most gym owners get lost in the weeds with data and explains the three metrics you should focus on for real growth: funnel, retention, and average revenue per client (ARPU).The Brutal Truth About Fitness Software: Dan explains why most fitness software sucks, the hidden fees behind payment processors, and how PushPress was born out of frustration with the industry's shady practices. Don't Miss Out on SPF Live! July 18-19 Inside My Gym in NJ!Grab Your Spot Now: https://events.vincegabriele.com/july2025 If you're a gym owner seeking answers on how you can grow your gym, make more money, and have more freedom to do what you love, visit www.vincegabriele.com or book a call by CLICKING HERE!

This episode is shorter than usual and will be featured in RevenueCat's State of Subscription Apps report.On the podcast: why some apps see 30 times higher revenue on iOS versus Android, the challenges of running a business on multiple platforms, and why you should consider offering a free Android device to employees.