
Netflix’s Downgrade and the Subscription Economy Apocalypse
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Welcome to Business Lunch! Join Roland and Ryan as they discuss the changing landscape of subscription businesses. This episode is a must-listen for entrepreneurs, business owners, investors, and anyone interested in understanding why the subscription model that once seemed like a golden ticket is now facing serious challenges. Learn how to adapt your business strategy in an era of subscription fatigue and changing consumer preferences.
Highlights:
"If you're not a utility, you're probably a nice to have."
"Consumers don't love subscriptions. Businesses and investors do."
"The time to value needs to be measured in minutes, if not seconds."
"Shadow Subscription Revenue is the new game in town."
Timestamps:
00:00 - Introduction
0:01:02 - Discussing the JP Morgan Stock Recommendation
0:02:55 - Amazon's Role in Online Purchasing Trust
0:06:33 - Subscription Fatigue and Pandemic Impact
0:11:51 - Macroeconomic Factors Affecting Subscription Value
0:16:47 - Post-Subscription Economy Models
0:20:27 - Result-Based Subscription Pricing
0:22:34 - Advice for Struggling Subscription Businesses
0:25:30 - Valuation and Recurring Revenue Insights
0:27:47 - Alternative Approaches to Recurring Revenue
0:28:15 - Conclusion and
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