Plenty of analytics vendors will tell you they serve any business with a subscription. We would rather be genuinely useful to a narrower set of businesses whose problems we have already lived with.
Who We Serve
- Mobile VAS, where a subscription is a few euros a month and the economics only make sense in aggregate
- Carrier billing, where the operator, the aggregator and the merchant each hold a different version of the truth
- Digital content services, where engagement decays long before the billing stops
- Subscription content providers, where retention and acquisition budgets compete for the same euro
- Telecommunications and iGaming, where the recurring-revenue mechanics are close cousins of the above
Why This Is Different From Generic Subscription Analytics
A SaaS churn model assumes a customer you can identify, contact and interview. Carrier-billed customers frequently offer none of those things. The data has its own pathologies, and they break the standard playbook:
- Billing is attempted, not guaranteed. A failed charge is not the same as a cancellation, and treating them alike distorts every churn number downstream.
- Acquisition passes through aggregators and affiliates, so the conversion you paid for and the subscription that started may not be traceable to each other without work.
- Settlement arrives late, partially, and sometimes revised. Revenue recognised this month may belong to a cohort acquired two months ago.
- Identity is thin. No email, no login, often nothing but an MSISDN hash and a timestamp.
- Regulatory and operator-side changes can move the entire base at once, which will look like a behavioural signal if nobody knows to check.
Knowing that these things are true, and knowing which of them is corrupting the number in front of you, is most of the work. It is also the part a generic dashboard cannot do for you.
The Questions That Recur
- Which acquisition sources produce customers who bill more than once?
- What does a customer from this affiliate actually earn us after refunds and failed charges?
- How long before this campaign has paid for itself?
- Is the base growing, or are we replacing lapsed customers at increasing cost?
- Where is recurring revenue leaking, and is it churn or is it billing?
