the.com/arpu
the one number that tells investors whether your users love you or just tolerate you.
means average revenue per user, a company's total revenue divided by its number of customers over a set period.
from born in telecom boardrooms in the 1990s, when carriers needed a single metric to compare subscriber value across markets before it spread to every subscription business alive.
blended vs segmentedone average hides free riders and whales equally
telecom obsessioncarriers report it quarterly like a heartbeat
netflix leverprice hikes exist purely to nudge this number
for instance
netflix — reports arpu per region, us above $16 monthly in 2023
reliance jio — built an empire on sub-$2 arpu at massive scale
spotify — premium arpu erodes as family plans spread revenue thinner