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They will desperately double down on revenue/user instead of user growth.
by hackernewds 3y ago
They will desperately double down on revenue/user instead of user growth.
- _puk 3y agoWhilst I agree, that's what I don't get. When a user is expected to have to repurchase a product in the future (e.g. phone upgrade), do they look at it as squeezing as much revenue out of a single user whilst they own a single device, or over lifetime ownership of many devices? You can imagine a scenario where they squeeze an extra 20% revenue whilst that user owns their device (great for this quarter) at the cost of 100% of future revenue when the user moves to another brand on renewal. If the average phone upgrade is 21 months [0], then this feels like a short enough timeframe for this to be felt in the numbers. 0: https://www.counterpointresearch.com/smartphone-users-replace-their-device-every-twenty-one-months/ https://www.counterpointresearch.com/smartphone-users-replac...