GTM Sauce

Sub Club by RevenueCat · 2026-03-06

The 2026 State of Subscription Apps Report

David Barnard and Jacob Eiting (RevenueCat) walk through RevenueCat's 2026 State of Subscription Apps report: new subscription app launches up 7X since 2022 (Appfigures), iOS 77% of launches, 69% of revenue from pre-2020 apps, power-law MRR growth (top 10% +306%, median +5.3%), hard paywalls converting ~5X freemium with similar retention, 55% of 3-day trial cancellations on day zero, Google Play involuntary churn, AI apps earning 41% more per payer but churning faster, longer trials converting better (likely selection bias), and the annual-plan cancellation timeline.

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4 tactics

Duolingo · B2C · language learning app

Lifted conversion; no numbers given

Building on the Blinkist-style trial reminder paywall ('we'll remind you before the trial ends'), Duolingo tested letting users choose which day they get the reminder, drawing attention to the reminder promise.

Workedpaywallnotifications
Sub Club by RevenueCat · 2026-03-06

Duolingo · B2C · language learning app

Meaningful conversion lift over 'Try for free'; no numbers given

Duolingo changed its paywall call-to-action text to 'Try for $0.00' (released around January), replacing 'Try for free'.

Workedpaywall
Sub Club by RevenueCat · 2026-03-06

Mojo · B2C · video and story editing app

Over 50% of revenue comes after day one, vs ~80% on day zero for most apps

Mojo keeps a generous free tier, converts many users on day zero, and shows a paywall on app launch to retained freemium users, capped at once a week, to keep re-pitching premium features over time.

Workedpaywallpricing
Sub Club by RevenueCat · 2026-03-06

Claude · AI chat assistant app

App revenue jumped from hundreds of thousands to almost $1M a day

Anthropic ran a Super Bowl ad for Claude. No other details given.

Workedoffline-ads
Sub Club by RevenueCat · 2026-03-06

Numbers mentioned

WhoMetricValueContextWhen
marketNew subscription apps launched per month, whole app market (Appfigures data)count2,000 apps/month
approximate
New subscription apps launched in January 2022
marketNew subscription apps launched per month, whole app market (Appfigures data)count14.7K apps/month
approximate
New subscription apps launched in January 2026 (7X vs Jan 2022; most growth in the last six months)
marketGrowth in monthly new subscription app launches, Jan 2022 to Jan 2026 (Appfigures)growth rate+7 x
approximate
Multiple of new subscription apps per month vs January 2022
RevenueCatnew customers+7 x/month
approximate
RevenueCat new users per month grew ~7X with no increase in support tickets (new devs set up via AI agents)
marketShare of new subscription app launches that are iOS (Appfigures)share77%iOS share of all new subscription app launches, up from 67% in 2023
marketShare of 2025 app store revenue by app release cohort (Appfigures)share69%/yearShare of 2025 app store revenue from apps released before 2020
marketShare of 2025 app store revenue by app release cohort (Appfigures)share9%/yearShare of 2025 revenue from apps released 2020-2021
marketShare of 2025 app store revenue by app release cohort (Appfigures)share14%/yearShare of 2025 revenue from apps released 2022-2023 (hosts attribute the bump to ChatGPT and other foundation-model apps)
aggregateYear-over-year MRR growth, top 10% of apps in RevenueCat datasetgrowth rate+306%/yearYoY MRR growth, top decile of apps
aggregateYear-over-year MRR growth, median app in RevenueCat datasetgrowth rate+5.3%/yearYoY MRR growth, median app (roughly GDP/inflation level)
aggregateYear-over-year MRR growth, bottom-performing apps in RevenueCat datasetgrowth ratenegative (lost MRR)Bottom of the distribution shrank; many are likely abandoned apps
aggregateYear-over-year MRR growth, top 25% of apps in RevenueCat datasetgrowth rate+80%/yearYoY MRR growth, top quartile of apps
aggregateMedian annual-plan year-one retention across subscription appsretention27%/year
approximate
Median annual retention (host: 'near 30%... I think it's 27')
Cursorrevenue+USD 1,000M
approximate
Cursor announced adding $1B in revenue in a month or a quarter (speaker unsure which), ~2 years after founding
Clauderevenuehundreds of thousands of dollars
approximate
Claude app daily revenue before its surge (Appfigures data)
ClauderevenueUSD 1M/day
approximate
Claude app daily revenue reached almost $1M/day (Appfigures data)
aggregateDownload-to-paid conversion by day 35, apps with hard paywalls (RevenueCat dataset)conversion rate10.7%Download -> paid by day 35, hard paywall apps
aggregateDownload-to-paid conversion by day 35, freemium apps (RevenueCat dataset)conversion rate2.1%Download -> paid by day 35, freemium apps
Mojoshare50%
approximate
Share of Mojo revenue that does not come on the first day (more than 50%), due to a generous free tier
aggregateShare of conversions happening on day zero for most apps (RevenueCat dataset)share80%
approximate
Share of conversions on day zero (first open) for most apps
benchmarkDay-one retention considered greatretention50%
illustrative
D1 retention of 50% would be great
aggregateYear-one retention, P90 freemium apps (RevenueCat dataset)retention58%Year-one retention, 90th percentile, freemium
aggregateYear-one retention, P90 hard paywall apps (RevenueCat dataset)retention54%Year-one retention, 90th percentile, hard paywall
aggregateYear-one retention, median freemium apps (RevenueCat dataset)retention27.7%Year-one retention, median, freemium
aggregateYear-one retention, median hard paywall apps (RevenueCat dataset)retention26.8%Year-one retention, median, hard paywall (host says 'yearly' but means hard paywall)
aggregateTiming of 3-day free trial cancellations (RevenueCat dataset)share55%Share of all 3-day trial cancellations that happen on day zero; rising trend
aggregateGoogle Play subscription cancellations that are involuntary billing failures (RevenueCat dataset)sharenearly a third
approximate
Share of Google Play subscription cancellations caused by involuntary billing failures; more than double iOS
aggregateAndroid share of revenue across RevenueCat customersshare10–15%
estimate
Android revenue share; rest is iOS and web (CEO's rough guess)
aggregateGoogle Play cancellation survey reasons, cost + not enough usage combined (RevenueCat dataset)share70%
approximate
Share of Google Play cancellations citing cost or not enough usage (value proposition); technical issues and 'found a better app' are small
aggregateAI-powered apps vs non-AI apps, revenue per payer (RevenueCat dataset)arpu+41%AI apps earn 41% more revenue per payer than non-AI apps
aggregateAI-powered apps vs non-AI apps, churn speed (RevenueCat dataset)churn+30%AI apps churn 30% faster than non-AI apps
aggregateYear-one retention, AI-powered apps (RevenueCat dataset)retention21%Year-one retention, AI apps
aggregateYear-one retention, non-AI apps (RevenueCat dataset)retention31%Year-one retention, non-AI apps
aggregateTrial-to-paid conversion, trials of 17+ days (RevenueCat dataset)conversion rate42.5%Trial -> paid, trials of 17 days or longer (70% better than short trials; likely selection bias)
aggregateTrial-to-paid conversion, short trials (RevenueCat dataset)conversion rate25.5%Trial -> paid, short trials; more apps shifted to 3-day trials year over year
aggregateWhen churning annual subscribers turn off auto-renew, all categories (RevenueCat dataset)share34%Share of eventual annual churners who cancel in the first month
aggregateWhen churning annual subscribers turn off auto-renew, all categories (RevenueCat dataset)share4.7%Share of eventual annual churners who cancel in month 11
aggregateWhen churning annual subscribers turn off auto-renew, all categories (RevenueCat dataset)share11%Share of eventual annual churners who cancel in month 12, right before renewal