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Topic

Subscription revenue

Recurring software or membership fees, typically carrying far higher gross margins than hardware and measured by attach rate, retention and plan mix.

Current clusters

product3 publishers

A $985m buyback premium turned Oura's $60.8m profit into a $924.3m loss

The deemed dividend sits three lines under the net income in the same S-1, and each outlet picked a different line. Under both is a subscription that attaches to 94% of rings and now carries the margin.

Perspective Coverage

3 publishers
Builder
Builder 32%
Operator
Operator 17%
Investor
Investor 51%

Reality

Evidence86
Adoption74
Hype gap+16
Incentives84
Confidence79