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965932

Subscription Economy: Industry Disruption, Value Chain Analysis & Market Size 2020-2025

Published: | Juniper Research Ltd | Delivery time: 1-2 business days

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Subscription Economy: Industry Disruption, Value Chain Analysis & Market Size 2020-2025
Published: October 12, 2020
Juniper Research Ltd
Delivery time: 1-2 business days
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  • Description
  • Table of Contents
Description

Juniper Research's ‘Subscription Economy’ research provides a cutting-edge analysis into this fast-growing market. Juniper Research's latest analysis provides a thorough assessment of the growth prospects and wider impact of this model.

The latest research examines which industries will be disrupted the most by the subscription economy, the impacts of a wide variety of trends on the industry including COVID-19, and an evaluation of the business models and strategies for the leading platform providers in the industry.

The research covers a wide variety of segments that offer subscriptions, including:

  • Delivery service subscriptions
  • Digital fitness service subscriptions
  • Digital music subscriptions
  • Digital spoken word subscriptions
  • Digital video subscriptions
  • Physical goods item subscriptions
  • Physical goods box subscriptions
  • Mobility-as-a-Service subscription
  • Multiservice subscriptions
  • Video game subscriptions

This research suite includes:

  • Market Trends & Vendor Strategies (PDF)
  • 5-year Market Sizing & Forecast Spreadsheet (Excel)
  • 12 months' access to harvest online data platform

Key Features

  • Disruption Assessment: Evaluation of which industries will see the biggest disruptive impact from subscription business models, and how quickly they will permeate any given space.
  • Value Chain Analysis: Analysis of each component of the subscription economy value chain; showing how business models are evolving and incorporating a wider range of monetisation practices.
  • Subscription Service Platforms Leaderboard: Analyses 16 key subscription service platform providers, including commentary on each player's strategy. Scored vendors include:
    • 2Checkout
    • BillingPlatform
    • Billsby
    • Braintree
    • Chargebee
    • Cratejoy
    • Gotransverse
    • Paddle
    • Patreon
    • Payhip
    • PayMotion
    • Podia
    • Recurly
    • Sage Intacct
    • Stripe
    • Zuora
  • Benchmark Industry Forecasts: Market segment forecasts for key subscription economy sectors, including:
    • Delivery service subscriptions
    • Digital fitness service subscriptions
    • Digital music subscriptions
    • Digital spoken word subscriptions
    • Digital video subscriptions
    • Physical goods item subscriptions
    • Physical goods box subscriptions
    • Mobility-as-a-Service subscriptions
    • Multiservice subscriptions
    • Video game subscriptions

Key Questions

  • 1. Which industries will be most disrupted by the subscription economy?
  • 2. What are the hurdles to greater adoption, both for consumers and vendors?
  • 3. Where will the subscription economy have its biggest impact?
  • 4. What are the strategies of the key players in the space?
  • 5. How can subscriptions enhance existing businesses?

Companies Referenced

  • Included in Juniper Research Leaderboard: 2Checkout, BillingPlatform, Billsby, Braintree, Chargebee, Cratejoy, Gotransverse, Paddle, Patreon, Payhip, PayMotion, Podia, Recurly, Sage Intacct, Stripe, Zuora.
  • Mentioned: 3dcart, Accel-KKR, Amazon, AMC, Andreessen Horowitz, Apple, Avangate, Bango, BigCommerce, Blue Apron, CapitalG, Castbox, Chargify, Deezer, DHL, Disney, Dollar Shave Club, DPD, Fastspring, FedEx, Fitbit, Fortumo, General Catalyst, Geniuslink, Gillette, Google, GOQii, Gousto, Grove Collective, Grover, Gwynnie Bee, Harry's Razors, HelloFresh, Ipsy, Jaguar Land Rover, Kit, Ko-fi, Loot Crate, Love Goodly, Luminary, MLB (Major League Baseball), Memberful, MemberMouse, MicKinsey, Microsoft, MoviePass, Netflix, NFL (National Football League), Not on the High Street, NOW TV, Odeon, Oracle Netsuite, Pandora, PayPal, Peloton, PureWow, Rent the Runway, Rocksbox, Sage, Samsung, Sellfy, Sequoia Capital, Showtime, Sky, Sling TV, Sonos, Sony Pictures, Spotify, Starz, Thrive Capital, Tiger Global Management, Ultima Online, uOpen, UPS, Venmo, Verifone, Visa, Vivid Money, Walmart, WooCommerce, XPO, Yodel, Zenimax Media, Zipcar.

Data & Interactive Forecast

Juniper Research's latest ‘Subscription Economy's’ forecast includes:

  • Regional splits for 8 key regions, as well as country-level data splits for:
    • Australia
    • Brazil
    • Canada
    • China
    • Croatia
    • Denmark
    • France
    • Germany
    • India
    • Italy
    • Japan
    • Mexico
    • Netherlands
    • New Zealand
    • Norway
    • Poland
    • Portugal
    • Russia
    • Singapore
    • South Africa
    • South Korea
    • Spain
    • Sweden
    • UK
    • US
  • Forecasts for a wide variety of sectors, including:
    • Delivery service subscriptions
    • Digital fitness service subscriptions
    • Digital music subscriptions
    • Digital spoken word subscriptions
    • Digital video subscriptions
    • Physical goods item subscriptions
    • Physical goods box subscriptions
    • Mobility-as-a-Service subscriptions
    • Multiservice subscriptions
    • Video game subscriptions
  • Each forecast includes
    • Number of subscribers
    • Average number of subscriptions per subscriber
    • Total subscriptions per annum
    • Average annualised subscription revenue per subscriber
    • Total subscription revenue per annum
  • Access to the full set of forecast data of 123 tables and over 29,000 datapoints.
  • Interactive Excel Scenario tool allowing users the ability to manipulate Juniper Research's data for 46 different metrics.

Juniper Research's highly granular IFxls (Interactive Excels) enable clients to manipulate our forecast data and charts to test their own assumptions using the Interactive Scenario Tool, and compare select markets side by side in customised charts and tables, greatly increasing clients' ability to both understand a particular market and to integrate their own views into the model.

Table of Contents

Table of Contents

1. Subscription Economy: Key Takeaways & Strategic Recommendations

  • 1.1. Key Takeaways

2. Subscription Economy Scope & Impact

  • 2.1. Introduction
  • 2.2. Definitions & Scope
    • 2.2.1. Market Typology
  • 2.3. Subscription Economy Market Dynamics
    • 2.3.1. Market Drivers
    • 2.3.2. Market Constraints
  • 2.4. Subscription Economy Impact Analysis
    • Table 2.1: Subscription Economy Impact Assessment
    • Table 2.2: Subscription Economy Impact Assessment Heatmap Key
    • 2.4.1. Digital Goods
      • i. Digital Audio
      • ii. Digital Video & Streaming
      • iii. Video Games
        • Figure 2.3: Video Games Market Value per annum ($m), Split by Monetisation Type, 2020-2025
    • 2.4.2. Physical Goods
      • i. Groceries & FMCG
      • ii. Personal Care & Beauty
      • iii. Apparel
        • Figure 2.4: Challenges & Opportunities: Rent: the Runway's Benefits Outline
      • iv. Electronics
      • v. Hobbies
    • 2.4.3. Services
      • i. Transportation
      • ii. Fitness

3. Future Evolution of the Subscription Economy

  • 3.1. The Subscription Economy Value Chain
    • 3.1.1. Value Chain Analysis & Business Models
      • Figure 3.1: Subscription Economy Value Chain
      • i. Subscription Service Provider Business Models
      • ii. Goods & Service Providers
      • iii. Platform Providers
  • 3.2. Subscription Economy: Phased Evolution Model Analysis
    • 3.2.1. Physical Goods
      • i. Goods Boxes Provision
        • Figure 3.2: Juniper Research Phased Evolution Model - Subscription Goods Boxes
      • ii. Items Provision
        • Figure 3.3: Juniper Research Phased Evolution Model - Subscription Goods Items
    • 3.2.2. Digital Goods
      • i. Digital Audio
        • Figure 3.4: Juniper Research Phased Evolution Model - Digital Audio
      • ii. Digital Games
        • Figure 3.5: Juniper Research Phased Evolution Model - Video Games Subscriptions
      • iii. Digital Video
        • Figure 3.6: Juniper Research Phased Evolution Model - Digital Video Subscriptions

4. Subscription Economy Competitive Landscape

  • 4.1. Introduction
    • 4.1.1. Player Analysis Criteria
      • Table 4.1: Subscription Economy Platform Provider Capability Assessment Factors
  • 4.2. Stakeholder Analysis: Capability Assessment & Market Positioning
    • 4.2.1. Juniper Research Subscription Economy Platforms Leaderboard
      • Figure 4.2: Juniper Research Leaderboard for Subscription Economy Platform Providers
      • Table 4.3: Subscription Economy Platform Providers Leaderboard Scoring
    • 4.2.2. Player Groupings & Conclusion
      • i. Established Leaders
      • ii. Leading Challengers
      • iii. Disruptors & Emulators
    • 4.2.3. Limitations & Interpretation

5. Subscription Economy Market Forecasts

  • 5.1. Introduction & Definitions
  • 5.2. Forecast Methodology & Assumptions
    • Table 5.1: Subscription Services Addressable Bases
    • Figure 5.2: Digital Goods & Services Subscription Forecast Methodology
    • Figure 5.3: Physical Goods Subscription Forecast Methodology
  • 5.3. Summary Forecasts
    • 5.3.1. Subscriptions Forecast
      • Figure & Table 5.4: Number of Active Subscriptions per annum (m), Split by Category, 2020-2025
    • 5.3.2. Subscription Revenue
      • Figure & Table 5.5: Subscriptions Revenue per annum ($m), Split by Category, 2020-2025
  • 5.4. Subscriptions Forecast
    • 5.4.1. Digital Goods
      • Figure & Table 5.6: Number of Active Digital Goods Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
    • 5.4.2. Physical Goods
      • Figure & Table 5.7: Number of Active Physical Goods Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
    • 5.4.3. Services
      • Figure 5.8: Number of Active Service Subscriptions per annum (m), Split by 8 Key Regions, 2020-2025
  • 5.5. Subscription Revenue Forecast
    • 5.5.1. Digital Goods
      • Figure & Table 5.9: Digital Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025
    • 5.5.2. Physical Goods
      • Figure & Table 5.10: Physical Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025
    • 5.5.3. Services
      • Figure & Table 5.11: Physical Goods Subscription Revenue per annum ($m), Split by Category, 2020-2025