All analysis reports organized by project
Compares Dec 7-18 across 2022-2025 to control for seasonality. Shows customer LTV at highest ever (+7% YoY), while volume metrics continue declining due to separate acquisition issues.
Deep dive comparing Pre-VAT, Post-VAT (2023), Pre-Fix, and Post-Fix (2025) periods. Customer median spend +5.7% above Pre-VAT baseline, broadcaster earnings recovering +8.7%.
Follow-up analysis with 19 days of post-VAT removal data. VAT-affected services share +3.46pp, Private Show +3.30pp, daily token volume +10%, Fan Club transactions +16.5%.
First analysis 10 days after VAT removal on Black Friday (Nov 27). Early signs of recovery in Private Show share and VAT-affected services. Establishes baseline metrics.
Deep analysis of VAT removal impact on private shows specifically. Shows +22% in volume, +19% unique viewers, stable pricing (~14 tokens/min), and healthy customer loyalty patterns.
Analysis of the June 23, 2025 launch. CC/PayPal fan club subscribers show +16.1% higher 90-day LTV ($29.51 vs $25.43) with significantly better rebill rates (56-61% vs 42%). Activity Feed has +37.4% higher 30-day repeat purchase rate vs My Shop.
Does the card model compensate for 38% fewer subscriptions? Compares Gross Revenue (never), Platform Profit (never), Broadcaster Earnings (Month 2), and Active Subscribers (Month 2) crossover points.