Lens family
115 analyses · Business ModelThe Pricing Lens
Cloudflare killed DDoS surge billing in 2017, then hit cloud egress fees a year later
Cloudflare
Microsoft kept Copilot's $30 seat and stacked a metered track for AI agents beside it
Microsoft
Salesforce Shipped Three Agentforce Prices and Killed None of Them
Salesforce
HubSpot Capped Its Free Tier at Five Editors and Made Everyone Else Pay Per Seat
HubSpot
Datadog Signs Commitments Against a Usage Meter — Then a Top Customer's Cutback Forced It to De-Risk 2026 Guidance
Datadog
Twilio's Growth Fell From 48% to 22% in Four Quarters as Customers Simply Sent Fewer Messages
Twilio
Snowflake Bills Data Compute by the Second — and Wrote the Volatility Into Its Own Risk Factors
Snowflake
Slack refunds you for coworkers who stop logging in — and turned the refund into a sales pitch
Slack
Meta's 'Year of Efficiency' Lasted Exactly One Year. Then It Started Hiring Again.
Meta
Pepsi Won the Taste Test and Still Lost the War. The Reason Is the Whole Strategy.
Coke vs Pepsi
Apple Cut the First iPhone by $200 in Two Months — It Competes on Price Out of View
Apple
BMW's Pricing Power Is Real. It Just Found Out It Was Renting It in One Country.
BMW
H&M's Inventory 'Glut' Was a Currency Mirage — by 2025 the Problem Was Too Little Stock
H&M
Starbucks Sold China a Premium Price Tag, Then Watched Its Share Fall From 34% to 14%
Starbucks
Verizon's myPlan Turned Free Perks Into $10 Add-Ons — a Price Increase Wearing a Menu
Verizon
P&G's Pricing Swings Like a Pendulum — and the FY2024 Price Surge Is Already Slowing
Procter & Gamble
Target Cut Prices on 5,000 Items in 2024, Then Watched Revenue Fall for Five Straight Quarters
Target
55% of Zoom's Biggest Customers Started Free — the Tier Was an Enterprise Sales Engine
Zoom
Netflix Tested Its Password Crackdown in Latin America for a Year Before Sending the Bill
The Password Crackdown
Congress Drilled the $800 Hole in 2015. Shein and Temu Just Walked Through It.
The De Minimis Loophole
IKEA Cut Prices 10% and Accepted a 5.3% Revenue Fall to Defend a Price-First Doctrine
IKEA
Temu's Weekly U.S. Sales Fell More Than 25% Once the De Minimis Exemption Closed
Temu
Purdue Pleaded Guilty Again in 2020: The Misconduct Ran From 2007 to at Least 2017
Purdue Pharma
Novartis Priced Zolgensma at $2.125M With a Watchdog's Blessing — Then Sat on Manipulated Data
Novartis
With 24% of the Market, Lyft Fights Its Rideshare War on a Feeling About Price
Lyft
The Password Crackdown Began in Chile: Netflix Turned 100 Million Borrowers Into a Funnel
Netflix
Spotify Froze at $9.99 for a Decade Because the Labels Kept ~70% of Every Dollar
Spotify
Why Rio Tinto's Earnings Are Hostage to a Price Set in Qingdao
Rio Tinto
McDonald's Dollar Menu Seized the Price Gun: Big Mac Markups Fell From 12.5% to 3.6%
McDonald's
PepsiCo's 9.5% Growth Was a Pull-Forward That Left 2024 Revenue Crawling at 0.4%
PepsiCo
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