Lens family
95 analyses · Business ModelThe Pricing Lens
Twitter Sold Its Only Free Trust Signal for $7.99 a Month. The Trust Didn't Come Back.
X (Twitter)
Shein Commissions 100-200 Units of a Style, Watches the Data, Then Reorders Only What Sells
Shein
Broadcom Bought VMware for $84.2 Billion, Then Raised Prices Up to Twelve-Fold
Broadcom
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
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
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
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
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
Tesla's $0 Marketing Legend Ran on Referral Payouts and, by 2024, Quiet Ads on X
Tesla
NIO's Price-War Pledge Collapsed in Weeks — Its 3,172 Swap Stations Are What Hold It Up
NIO
Regulators Marched Airbnb to Honest Pricing Three Times: 2019, 2022, and 2025
Airbnb
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