Pricing

A Pro tier is coming

An individual Pro tier at $349 per month will add the Excel workbooks that sit behind each issue — the WAC tracker, franchise revenue builds, and gross-to-net sensitivity models — for subscribers who want the underlying analysis rather than only the conclusions. It launches alongside paid access in January.

Common questions

Why free until January?

Because research is bought on track record, not promises. Publishing through an entire earnings season gives you an archive to judge before anyone is asked to pay, and gives the publication time to prove it can hold the 48-hour cadence under real conditions.

What does "locked for life" actually mean?

The founding rate holds for as long as the subscription remains active and uninterrupted. If list pricing rises later — and it likely will as the coverage universe and the workbook library expand — founding subscribers stay at $99.

Can I expense this?

That is the design intent. Both the individual and founding tiers sit below the threshold at which most organizations require additional approval, and an invoice suitable for expense submission is provided automatically.

What if I only care about one company?

Single-company coverage is not offered, deliberately. The value of the brief is comparative. One company's pricing doctrine sets the terms every competitor in that category has to negotiate against, and that read-through is the analysis worth paying for. A brief that covered your company alone would tell you what you already know.