Executive Summary

Analysis

Assumptions & Notes

  • GameChanger Classic and TeamManager subscription types were treated as one, unified user based on a user’s email.
  • “Sign up date” for any user with both a GameChanger Classic and TeamManager subscription was the earlier of the two.
  • “First subscription date” is the first time a user paid for a subscription, whether on GameChanger Classic or TeamManager.
  • The focus on more recent years better reflects how the business has evolved.
  • For revenue projections, the below table encompasses supplemental research of historical GameChanger pricing.
date of measurement Plus Premium
01/2021 $2.99/month, $29.99/year $7.99/month, $49.99/year
08/2023 $6.99/month, $34.99/year $9.99/month, $74.99/year
03/2024 $6.99/month, $29.99/year $9.99/month, $89.99/year
Current $9.99/month, $39.99/year $14.99/month, $99.99/year

Stable monthly patterns support yearly forecasts

  • Over time, each month has contributed a remarkably consistent share of full-year activity across new consumer signups, first-time paid subscriptions, team signups, and team activations.
  • This stable seasonality enables us to use partial-year data with confidence, knowing that performance in a single month is a reliable signal of broader annual trends.
February Contribution to Annual Totals
2022 2023 2024
New Consumer Subscriptions 3.7% 3.4% 3.4%
New Consumer Signups 3.7% 3.4% 3.4%
New Team Signups 7.1% 7.1% 7.4%
New Team Activations 6.5% 6.6% 6.6%
This monthly pattern is consistent across all months


  • This pattern also holds by subscription type.

Core metrics are highly correlated

  • This reinforces confidence that any metric can be uses as a proxy for others when forecasting.
Correlation Coefficient Between Key Metrics in February
New Consumer
Subscriptions
New Consumer
Signups
New Team
Signups
New Team
Activations
New Consumer Subscriptions -- 0.99 0.97 0.9
New Consumer Signups 0.99 -- 0.99 0.95
New Team Signups 0.97 0.99 -- 0.97
New Team Activations 0.9 0.95 0.97 --
This monthly pattern is consistent across all months


The outlook for FY25 is strong

Key points based on early indicators:

  • New consumer signups are up 41% year-over-year,compared with ~29% growth the past two years.
  • Subscription revenue is projected to grow meaningfully in FY25, following exceptionally high growth in FY23–FY24.

Recommendations & V2 Analysis Wishlist

Recommendations

  1. Prioritize growth in Advertising revenue: The rapid acceleration in new customer signups presents a strong opportunity to expand this revenue stream.
  2. Invest in growth across non-Diamond sports: Seasonality highlights that baseball and softball still dominate, leaving room to unlock value in other sports.
  3. Strengthen conversion from free to paid users: Leverage behavioral signals and lifecycle milestones to trigger personalized upgrade nudges, especially for highly engaged free users who haven’t yet paid for a subscription.

V2 Analysis Wishlist

  1. User Engagement Data (e.g., sessions, feature usage, time spent) to build a more nuanced retention and LTV model based on actual in-app behavior.
  2. Team-Level Metadata (e.g., sport type, age group, region, competitive level) for analysis of performance across different sports and geographies in order to identify high-growth segments and allocate resources accordingly.
  3. Campaign Performance History (A/B tests, email opens, push notification impact) to quantify the impact of past retention and upsell efforts.