Why retention is the real growth engine for subscription businesses.

Welcome to earningsHub PRO, the paid edition for TMT professionals seeking clear and independent analysis of the financial moves shaping the digital economy.

In this issue:

  • How a 1% customer loss can erase millions in lifetime value.

  • From Netflix $NFLX ( ▼ 1.17% ) to Verizon $VZ ( ▲ 0.33% ), predictive models are rewriting the retention game plan.

  • CFOs should care less about precision and more about payback.

  • The rise of real-time, personalized, and ethical churn prediction.

Churn is no longer just a performance metric, it’s becoming the most powerful financial signal in the subscription economy. For years, companies have treated churn as a lagging indicator, reacting after customers leave.

Artificial Intelligence is changing that sequence. By predicting churn before it happens, companies can turn what was once a cost center into a strategic lever for valuation, cash flow stability, and growth.

In the next 24 months, the companies that master predictive retention will shape the economics of the TMT industry.

As churn moves from a metric to a financial signal, a new strategic layer is emerging, one that turns prediction into profit. We call it Predictive Exit.

Predictive Exit is the strategic use of AI to detect, interpret, and intervene before customers leave, transforming churn from a lagging KPI into a real-time control lever for enterprise value.

It represents a structural shift: churn is no longer an after-the-fact report owned by marketing, but an operational signal embedded across product, finance, and strategy.

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