Streamflation & Churn Elasticity Workbench Ars Technica Benchmark: Peacock +18%

Evaluating ARPU expansion, price elasticity of demand, break-even subscriber retention limits, and household streamflation optimization.

Elasticity & Price Controls
Economic Rule: When PED absolute value is < 1.0 (inelastic demand), percentage ARPU gain exceeds percentage subscriber loss, creating accretive annual revenue.
Financial Outcome & Sensitivity Analysis
Net Revenue Accretive (+4.5% Net Annual Revenue Lift) +$145.80M / yr
New Monthly ARPU $9.43
Projected Churn Rate 5.81% (+11.7%)
Retained Subscribers 30.02 M
Annual Net Revenue Delta +$145.80 M
Break-Even Retention Floor 84.7% (28.8M)
Baseline Annual Gross $3,259.92 M
Revenue vs. Elasticity Response Curve Current Operating Point in Cyan
Household Streamflation Stack Auditor & Churn-and-Return Optimizer Multi-Service Household Rotation Strategy
Active Platform Tier Pre-Hike $/mo Post-Hike $/mo Inflation % Optimized Cycle
Household Stack Summary
Current All-In Annual: $791.76
Post-Streamflation Annual: $935.88
Rotational Schedule Annual: $482.94
Annual Rotation Savings: $452.94 (-48.4%)
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