Open · evidence-cited · per jurisdiction

CFI vs Revenue Leaderboard

Who profits most from hard-to-cancel subscriptions? 48 companies with public ARR, ranked by their Cancellation Friction Index score and the revenue potentially protected by cancellation friction.

Primary ranking · worst cancellation policies first

Worst cancellation policies

Ranked by CFI score (lowest first). These companies have the least transparent cancellation policies among those with public revenue data.

# Company Industry Jurisdiction CFI ARR Revenue at Risk Industry % Source
1DatadogSoftware / SaaSUSD 48$3.2B$1.7B3%Datadog Inc. — Q4 2025 Earnings Release
2NoomTelehealth & RxUSC 62$400M$152M17%Noom — $400M ARR (company announcement)
3AudibleFitness & audio appsUSC 63$1.0B$370M15%Amazon.com Inc. — 2025 10-K (Audible segment
4HelloFreshMeal kits & foodUSC 66$8.8B$3.0B27%HelloFresh SE — 2025 Annual Report
5AcornsPersonal financeUSC 67$150M$50M29%Acorns — $150M ARR (company announcement)
6New RelicSoftware / SaaSUSC 68$800M$256M27%New Relic — final reported ARR before private
7VercelSoftware / SaaSUSC 68$300M$96M27%Vercel — $300M ARR (Series E announcement)
8BarkBoxPet subscriptionsUSB 71$500M$145M39%BARK Inc. — FY2026 Annual Report
9Stitch FixApparel & beauty boxesUSB 72$1.3B$364M73%Stitch Fix Inc. — FY2025 Annual Report
10GitLabSoftware / SaaSUSB 73$812M$219M42%GitLab Inc. — Q4 FY2026 Earnings Release
11SemrushSoftware / SaaSUSB 73$350M$94M42%Semrush Holdings Inc. — 2025 Annual Report
12WebflowSoftware / SaaSUSB 73$250M$68M42%Webflow — $250M ARR (company announcement)
13ZoomSoftware / SaaSUSB 73$4.7B$1.3B42%Zoom Communications Inc. — Q4 FY2026 Earnings
14Microsoft 365Software / SaaSUSB 74$80.0B$20.8B48%Microsoft Corp. — FY2025 Q4 Earnings (Product
15SquarespaceWeb hosting & domainsUSB 74$1.2B$309M44%Squarespace Inc. — 2025 Annual Report (10-K)
16AsanaSoftware / SaaSUSB 75$720M$180M56%Asana Inc. — Q4 FY2026 Earnings Release
17FigmaSoftware / SaaSUSB 75$700M$175M56%Figma — $700M ARR (IPO S-1 filing)
18HubSpotSoftware / SaaSUSB 75$2.7B$670M56%HubSpot Inc. — Q4 2025 Earnings Release
19PelotonFitness & audio appsUSB 75$1.6B$400M75%Peloton Interactive Inc. — FY2025 Annual Repo
20ZendeskSoftware / SaaSUSB 75$1.6B$400M56%Zendesk — final reported ARR before private t
21GrammarlySoftware / SaaSUSB 76$700M$168M61%Grammarly — $700M ARR (funding round reportin
22IntercomSoftware / SaaSUSB 77$300M$69M68%Intercom — $300M ARR milestone announcement (
23MailchimpSoftware / SaaSUSB 77$800M$184M68%Intuit Inc. — FY2024 10-K (Mailchimp segment)
24NordVPNAntivirus & VPNUSB 77$250M$58M82%Nord Security — revenue (reporting)
25SentrySoftware / SaaSUSB 77$250M$58M68%Sentry — $250M ARR (Series D announcement)

Narrative ranking · biggest lock-in revenue

Biggest revenue at risk

Ranked by Revenue at Risk — the amount of revenue potentially protected by cancellation friction. Formula: ARR × (100 − CFI) / 100. Higher means more revenue may depend on making it hard to cancel.

# Company Industry Jurisdiction CFI ARR Revenue at Risk Industry % Source
1Microsoft 365Software / SaaSUSB 74$80.0B$20.8B48%Microsoft Corp. — FY2025 Q4 Earnings (Product
2NetflixStreamingUSA 86$38.9B$5.5B100%Netflix Inc. — 2025 Annual Report (10-K)
3Adobe Creative CloudSoftware / SaaSUSB 84$21.5B$3.4B96%Adobe Inc. — FY2025 10-K (Digital Media segme
4Google OneSoftware / SaaSUSB 78$15.0B$3.3B74%Alphabet Inc. — 2025 Annual Report (Google su
5HelloFreshMeal kits & foodUSC 66$8.8B$3.0B27%HelloFresh SE — 2025 Annual Report
6SpotifyStreamingUSA 86$15.6B$2.2B100%Spotify Technology S.A. — Q4 2025 Shareholder
7ShopifySoftware / SaaSUSB 78$8.9B$1.9B74%Shopify Inc. — 2025 Annual Report (subscripti
8DatadogSoftware / SaaSUSD 48$3.2B$1.7B3%Datadog Inc. — Q4 2025 Earnings Release
9ZoomSoftware / SaaSUSB 73$4.7B$1.3B42%Zoom Communications Inc. — Q4 FY2026 Earnings
10HubSpotSoftware / SaaSUSB 75$2.7B$670M56%HubSpot Inc. — Q4 2025 Earnings Release
11CanvaSoftware / SaaSUSB 78$2.5B$550M74%Canva — $2.5B ARR milestone (company announce
12DropboxSoftware / SaaSUSB 83$2.6B$434M93%Dropbox Inc. — 2025 Annual Report (10-K)
13PelotonFitness & audio appsUSB 75$1.6B$400M75%Peloton Interactive Inc. — FY2025 Annual Repo
14ZendeskSoftware / SaaSUSB 75$1.6B$400M56%Zendesk — final reported ARR before private t
15AudibleFitness & audio appsUSC 63$1.0B$370M15%Amazon.com Inc. — 2025 10-K (Audible segment
16Stitch FixApparel & beauty boxesUSB 72$1.3B$364M73%Stitch Fix Inc. — FY2025 Annual Report
17WixSoftware / SaaSUSB 81$1.7B$322M89%Wix.com Ltd. — Q4 2025 Earnings Release
18SquarespaceWeb hosting & domainsUSB 74$1.2B$309M44%Squarespace Inc. — 2025 Annual Report (10-K)
19CloudflareCloud infrastructureUSA 86$1.9B$261M100%Cloudflare Inc. — Q4 2025 Shareholder Letter
20New RelicSoftware / SaaSUSC 68$800M$256M27%New Relic — final reported ARR before private
21GitLabSoftware / SaaSUSB 73$812M$219M42%GitLab Inc. — Q4 FY2026 Earnings Release
22MailchimpSoftware / SaaSUSB 77$800M$184M68%Intuit Inc. — FY2024 10-K (Mailchimp segment)
23AsanaSoftware / SaaSUSB 75$720M$180M56%Asana Inc. — Q4 FY2026 Earnings Release
24FigmaSoftware / SaaSUSB 75$700M$175M56%Figma — $700M ARR (IPO S-1 filing)
25Monday.comSoftware / SaaSUSB 82$972M$175M93%monday.com Ltd. — Q4 2025 Earnings Release

Counter-narrative · high revenue, good cancellation

Best cancellation policies (ARR > $100M)

These companies prove that high revenue and consumer-friendly cancellation policies can coexist. Only companies with ARR above $100M are shown.

# Company Industry Jurisdiction CFI ARR Revenue at Risk Industry % Source
1CloudflareCloud infrastructureUSA 86$1.9B$261M100%Cloudflare Inc. — Q4 2025 Shareholder Letter
2NetflixStreamingUSA 86$38.9B$5.5B100%Netflix Inc. — 2025 Annual Report (10-K)
3SpotifyStreamingUSA 86$15.6B$2.2B100%Spotify Technology S.A. — Q4 2025 Shareholder
4Adobe Creative CloudSoftware / SaaSUSB 84$21.5B$3.4B96%Adobe Inc. — FY2025 10-K (Digital Media segme
5CalmFitness & audio appsUSB 83$200M$34M99%Calm — $200M ARR (company announcement)
6DropboxSoftware / SaaSUSB 83$2.6B$434M93%Dropbox Inc. — 2025 Annual Report (10-K)
7MasterClassE-learningUSB 82$100M$18M94%MasterClass — $100M ARR (reporting)
8Monday.comSoftware / SaaSUSB 82$972M$175M93%monday.com Ltd. — Q4 2025 Earnings Release
9SkillshareE-learningUSB 82$100M$18M94%Skillshare — $100M ARR (company announcement)
10DuolingoE-learningUSB 81$745M$142M87%Duolingo Inc. — Q4 2025 Shareholder Letter
11WixSoftware / SaaSUSB 81$1.7B$322M89%Wix.com Ltd. — Q4 2025 Earnings Release
12AhrefsSoftware / SaaSUSB 80$200M$40M87%Ahrefs — $200M ARR (company announcement)
13NotionSoftware / SaaSUSB 80$500M$100M87%Notion — $500M ARR (TechCrunch reporting)
14HeadspaceFitness & audio appsUSB 79$150M$32M92%Headspace — $150M ARR (company announcement)
15PatreonSoftware / SaaSUSB 79$300M$63M80%Patreon — $300M ARR (company announcement)
16CanvaSoftware / SaaSUSB 78$2.5B$550M74%Canva — $2.5B ARR milestone (company announce
17DigitalOceanSoftware / SaaSUSB 78$698M$154M74%DigitalOcean Holdings Inc. — 2025 Annual Repo
18Google OneSoftware / SaaSUSB 78$15.0B$3.3B74%Alphabet Inc. — 2025 Annual Report (Google su
19PluralsightE-learningUSB 78$600M$132M77%Pluralsight — ARR (Vista Equity Partners port
20ShopifySoftware / SaaSUSB 78$8.9B$1.9B74%Shopify Inc. — 2025 Annual Report (subscripti

By industry

Industry breakdown

Average CFI score by industry. Only industries with 3+ companies are shown.

# Industry Companies Avg CFI Best Worst
1Business formation853.06831
2Social media tools555.46534
3SEO tools559.26847
4Gym & fitness7062.58835
5Insurance (auto)2962.78735
6Telecom & ISP20063.49830
7Analytics1564.58040
8Identity & credit monitoring665.07346
9Dating apps4567.18138
10Retail & membership3568.08429
11Energy & utilities3368.48352
12News & publishing7468.68641
13Meal kits & food8568.77943
14Apparel & beauty boxes5969.68053
15Developer tools2670.08633
16Fitness & audio apps8070.58432
17Home security2570.58850
18Telehealth & Rx5470.68718
19AI tools10370.78912
20Personal finance5271.68741
21Software / SaaS24372.39228
22Travel subscriptions1672.58654
23Fintech / Neobank1272.88164
24Fitness app1273.08062
25Antivirus & VPN3873.38356
26Food delivery673.58565
27E-learning9473.78456
28Streaming13873.78651
29Pet subscriptions3674.18766
30Food delivery memberships1874.38659
31Gaming674.38268
32Fintech & banking1075.28637
33News / Publishing575.28071
34Meal kit675.38367
35Video streaming (SVOD)575.68073
36Streaming (Video)2275.98558
37Web hosting & domains2776.18866
38Music & audio3876.38557
39Telecom / MVNO676.38071
40Gaming subscriptions1876.58270
41Cloud infrastructure2177.08662
42News / journalism677.78472
43Mental health2077.88564
44Streaming (video)1478.08370
45Video streaming979.08374
46Insurance2483.69068

Methodology

The leaderboard ranks companies by their Cancellation Friction Index (CFI) score alongside their public annual recurring revenue (ARR).

Only companies with public ARR are included. Revenue figures are informational and never affect CFI scores. Self-reported figures are marked with a badge. See full CFI methodology.

For companies

Is your company missing?

If your company has public ARR (from earnings reports, press releases, or funding announcements) and you'd like to be listed on the leaderboard, submit your revenue below. Submissions are reviewed against the cited source before publishing.

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