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
2NoomHealth & telehealthUSC 62$400M$152M17%Noom — $400M ARR (company announcement)
3AudibleAudiobooks & ebooksUSC 63$1.0B$370M10%Amazon.com Inc. — 2025 10-K (Audible segment
4HelloFreshMeal kits & foodUSC 66$8.8B$3.0B25%HelloFresh SE — 2025 Annual Report
5AcornsPersonal finance & fintechUSC 67$150M$50M19%Acorns — $150M ARR (company announcement)
6New RelicSoftware & SaaSUSC 68$800M$256M30%New Relic — final reported ARR before private
7VercelSoftware & SaaSUSC 68$300M$96M30%Vercel — $300M ARR (Series E announcement)
8BarkBoxPet subscriptionsUSB 71$500M$145M37%BARK Inc. — FY2026 Annual Report
9Stitch FixApparel & beautyUSB 72$1.3B$364M68%Stitch Fix Inc. — FY2025 Annual Report
10GitLabSoftware & SaaSUSB 73$812M$219M44%GitLab Inc. — Q4 FY2026 Earnings Release
11SemrushSoftware & SaaSUSB 73$350M$94M44%Semrush Holdings Inc. — 2025 Annual Report
12WebflowSoftware & SaaSUSB 73$250M$68M44%Webflow — $250M ARR (company announcement)
13ZoomSoftware & SaaSUSB 73$4.7B$1.3B44%Zoom Communications Inc. — Q4 FY2026 Earnings
14Microsoft 365Software & SaaSUSB 74$80.0B$20.8B50%Microsoft Corp. — FY2025 Q4 Earnings (Product
15SquarespaceDeveloper toolsUSB 74$1.2B$309M56%Squarespace Inc. — 2025 Annual Report (10-K)
16AsanaSoftware & SaaSUSB 75$720M$180M57%Asana Inc. — Q4 FY2026 Earnings Release
17FigmaSoftware & SaaSUSB 75$700M$175M57%Figma — $700M ARR (IPO S-1 filing)
18HubSpotSoftware & SaaSUSB 75$2.7B$670M57%HubSpot Inc. — Q4 2025 Earnings Release
19PelotonFitness & gymUSB 75$1.6B$400M75%Peloton Interactive Inc. — FY2025 Annual Repo
20ZendeskSoftware & SaaSUSB 75$1.6B$400M57%Zendesk — final reported ARR before private t
21GrammarlySoftware & SaaSUSB 76$700M$168M62%Grammarly — $700M ARR (funding round reportin
22IntercomSoftware & SaaSUSB 77$300M$69M69%Intercom — $300M ARR milestone announcement (
23MailchimpSoftware & SaaSUSB 77$800M$184M69%Intuit Inc. — FY2024 10-K (Mailchimp segment)
24NordVPNSecurity & identityUSB 77$250M$58M72%Nord Security — revenue (reporting)
25SentrySoftware & SaaSUSB 77$250M$58M69%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$20.8B50%Microsoft Corp. — FY2025 Q4 Earnings (Product
2NetflixVideo streamingUSA 86$38.9B$5.5B100%Netflix Inc. — 2025 Annual Report (10-K)
3Adobe Creative CloudSoftware & SaaSUSB 84$21.5B$3.4B95%Adobe Inc. — FY2025 10-K (Digital Media segme
4Google OneSoftware & SaaSUSB 78$15.0B$3.3B75%Alphabet Inc. — 2025 Annual Report (Google su
5HelloFreshMeal kits & foodUSC 66$8.8B$3.0B25%HelloFresh SE — 2025 Annual Report
6SpotifyVideo streamingUSA 86$15.6B$2.2B100%Spotify Technology S.A. — Q4 2025 Shareholder
7ShopifySoftware & SaaSUSB 78$8.9B$1.9B75%Shopify Inc. — 2025 Annual Report (subscripti
8DatadogSoftware & SaaSUSD 48$3.2B$1.7B3%Datadog Inc. — Q4 2025 Earnings Release
9ZoomSoftware & SaaSUSB 73$4.7B$1.3B44%Zoom Communications Inc. — Q4 FY2026 Earnings
10HubSpotSoftware & SaaSUSB 75$2.7B$670M57%HubSpot Inc. — Q4 2025 Earnings Release
11CanvaSoftware & SaaSUSB 78$2.5B$550M75%Canva — $2.5B ARR milestone (company announce
12DropboxSoftware & SaaSUSB 83$2.6B$434M93%Dropbox Inc. — 2025 Annual Report (10-K)
13PelotonFitness & gymUSB 75$1.6B$400M75%Peloton Interactive Inc. — FY2025 Annual Repo
14ZendeskSoftware & SaaSUSB 75$1.6B$400M57%Zendesk — final reported ARR before private t
15AudibleAudiobooks & ebooksUSC 63$1.0B$370M10%Amazon.com Inc. — 2025 10-K (Audible segment
16Stitch FixApparel & beautyUSB 72$1.3B$364M68%Stitch Fix Inc. — FY2025 Annual Report
17WixSoftware & SaaSUSB 81$1.7B$322M89%Wix.com Ltd. — Q4 2025 Earnings Release
18SquarespaceDeveloper toolsUSB 74$1.2B$309M56%Squarespace Inc. — 2025 Annual Report (10-K)
19CloudflareDeveloper toolsUSA 86$1.9B$261M99%Cloudflare Inc. — Q4 2025 Shareholder Letter
20New RelicSoftware & SaaSUSC 68$800M$256M30%New Relic — final reported ARR before private
21GitLabSoftware & SaaSUSB 73$812M$219M44%GitLab Inc. — Q4 FY2026 Earnings Release
22MailchimpSoftware & SaaSUSB 77$800M$184M69%Intuit Inc. — FY2024 10-K (Mailchimp segment)
23AsanaSoftware & SaaSUSB 75$720M$180M57%Asana Inc. — Q4 FY2026 Earnings Release
24FigmaSoftware & SaaSUSB 75$700M$175M57%Figma — $700M ARR (IPO S-1 filing)
25Monday.comSoftware & SaaSUSB 82$972M$175M92%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
1CloudflareDeveloper toolsUSA 86$1.9B$261M99%Cloudflare Inc. — Q4 2025 Shareholder Letter
2NetflixVideo streamingUSA 86$38.9B$5.5B100%Netflix Inc. — 2025 Annual Report (10-K)
3SpotifyVideo streamingUSA 86$15.6B$2.2B100%Spotify Technology S.A. — Q4 2025 Shareholder
4Adobe Creative CloudSoftware & SaaSUSB 84$21.5B$3.4B95%Adobe Inc. — FY2025 10-K (Digital Media segme
5CalmMental health & wellnessUSB 83$200M$34M89%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$175M92%monday.com Ltd. — Q4 2025 Earnings Release
9SkillshareE-learningUSB 82$100M$18M94%Skillshare — $100M ARR (company announcement)
10DuolingoE-learningUSB 81$745M$142M88%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)
14HeadspaceMental health & wellnessUSB 79$150M$32M66%Headspace — $150M ARR (company announcement)
15PatreonSoftware & SaaSUSB 79$300M$63M80%Patreon — $300M ARR (company announcement)
16CanvaSoftware & SaaSUSB 78$2.5B$550M75%Canva — $2.5B ARR milestone (company announce
17DigitalOceanSoftware & SaaSUSB 78$698M$154M75%DigitalOcean Holdings Inc. — 2025 Annual Repo
18Google OneSoftware & SaaSUSB 78$15.0B$3.3B75%Alphabet Inc. — 2025 Annual Report (Google su
19PluralsightE-learningUSB 78$600M$132M76%Pluralsight — ARR (Vista Equity Partners port
20ShopifySoftware & SaaSUSB 78$8.9B$1.9B75%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 formation & legal955.37431
2SEO & social tools1057.36834
3Telecom & ISP21664.39830
4Dating apps4567.18138
5Fitness & gym14667.38835
6Energy & utilities3368.48352
7Meal kits & food10269.78343
8Travel & mobility2769.98646
9Retail & membership4670.18429
10Apparel & beauty6070.38153
11Health & telehealth5470.68718
12News & publishing10870.78641
13AI tools10470.89012
14Software & SaaS26571.99228
15Developer tools9572.18833
16Insurance5572.49035
17Security & identity7572.48846
18Mental health & wellness3873.18532
19Personal finance & fintech9973.28737
20E-learning11274.08456
21Pet subscriptions3874.28766
22Video streaming20874.88651
23Food & grocery delivery3574.98659
24Music & audio4875.88557
25Gaming2476.08268
26Audiobooks & ebooks2076.28957

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?

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