Transcript
Introduction
Jesse
Today, we will be breaking down Calm. Founded in 2012, Calm is the leading app for sleep and meditation. Today Calm has over 4 million subscribers and it has had over a hundred million downloads in its history. Amazingly, it has been generating cash flow since its inception. In this business breakdown, we go into details around how Calm discovered its primary use case by leveraging data, how the annual subscription pricing has unlocked their growth, how content sits at the center of their vision, and what the industry landscape looks like moving ahead.
What Is Calm?
To break down Calm, I am joined by my brother Vinny Pujji, partner at Left Lane Capital, a growth stage investment firm focused on consumer businesses. Well, Vinny Pujji, welcome to Business Breakdowns. This is a particularly fun episode because Vinny is my brother and is also the business expert on Calm and several other consumer growth stage businesses. Welcome, Vinny.