https://www.allabolag.se/5565462206/bokslut
They're down!
Well. What can you say? Man alive!
Even I'm genuinely amazed by the extent of that turnaround. That's jawdroppingly unexpected, unless Alla's low-pay data entry drone misplaced a decimal point and it'll be fixed tomorrow and then it's suddenly champagne and flowers and new Yachts for Verdanian Oligarchs in NATO-protected ports all-round. As it stands, only the one new yacht this year, and nothing left in the kitty for ongoing server maintenance to fix that licensing downtime for the wonderful subscribers who've saved Reason from those criminal leeching Perps with their nasty always-on software license keys!

Joking aside, though it's hard to resist, (I'm not having a dig at Plussers, btw, just the officially-stated RS view that places perpetual users as somehow inferior people who don't pay their way in maintaining RS's standards of living),they've genuinely somehow managed to make of loss of $2m on $6.1m revenue, which itself is a staggering revenue drop—in a Major Upgrade Year to boot—of well over 1/3 on 2020. That's an outstanding amount of spaffage of post-Covid goodwill and misplaced product focus.
That's the weakest reported revenue since the nadir of *2012*, and what would be classed as "company downsizing" levels of turnaround in just twelve months in some boardrooms. That's living the good LIFO right there. And consider too, this: these results are from before the 2022 recession started, so even given real ongoing growth in R+ numbers, if we take RS statements at face value, they still risk having a fair number of both sub and upgrade drop-offs as the cost-of-living crisis hits ever-harder in the next few months. Don't mention the war!

Any of them.

Discussion question, and this isn't even really related to Reason specifically, but any software payment that isn't professionally required and tax-deductible: Is the churn of young, new hobbyist users still living at home with dispoable income for subs enough to add growth to cover older users with their extended financial commitments no longer able to regularly make either a sub or upgrade payment as their disposable income contracts to literally less than zero?
Also, with these figures, does the CEOs statement that the numbers of Perps and Plussers is almost comparable inadvertantly put an upper limit on the actual number of Reason active users? I think it does, but there's a lot of unknowable variables and it would need another full year of R+ to establish revenue changes to compare Y-o-Y, and not just this initial 2021 growth from zero users to comparable-to-Perp numbers. Personally, I think the upper limit it puts on all still-paying Reason users has be well under 50k to be returning only $6m in an Upgrade year, that's generously assuming 70% of Perps upgraded to R12. But there's a very wide margin of error and I've made my own assumptions on certain aspects. Don't take it too seriously. Make up your own figures too! But you know, even "mostly inaccurate" speculation by definition must also be partly accurate! Wisdom of crowds and all that.
One can argue it's a good decision to offer both subs and perpetual licenses and not have just the one basket. Indeed. That's a fair point. But they can have as many baskets as they like, but they still need the eggs.