Partner channel quality analytics: cohort LTV and churn per affiliate segment

Partner channel quality analytics: cohort LTV and churn per affiliate segment targets a $4.8B = 120,000 e-commerce and SaaS companies with affiliate/partner programs x $40K annual spend on tracking, analytics, and RevOps tooling total addressable market with medium saturation and a year-over-year growth rate of 12-15% as more B2B and DTC brands shift budget from paid ads to partnerships and affiliate channels.

Key trends driving demand: Partnership and affiliate channel spend growing as iOS privacy changes and rising CAC make paid ads less profitable -- brands shifting 10-25% of acquisition budget to performance partnerships; Revenue operations and growth analytics roles expanding in mid-market companies, creating budget owners who care about channel-level unit economics and can champion new tooling; Data warehouses (Snowflake, BigQuery) and reverse ETL tools (Hightouch, Census) becoming standard in growth-stage companies, making real-time cohort analysis technically feasible; SaaS CFOs and e-commerce finance leaders demanding contribution margin and payback period by channel, not just top-line revenue, as growth capital becomes scarce.