Market Opportunity
Expose true per-keyword ROAS for Apple Search Ads using RevenueCat targets a $120.0M = 100k ASA advertisers x $1,200 ACV. Rationale: estimate 100k app advertisers who run Apple Search Ads who would pay for a SaaS analytics/subscription of $100/mo or $1,200/year. total addressable market with medium saturation and a year-over-year growth rate of 20% estimated growth in ASA spend among indie and SMB app advertisers as subscription monetization expands and app stores reclaim share for paid acquisition..
Key trends driving demand: Subscription-economy growth -- more mobile apps monetize with recurring revenue, increasing the value of downstream revenue attribution versus installs.; Ad spend efficiency pressure -- rising CPIs and smaller UA budgets force advertisers to measure true ROAS not installs.; RevenueCat and server-side revenue tracking adoption -- centralized revenue streams and webhooks make deterministic joins feasible.; iOS privacy shifts -- ATT and SKAdNetwork limits make direct install attribution noisier, so server-side revenue joins from known install events are more valuable..
Key competitors include SearchAdsHQ, AppsFlyer, Adjust, Tenjin, Manual workaround - ASA dashboard + RevenueCat + spreadsheets.