Billing platforms surge as payments, laws, and markets evolve
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Spotify launches new multi-tier Premium lineup
Spotify rolled out new Premium Lite, Standard, and Platinum tiers across five markets, introducing lossless audio, AI-powered DJ features, and revamped multi-seat options. The update marks a broader shift in streaming toward globalized pricing and AI-enhanced premium value. Read more
Walmart+ introduces new travel perks
Walmart+ expanded its membership benefits with hotel discounts and travel credits through its Expedia partnership, strengthening its position as a multi-vertical loyalty and value ecosystem. Read more
Disney+ considers raising ad-free prices in 2026
Disney is modeling another ad-free price increase as subscriber momentum shifts toward bundled plans with Hulu. This reflects the broader industry trend of streaming platforms using blended tiers to boost retention, reduce churn, and increase perceived value. Read more
Adobe moves more creative tools to subscription-only
Adobe announced that several legacy desktop apps will soon be available exclusively through cloud subscriptions, continuing the industry migration toward centralized, subscription-first software delivery. Read more
YouTube Premium surpasses 100M global subscribers
YouTube confirmed it has crossed 100 million paid subscribers, driven by strong demand for ad-free viewing, Shorts monetization, and bundled music-video experiences. Read more
Shopify reports surge in AI-driven shopping
Shopify says traffic from AI tools to its merchants is up 7× since January, with AI-assisted purchases rising 11×. The company calls AI the biggest shift since the internet and is investing in agentic commerce through partnerships with OpenAI, Perplexity, and Copilot. Read more
New from Recurly
Now on demand I From holiday peaks to 2026 growth: The subscriptions + payments playbook
In this session, Recurly and PayPal go beyond holiday strategy to explore what subscriber expectations will look like in 2026. Watch the full conversation
Recurly Release Fall ‘25: Subscriber growth for the AI era
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