Key Partners
- Device sync — Garmin #2 and Apple Health #3 after the Strava app (FACT YIS).
- API developers — 100+ training apps; platform stays open after Runna (FACT).
- Runna — acquired; apps kept separate and the team grows (FACT CEO).
- Brands — Sponsored Challenges; Nike, Patagonia, TNF examples (FACT business).
- App stores — iOS/Android billing for subscriptions (INFERENCE on fee %).
Key Activities
- Ingest activities from the app and partner devices (FACT YIS).
- Social graph — kudos, clubs, clubs-organized events (FACT YIS).
- Subscriber tools — routes, segments, goals, Fitness Score (FACT subscribe).
- AI layer — Athlete Intelligence and Runna insights (FACT YIS).
- Sell and run Sponsored Challenges with Client Partners (FACT business).
Key Resources
- 180M+ users in 185+ countries (FACT Dec 2025 press).
- Segment, route, and club graph — 1M clubs in 2025 (FACT YIS).
- 14 billion kudos given in 2025 (FACT YIS).
- Runna coaching plans, kept as a separate app (FACT).
- Public API used by 100+ training apps (FACT).
Value Propositions
- Free — record, community, safety features (FACT subscribe).
- Paid — routes, offline maps, segments, goals, Fitness Score (FACT).
- Social proof — kudos, clubs, follower challenges (FACT).
- Runna — personalized race plans inside a bundle (FACT).
- Brands — a challenge athletes complete for a reward (FACT business).
Customer Relationships
- Self-serve social — follow, kudos, comments (FACT product).
- Clubs and events as the community loop (FACT YIS).
- Self-serve subscribe / renew; 30-day price notices (FACT pricing).
- Family Plan invites, same country, non-subscribers only (FACT Help).
- Client Partners for brand challenges (FACT business FAQ).
Channels
- Strava iOS/Android app — 72% of recordings (FACT YIS).
- Device sync — Garmin, Apple Health, others (FACT YIS).
- Web + app checkout for subscription and the Runna bundle (FACT).
- Family Plan — web or App Store, not Google Play (FACT Help).
- No DSP — challenges are direct / native only (FACT FAQ).
Customer Segments
- Free athletes — record and socialize (FACT subscribe).
- Individual subscribers — analysis and segments (FACT).
- Households — Family Plan, up to four (FACT).
- Race-focused runners — Strava + Runna bundle (FACT).
- Brands and charities — challenges; small brands start with Clubs (FACT).
Cost Structure
- Activity ingest, feed, and storage for free users (INFERENCE).
- Routing and offline maps behind the subscription (FACT features).
- Runna team investment kept as a separate app (FACT CEO).
- App-store fees on in-app subscriptions (INFERENCE; % not disclosed).
- Client Partners and challenge production (FACT FAQ). No published opex.
Revenue Streams
- US Subscription — $11.99/mo or $79.99/yr plus tax (FACT Jul 2025).
- Family Plan — $139.99/yr, up to four, annual only (FACT).
- Strava + Runna — $149.99/yr US, 180+ markets (FACT Jul 2025).
- Sponsored Challenges — from $30k starting cost; scales with reach (FACT).
- No published company revenue or subscriber count (private).