--- id: wiki-2026-0508-arpu-arppu title: ARPU / ARPPU category: 10_Wiki/Topics status: verified canonical_id: self aliases: [ARPU, ARPPU, Average Revenue Per User, Average Revenue Per Paying User] duplicate_of: none source_trust_level: A confidence_score: 0.9 verification_status: applied tags: [metrics, monetization, game-economy, saas, kpi] raw_sources: [] last_reinforced: 2026-05-10 github_commit: pending tech_stack: language: sql framework: bigquery-snowflake --- # ARPU / ARPPU ## 매 한 줄 > **"매 ARPU 는 매 user base 전체 의 monetization 효율, 매 ARPPU 는 매 paying user 의 willingness-to-pay"**. 매 두 metric 의 ratio = conversion rate. 매 mobile F2P (2010s Supercell, 2020s Genshin) 에서 매 industry standard, 매 2026 SaaS / AI 구독 (ChatGPT Plus, Claude Pro) 에도 그대로 적용. ## 매 핵심 ### 매 정의 - **ARPU** = Total Revenue / Total Active Users (DAU 또는 MAU 기준). - **ARPPU** = Total Revenue / Paying Users. - **Conversion Rate** = Paying Users / Active Users = ARPU / ARPPU. ### 매 Time window - **Daily ARPU (ARPDAU)**: revenue_day / DAU_day — 매 noisy, 매 7-day rolling avg 권장. - **Monthly ARPU (ARPMAU)**: revenue_month / MAU_month — 매 industry standard. - **LTV-adjusted ARPU**: 매 cohort 기반 — 매 churn 반영. ### 매 응용 1. **F2P 게임**: 매 ARPPU $10–50, 매 conversion 1–5% → ARPU $0.10–2.50. 2. **SaaS B2C**: 매 conversion 5–15%, 매 ARPPU $5–30 → ARPU $0.50–4. 3. **AI 구독**: 매 ARPPU $20, 매 conversion 5–10%. ## 💻 패턴 ### Pattern 1: SQL ARPU/ARPPU 계산 ```sql -- BigQuery: monthly ARPU & ARPPU WITH monthly AS ( SELECT DATE_TRUNC(event_date, MONTH) AS month, user_id, SUM(revenue_usd) AS user_revenue FROM events WHERE event_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 12 MONTH) GROUP BY month, user_id ) SELECT month, COUNT(DISTINCT user_id) AS mau, COUNTIF(user_revenue > 0) AS paying_users, SUM(user_revenue) / COUNT(DISTINCT user_id) AS arpu, SAFE_DIVIDE(SUM(user_revenue), COUNTIF(user_revenue > 0)) AS arppu, SAFE_DIVIDE(COUNTIF(user_revenue > 0), COUNT(DISTINCT user_id)) AS conv_rate FROM monthly GROUP BY month ORDER BY month; ``` ### Pattern 2: Cohort ARPU (LTV-style) ```sql SELECT install_cohort, DATE_DIFF(event_date, install_date, DAY) AS day_n, SUM(revenue_usd) / COUNT(DISTINCT user_id) AS cumulative_arpu FROM user_events GROUP BY install_cohort, day_n ORDER BY install_cohort, day_n; ``` ### Pattern 3: Whale segmentation ```sql SELECT CASE WHEN user_revenue >= 1000 THEN 'whale' WHEN user_revenue >= 100 THEN 'dolphin' WHEN user_revenue >= 10 THEN 'minnow' ELSE 'free' END AS segment, COUNT(*) AS users, SUM(user_revenue) AS revenue, AVG(user_revenue) AS arppu_segment FROM monthly GROUP BY segment; ``` ### Pattern 4: Python Pareto 검증 ```python import numpy as np revenue = df['user_revenue'].sort_values(ascending=False).values top_1pct = revenue[:int(len(revenue) * 0.01)].sum() total = revenue.sum() print(f"Top 1% contribute: {top_1pct / total:.1%}") # 매 F2P 보통 50%+ ``` ### Pattern 5: ARPDAU rolling window ```sql SELECT event_date, AVG(revenue / dau) OVER ( ORDER BY event_date ROWS BETWEEN 6 PRECEDING AND CURRENT ROW ) AS arpdau_7d FROM daily_metrics; ``` ## 매 결정 기준 | 상황 | Use which metric | |---|---| | 매 전체 monetization health | ARPU | | 매 pricing / paywall 효과 | ARPPU | | 매 funnel optimization | Conversion = ARPU/ARPPU | | 매 long-term value | Cohort LTV (ARPU × retention 적분) | | 매 whale dependence | Top 1% revenue share | **기본값**: 매 ARPU + ARPPU + Conversion 매 trio 같이 보고. 매 single metric 의 misleading. ## 🔗 Graph - 부모: [[유저 평균 매출(ARPU)]] · [[결제 사용자당 평균 매출(ARPPU)]] - 응용: [[부분 유료화(Freemium) 게임 경제 모델링]] · [[가상 경제 시스템]] - Adjacent: [[이탈률(Churn Rate)]] · [[수요와 공급(Supply and Demand)]] ## 🤖 LLM 활용 **언제**: 매 product analytics agent 가 매 monetization dashboard 생성 / 매 anomaly detection. 매 LLM 이 매 SQL 작성 + 매 ratio interpretation. **언제 X**: 매 raw event-level data exploration — 매 BI tool (Looker, Metabase) 직접. ## ❌ 안티패턴 - **ARPU only reporting**: 매 conversion 변화 의 hidden — 매 ARPPU drop + conversion rise 가 ARPU 같게 보임. - **Single-day snapshot**: 매 day-of-week / weekend effect → 매 7-day rolling 필수. - **Mixing currencies**: 매 KRW/USD/EUR mixed → 매 normalize first. - **Including refunds 의 X**: 매 refund 차감 안 하면 매 inflated ARPPU. ## 🧪 검증 / 중복 - Verified (Newzoo 2025 mobile gaming report, Sensor Tower 2026 benchmarks). - 신뢰도 A. ## 🕓 Changelog | 날짜 | 변경 | |---|---| | 2026-05-08 | Phase 1 | | 2026-05-10 | Manual cleanup — definitions + 5 SQL patterns + 매 whale segmentation |