Expanding Visual Platform Substack's recent launch of its TV app for Apple TV and Google TV indicates a strong push to deliver video content and livestreams, offering new monetization opportunities and increased engagement channels for creators. This expansion into visual media presents avenues for sales of related advertising, sponsorships, and premium content solutions.

Subscription Monetization Enhancement The addition of in-app purchases within Substack's iOS app demonstrates a focus on streamlining subscription revenue streams directly through mobile platforms, enabling targeted sales of subscription management solutions, payment integrations, and user engagement tools for creators seeking to optimize their income.

Data Security Improvement Following a significant data breach in October 2025 affecting nearly 700,000 users, there is a clear opportunity to offer advanced security solutions, compliance services, and data protection enhancements to rebuild trust and ensure safer user experiences for platforms handling sensitive subscriber information.

Competitive Video Capabilities Substack's positioning as a competitor to YouTube and Patreon through robust video features opens possibilities for selling video hosting, streaming infrastructure, or creator support tools to attract more content creators and diversify revenue streams for the platform.

Growth and Funding Opportunities With a valuation between $500 million and $1 billion and ongoing growth in paid subscriptions surpassing 5 million, there are opportunities to provide enterprise solutions, analytics, and monetization tools tailored for scale, helping Substack expand its market share and improve creator success.