Kogan Mobile NZ — Daily Sales Report

Yesterday: Tuesday, 20 October 2026  |  Generated 21 Oct 2026 (AEST)  |  All figures NZD Inc GST. Gross Sales excludes voucher redemptions.

Yesterday — Tuesday, 20 October 2026

TOTAL PLANS
716 +18%
LY: 607
Top-Up + Vouchers Bought
TY Top-Up 575 · VB 141
Excludes voucher redemptions: 74 (LY 80)
TOP-UP PLANS (ADYEN)
575 +14.5%
LY: 502
TY New: 22 · Existing: 553
LY New: 23 · Existing: 479
VOUCHERS BOUGHT
141 +34.3%
LY: 105
TY NZ$23,699 gross
LY NZ$3,829 gross
GROSS SALES (Inc GST)
NZ$38,391 +116.2%
LY: NZ$17,758
TY: TopUp NZ$14,692 + Voucher NZ$23,699
Excludes voucher redemptions: NZ$7,149 (LY NZ$6,630)

Top-Up Plans by New/Existing (stacked) + Vouchers Bought

Doughnut shows New vs Existing for Top-Up plans only.

Plans Composition (Top-Up N/E + Vouchers Bought N/E est.)

Voucher Plans Bought (Yesterday): Total

Counted in Total Plans and Gross Sales.

Voucher Plans Redeemed (Yesterday): New vs Existing

Already counted at point of sale (Vouchers Bought). Excluded from Total Plans and Gross Sales. Matches Looker dashboard 169.

Top Plans by Activity (Yesterday)

Per-plan view from the sales table; may include redemption rows for visualisation. Not the same as Total Plans.

Yesterday TY vs LY: Tuesday, 20 October 2026 vs Monday, 20 October 2025

MetricTYLYYoY
Top-Up Plans (ADYEN)575502+14.5%
  New (Top-Up)2223-4.3%
  Existing (Top-Up)553479+15.4%
Vouchers Bought141105+34.3%
  New (Voucher Bought) - count (est.)7839+100%
  New (Voucher Bought) - gross (est.)NZ$8,692NZ$1,881+362%
  Existing (Voucher Bought) - count (est.)6366-4.5%
  Existing (Voucher Bought) - gross (est.)NZ$15,007NZ$1,948+670.6%
TOTAL PLANS716607+18%
Top-Up SalesNZ$14,692NZ$13,929+5.5%
Voucher SalesNZ$23,699NZ$3,829+518.9%
GROSS SALES (Inc GST)NZ$38,391NZ$17,758+116.2%
Voucher Plans Redeemed (excluded)7480-7.5%
  Redeemed New / Existing4130+36.7%
Voucher Redemption Value (excluded)NZ$7,149NZ$6,630+7.8%

Vouchers Bought has no native New/Existing split (the buyer is not yet linked to a mobile at point of sale). The N/E count split is derived from the redemption-count N/E ratio; the N/E gross split is derived from the redemption-$ N/E ratio for the same period. Use as approximations only.

Top Plans Detail (Yesterday)

PlanNewExistingTotal
SMALL (30 Days | 1.5GB)69197
LARGE (30 Days | 15GB)16566
Medium Data Pack25961
LARGE (30 Days | 15GB) Long Weekend Special NOSIM25456
Roaming Data Pack Daily (xVNE)25355
Small Data Pack23436
STANDARD (Monthly | 2GB Per Month)62531
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM13031
Large Data Pack03030
BIGGER (Monthly | 15GB Per Month)12627
MEDIUM (30 Days | 4GB)02525
StarterBIGGER (Monthly | 15GB Per Month)18018

Month to Date (to 20 Oct 2026)

TOTAL PLANS
12,344 +8.5%
LY: 11,378
Top-Up + Vouchers Bought
TY Top-Up 11,417 · VB 927
Excludes voucher redemptions: 913 (LY 1,543)
TOP-UP PLANS (ADYEN)
11,417 +16.7%
LY: 9,781
TY New: 613 · Existing: 10,804
LY New: 677 · Existing: 9,104
VOUCHERS BOUGHT
927 -42%
LY: 1,597
TY NZ$67,368 gross
LY NZ$177,999 gross
GROSS SALES (Inc GST)
NZ$384,682 -13%
LY: NZ$442,018
TY: TopUp NZ$317,314 + Voucher NZ$67,368
Excludes voucher redemptions: NZ$81,280 (LY NZ$181,311)

Active Base — as of 2026-10-20 (latest available snapshot)

TOTAL ACTIVE CUSTOMERS
74,997
Prior month-end (2026-09): 74,925
TOTAL 365-DAY ACTIVE PLANS
61,661
Prior month-end (2026-09): 62,042
TOTAL 30-DAY ACTIVE PLANS
11,051
Prior month-end (2026-09): 10,933
SNAPSHOT AS-OF
2026-10-20
Latest available snapshot on/before yesterday

Plans Composition: TY vs LY

Gross Sales (Inc GST): TY vs LY

Voucher Plans Bought MTD: New vs Existing — Gross $ (TY vs LY)

TY 927 (NZ$67,368) · LY 1,597 (NZ$177,999) · YoY count -42% · Segments: Voucher Bought New (est.) $ + Voucher Bought Existing (est.) $. N/E split derived from redemption-$ ratio (estimate).

Voucher Plans Redeemed MTD: New vs Existing (TY vs LY)

Already counted at point of sale (Vouchers Bought). Excluded from Total Plans and Gross Sales. Matches Looker dashboard 169.

Top Plans by Activity: TY vs LY (MTD)

MTD Headline Numbers: TY vs LY

MetricTYLYYoY
Top-Up Plans (ADYEN)11,4179,781+16.7%
  New (Top-Up)613677-9.5%
  Existing (Top-Up)10,8049,104+18.7%
Vouchers Bought9271,597-42%
  New (Voucher Bought) - count (est.)548749-26.8%
  New (Voucher Bought) - gross (est.)NZ$33,671NZ$82,421-59.1%
  Existing (Voucher Bought) - count (est.)379848-55.3%
  Existing (Voucher Bought) - gross (est.)NZ$33,697NZ$95,578-64.7%
TOTAL PLANS12,34411,378+8.5%
Top-Up SalesNZ$317,314NZ$264,019+20.2%
Voucher SalesNZ$67,368NZ$177,999-62.2%
GROSS SALES (Inc GST)NZ$384,682NZ$442,018-13%
Voucher Plans Redeemed (excluded)9131,543-40.8%
  Redeemed New / Existing540724-25.4%
Voucher Redemption Value (excluded)NZ$81,280NZ$181,311-55.2%

Vouchers Bought has no native New/Existing split (the buyer is not yet linked to a mobile at point of sale). The N/E count split is derived from the redemption-count N/E ratio; the N/E gross split is derived from the redemption-$ N/E ratio for the same period. Use as approximations only.

All Plans (MTD TY) — Top 20

PlanNewExistingTotal
SMALL (30 Days | 1.5GB)1631,7271,890
LARGE (30 Days | 15GB)391,2211,260
LARGE (30 Days | 15GB) Long Weekend Special NOSIM541,1621,216
Medium Data Pack251,0721,097
Roaming Data Pack Daily (xVNE)479921,039
STANDARD (Monthly | 2GB Per Month)154591745
Large Data Pack15705720
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM40546586
BIGGER (Monthly | 15GB Per Month)29493522
Small Data Pack8498506
MEDIUM (30 Days | 4GB)10451461
BIG (Monthly | 5GB Per Month)48325373
International Calls 250 Add-On10209219
StarterBIGGER (Monthly | 15GB Per Month)1720172
LARGE (365 Days | 15GB Per Month)7684160
EXTRA LARGE (30 Days | 32GB) LWS NOSIM7127134
BIGGEST(Monthly | 60GB Per Month)2127129
LARGE (365 Days | 15GB Per 30 Days)12101113
EXTRA LARGE (30 Days | 32GB)0112112
LARGE (Monthly | 15GB)277299

Financial Year to Date (2026-07-01 to 20 Oct 2026)

TOTAL PLANS
72,909 +15.2%
LY: 63,272
Top-Up + Vouchers Bought
TY Top-Up 61,072 · VB 11,837
Excludes voucher redemptions: 11,212 (LY 12,561)
TOP-UP PLANS (ADYEN)
61,072 +19.3%
LY: 51,181
TY New: 3,795 · Existing: 57,277
LY New: 3,406 · Existing: 47,775
VOUCHERS BOUGHT
11,837 -2.1%
LY: 12,091
TY NZ$1,813,403 gross
LY NZ$1,558,248 gross
GROSS SALES (Inc GST)
NZ$3,896,325 +15.9%
LY: NZ$3,361,125
TY: TopUp NZ$2,082,922 + Voucher NZ$1,813,403
Excludes voucher redemptions: NZ$1,755,000 (LY NZ$1,813,423)

Plans Composition: TY vs LY

Gross Sales (Inc GST): TY vs LY

Voucher Plans Bought FYTD: New vs Existing — Gross $ (TY vs LY)

TY 11,837 (NZ$1,813,403) · LY 12,091 (NZ$1,558,248) · YoY count -2.1% · Segments: Voucher Bought New (est.) $ + Voucher Bought Existing (est.) $. N/E split derived from redemption-$ ratio (estimate).

Voucher Plans Redeemed FYTD: New vs Existing (TY vs LY)

Already counted at point of sale (Vouchers Bought). Excluded from Total Plans and Gross Sales. Matches Looker dashboard 169.

Top Plans by Activity: TY vs LY (FYTD)

FYTD Headline Numbers: TY vs LY

MetricTYLYYoY
Top-Up Plans (ADYEN)61,07251,181+19.3%
  New (Top-Up)3,7953,406+11.4%
  Existing (Top-Up)57,27747,775+19.9%
Vouchers Bought11,83712,091-2.1%
  New (Voucher Bought) - count (est.)5,0435,197-3%
  New (Voucher Bought) - gross (est.)NZ$624,904NZ$577,523+8.2%
  Existing (Voucher Bought) - count (est.)6,7946,894-1.5%
  Existing (Voucher Bought) - gross (est.)NZ$1,188,499NZ$980,725+21.2%
TOTAL PLANS72,90963,272+15.2%
Top-Up SalesNZ$2,082,922NZ$1,802,877+15.5%
Voucher SalesNZ$1,813,403NZ$1,558,248+16.4%
GROSS SALES (Inc GST)NZ$3,896,325NZ$3,361,125+15.9%
Voucher Plans Redeemed (excluded)11,21212,561-10.7%
  Redeemed New / Existing4,7775,399-11.5%
Voucher Redemption Value (excluded)NZ$1,755,000NZ$1,813,423-3.2%

Vouchers Bought has no native New/Existing split (the buyer is not yet linked to a mobile at point of sale). The N/E count split is derived from the redemption-count N/E ratio; the N/E gross split is derived from the redemption-$ N/E ratio for the same period. Use as approximations only.

All Plans (FYTD TY) — Top 20

PlanNewExistingTotal
SMALL (30 Days | 1.5GB)1,74712,12613,873
LARGE (30 Days | 15GB)4569,4789,934
LARGE (30 Days | 15GB) Long Weekend Special NOSIM3586,3106,668
Medium Data Pack1435,0505,193
MEDIUM (30 Days | 4GB)2063,6743,880
Large Data Pack903,4443,534
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM2283,1993,427
EXTRA LARGE (365 Days | 32GB Per Month)1,1011,9353,036
Small Data Pack632,8972,960
LARGE (365 Days | 15GB Per Month)6731,7762,449
LARGE (365 Days | 15GB Per 30 Days)2071,4931,700
International Roaming Add-On (Calls & Data)571,3021,359
Roaming Data Pack Daily (xVNE)671,2861,353
LARGE (365 Days | 15GB Per Month) BTL2571,0081,265
International Roaming Add-On (Data Only)431,0751,118
LARGE (30 Days | 15GB) - $5 Starter Pack Offer1,05621,058
EXTRA LARGE (30 Days | 32GB)279931,020
SMALL (365 Days | 1.5GB Per 30 Days)255744999
EXTRA LARGE (30 Days | 32GB) LWS NOSIM43912955
LARGE (Monthly | 15GB)272601873

Summary & Key Takeaways

Definitions

Total Plans = Top-Up (Adyen) + Vouchers Bought. Gross Sales (Inc GST) = TopupSales + VoucherSales (NZD). Voucher redemptions are tracked separately and excluded from both Total Plans and Gross Sales to avoid double counting.

Active Base — as of 2026-10-20 (latest available snapshot)

TOTAL ACTIVE CUSTOMERS
74,997
Prior month-end (2026-09): 74,925
TOTAL 365-DAY ACTIVE PLANS
61,661
Prior month-end (2026-09): 62,042
TOTAL 30-DAY ACTIVE PLANS
11,051
Prior month-end (2026-09): 10,933
SNAPSHOT AS-OF
2026-10-20
Latest available snapshot on/before yesterday

Trends

Total Active Customers (EOM, last 25 months + current)

Total Active Customers (EOQ, quarterly)

365-Day Active Plans (EOM)

30-Day Active Plans (EOM)

Monthly Revenue (NZD Inc GST) — Last 36 Months: Auto-Renew (Top-Up) + Vouchers

Source: rpt_kogan_mobile_nz_daily_metrics. Auto-Renew (Top-Up)=TopupSales; Voucher=VoucherSales. Total matches Gross Sales (Inc GST) (excludes voucher redemptions). Current month is month-to-date up to 20 Oct 2026.

Monthly Revenue raw values (last 36 months)

ARPU

ARPU TTM (trailing 12 months revenue / avg 13 EOM subs / 12)

Revenue from fct_kogan_mobile_nz_payments_captured (State=CAPTURED). * current month is partial (to 20 Oct 2026).

Activations

New Activations by Month (first appearance of mobile number)

* latest month is partial (to 20 Oct 2026).

New Activations by Quarter

* current quarter is partial.

Porting

Data source & scope. Port-IN counts are distinct mobile numbers by previous carrier, from rpt_kogan_mobile_nz_plans.KmnzPortedInProvider / KmnzPortedInDate (counted as distinct KmnzMobileNumber — this table is a daily snapshot, so a raw COUNT(*) would massively overcount; distinct mobiles is the correct port-in volume). Port-OUT data is not currently tracked for NZ. The Australian operation has it (fct_kogan_mobile_au_exits.GainingCarrier); there is no equivalent NZ table or column.
PORT-INS YESTERDAY
8 -50%
LY: 16
Top TY: 2degrees (3)
Top LY: One NZ (7)
PORT-INS MTD
307 -26.6%
LY: 418
Top TY: Spark (81)
Top LY: One NZ (179)
PORT-INS FYTD
2,676 -4%
LY: 2,787
Top TY: One NZ (796)
Top LY: One NZ (928)
PORT-INS LIFETIME
100,184
Top: One NZ (27,702)
Excludes records with blank/unknown provider

Port-Ins by Previous Provider (Lifetime, top 12)

Monthly Port-Ins by Previous Provider (last 24 months)

Top-5 lifetime providers + Other (dashed).

Port-Ins MTD: TY vs LY by Previous Provider

Port-Ins FYTD: TY vs LY by Previous Provider

Port-Ins MTD by Previous Provider (TY vs LY)

Previous ProviderTYLYYoY
One NZ79179-55.9%
Spark8165+24.6%
2degrees5788-35.2%
Skinny4453-17%
2degrees NextGen Mobile911-18.2%
Mighty Mobile96+50%
Warehouse63+100%
MyRepublic Mobile25-60%
Mercury Mobile43+33.3%
Telsim NZ60n/a
Contact Mobile32+50%
Kiwi Mobile31+200%
Nova Energy Mobile30n/a
Megatel02-100%
Slingshot NextGen Mobile10n/a

Port-Ins FYTD by Previous Provider (TY vs LY)

Previous ProviderTYLYYoY
One NZ796928-14.2%
Spark535592-9.6%
2degrees569551+3.3%
Skinny403394+2.3%
2degrees NextGen Mobile6395-33.7%
Mighty Mobile7851+52.9%
Warehouse4437+18.9%
Telsim NZ620n/a
Mercury Mobile2729-6.9%
MyRepublic Mobile2324-4.2%
Contact Mobile2119+10.5%
Nova Energy Mobile1820-10%
Slingshot NextGen Mobile1214-14.3%
Kiwi Mobile1610+60%
Megatel017-100%

Port-OUT (carriers customers leave Kogan Mobile NZ for)

This data is not currently tracked in the NZ data warehouse. The Australian operation has it (fct_kogan_mobile_au_exits.GainingCarrier) but there is no equivalent NZ table or column. Adding port-out tracking would require the NZ telecom vendor feed to expose losing/gaining carrier on deactivation events; raise with the data engineering team.