Kogan Mobile NZ — Daily Sales Report

Yesterday: Wednesday, 02 September 2026  |  Generated 03 Sep 2026 (AEST)  |  All figures NZD Inc GST. Gross Sales excludes voucher redemptions.

Yesterday — Wednesday, 02 September 2026

TOTAL PLANS
874 +31.2%
LY: 666
Top-Up + Vouchers Bought
TY Top-Up 572 · VB 302
Excludes voucher redemptions: 162 (LY 179)
TOP-UP PLANS (ADYEN)
572 +14.6%
LY: 499
TY New: 23 · Existing: 549
LY New: 31 · Existing: 468
VOUCHERS BOUGHT
302 +80.8%
LY: 167
TY NZ$51,088 gross
LY NZ$21,084 gross
GROSS SALES (Inc GST)
NZ$76,407 +52.3%
LY: NZ$50,173
TY: TopUp NZ$25,319 + Voucher NZ$51,088
Excludes voucher redemptions: NZ$30,097 (LY NZ$29,476)

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: Wednesday, 02 September 2026 vs Tuesday, 02 September 2025

MetricTYLYYoY
Top-Up Plans (ADYEN)572499+14.6%
  New (Top-Up)2331-25.8%
  Existing (Top-Up)549468+17.3%
Vouchers Bought302167+80.8%
  New (Voucher Bought) - count (est.)9546+106.5%
  New (Voucher Bought) - gross (est.)NZ$13,534NZ$4,923+174.9%
  Existing (Voucher Bought) - count (est.)207121+71.1%
  Existing (Voucher Bought) - gross (est.)NZ$37,554NZ$16,161+132.4%
TOTAL PLANS874666+31.2%
Top-Up SalesNZ$25,319NZ$29,089-13%
Voucher SalesNZ$51,088NZ$21,084+142.3%
GROSS SALES (Inc GST)NZ$76,407NZ$50,173+52.3%
Voucher Plans Redeemed (excluded)162179-9.5%
  Redeemed New / Existing5149+4.1%
Voucher Redemption Value (excluded)NZ$30,097NZ$29,476+2.1%

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)12101113
LARGE (30 Days | 15GB)1101102
LARGE (365 Days | 15GB Per Month)154964
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM34548
EXTRA LARGE (365 Days | 32GB Per Month)123648
LARGE (30 Days | 15GB) Long Weekend Special NOSIM24547
Medium Data Pack14546
Large Data Pack04040
MEDIUM (30 Days | 4GB)13536
Small Data Pack03434
LARGE (365 Days | 15GB Per 30 Days)42630
LARGE (Monthly | 15GB)82028

Month to Date (to 02 Sep 2026)

TOTAL PLANS
1,663 +23.9%
LY: 1,342
Top-Up + Vouchers Bought
TY Top-Up 1,138 · VB 525
Excludes voucher redemptions: 362 (LY 405)
TOP-UP PLANS (ADYEN)
1,138 +12.6%
LY: 1,011
TY New: 59 · Existing: 1,079
LY New: 67 · Existing: 944
VOUCHERS BOUGHT
525 +58.6%
LY: 331
TY NZ$93,950 gross
LY NZ$41,575 gross
GROSS SALES (Inc GST)
NZ$142,775 +51.9%
LY: NZ$93,997
TY: TopUp NZ$48,825 + Voucher NZ$93,950
Excludes voucher redemptions: NZ$65,934 (LY NZ$69,452)

Active Base — as of 2026-09-02 (latest available snapshot)

TOTAL ACTIVE CUSTOMERS
74,542
Prior month-end (2026-08): 74,594
TOTAL 365-DAY ACTIVE PLANS
61,252
Prior month-end (2026-08): 61,383
TOTAL 30-DAY ACTIVE PLANS
11,264
Prior month-end (2026-08): 11,197
SNAPSHOT AS-OF
2026-09-02
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 525 (NZ$93,950) · LY 331 (NZ$41,575) · YoY count +58.6% · 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)1,1381,011+12.6%
  New (Top-Up)5967-11.9%
  Existing (Top-Up)1,079944+14.3%
Vouchers Bought525331+58.6%
  New (Voucher Bought) - count (est.)152108+40.7%
  New (Voucher Bought) - gross (est.)NZ$20,674NZ$12,075+71.2%
  Existing (Voucher Bought) - count (est.)373223+67.3%
  Existing (Voucher Bought) - gross (est.)NZ$73,276NZ$29,500+148.4%
TOTAL PLANS1,6631,342+23.9%
Top-Up SalesNZ$48,825NZ$52,422-6.9%
Voucher SalesNZ$93,950NZ$41,575+126%
GROSS SALES (Inc GST)NZ$142,775NZ$93,997+51.9%
Voucher Plans Redeemed (excluded)362405-10.6%
  Redeemed New / Existing105132-20.5%
Voucher Redemption Value (excluded)NZ$65,934NZ$69,452-5.1%

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)31216247
LARGE (30 Days | 15GB)6209215
LARGE (365 Days | 15GB Per Month)32121153
EXTRA LARGE (365 Days | 32GB Per Month)2182103
LARGE (30 Days | 15GB) Long Weekend Special NOSIM3100103
Medium Data Pack48993
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM67682
Large Data Pack17576
MEDIUM (30 Days | 4GB)46872
LARGE (Monthly | 15GB)144559
Small Data Pack05858
LARGE (365 Days | 15GB Per 30 Days)65056
International Roaming Add-On (Data Only)14041
LARGE (30 Days | 15GB) - $5 Starter Pack Offer29029
EXTRA LARGE (30 Days | 32GB)22224
International Calls Add-On02323
SMALL (365 Days | 1.5GB Per 30 Days)11920
EXTRA LARGE (30 Days | 32GB) LWS NOSIM11314
LARGE (365 Days | 15GB Per Month) BTL088
MEDIUM STUDENT (30 Days | 15GB)145

Financial Year to Date (2026-07-01 to 02 Sep 2026)

TOTAL PLANS
41,540 +22.5%
LY: 33,909
Top-Up + Vouchers Bought
TY Top-Up 34,501 · VB 7,039
Excludes voucher redemptions: 5,807 (LY 6,577)
TOP-UP PLANS (ADYEN)
34,501 +26.5%
LY: 27,273
TY New: 2,034 · Existing: 32,467
LY New: 1,821 · Existing: 25,452
VOUCHERS BOUGHT
7,039 +6.1%
LY: 6,636
TY NZ$1,145,115 gross
LY NZ$1,020,863 gross
GROSS SALES (Inc GST)
NZ$2,343,375 +22.6%
LY: NZ$1,911,082
TY: TopUp NZ$1,198,260 + Voucher NZ$1,145,115
Excludes voucher redemptions: NZ$910,951 (LY NZ$1,032,298)

Plans Composition: TY vs LY

Gross Sales (Inc GST): TY vs LY

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

TY 7,039 (NZ$1,145,115) · LY 6,636 (NZ$1,020,863) · YoY count +6.1% · 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)34,50127,273+26.5%
  New (Top-Up)2,0341,821+11.7%
  Existing (Top-Up)32,46725,452+27.6%
Vouchers Bought7,0396,636+6.1%
  New (Voucher Bought) - count (est.)3,3093,376-2%
  New (Voucher Bought) - gross (est.)NZ$436,467NZ$431,895+1.1%
  Existing (Voucher Bought) - count (est.)3,7303,260+14.4%
  Existing (Voucher Bought) - gross (est.)NZ$708,648NZ$588,968+20.3%
TOTAL PLANS41,54033,909+22.5%
Top-Up SalesNZ$1,198,260NZ$890,219+34.6%
Voucher SalesNZ$1,145,115NZ$1,020,863+12.2%
GROSS SALES (Inc GST)NZ$2,343,375NZ$1,911,082+22.6%
Voucher Plans Redeemed (excluded)5,8076,577-11.7%
  Redeemed New / Existing2,7303,346-18.4%
Voucher Redemption Value (excluded)NZ$910,951NZ$1,032,298-11.8%

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.

All Plans (FYTD TY) — Top 20

PlanNewExistingTotal
SMALL (30 Days | 1.5GB)9137,2518,164
LARGE (30 Days | 15GB)2735,7215,994
LARGE (30 Days | 15GB) Long Weekend Special NOSIM2103,6813,891
Medium Data Pack822,9483,030
MEDIUM (30 Days | 4GB)1482,2572,405
EXTRA LARGE (365 Days | 32GB Per Month)8681,2962,164
Large Data Pack561,9652,021
MEDIUM (30 Days | 4GB) Long Weekend Special NOSIM1181,8231,941
Small Data Pack431,8001,843
LARGE (365 Days | 15GB Per Month)2319011,132
LARGE (365 Days | 15GB Per 30 Days)1559591,114
International Roaming Add-On (Calls & Data)43906949
International Roaming Add-On (Data Only)36777813
LARGE (30 Days | 15GB) - $5 Starter Pack Offer7832785
EXTRA LARGE (30 Days | 32GB)19610629
EXTRA LARGE (30 Days | 32GB) LWS NOSIM28563591
SMALL (365 Days | 1.5GB Per 30 Days)166424590
International Calls Add-On33494527
MEDIUM (30 Days | 4GB) June/July 2026 Promo28876364
LARGE (Monthly | 15GB)95256351

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.

Going Well

  • FYTD Gross Sales (Inc GST) NZ$2,343,375, up +22.6% YoY.
  • FYTD Total Plans 41,540, up +22.5% YoY (Top-Up + Vouchers Bought).
  • MTD Total Plans 1,663, +23.9% YoY.
  • Active base at 02 Sep 2026: 74,542 customers.

Needs Attention

  • Yesterday Gross Sales NZ$76,407, +52.3% vs same day LY.
  • MTD Gross Sales NZ$142,775, +51.9% YoY.
  • MTD & FYTD Vouchers Bought count +58.6% / +6.1% YoY.

Active Base — as of 2026-09-02 (latest available snapshot)

TOTAL ACTIVE CUSTOMERS
74,542
Prior month-end (2026-08): 74,594
TOTAL 365-DAY ACTIVE PLANS
61,252
Prior month-end (2026-08): 61,383
TOTAL 30-DAY ACTIVE PLANS
11,264
Prior month-end (2026-08): 11,197
SNAPSHOT AS-OF
2026-09-02
Latest available snapshot on/before yesterday

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 02 Sep 2026).

Activations

New Activations by Month (first appearance of mobile number)

* latest month is partial (to 02 Sep 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
18 -43.8%
LY: 32
Top TY: 2degrees (8)
Top LY: One NZ (10)
PORT-INS MTD
37 -38.3%
LY: 60
Top TY: One NZ (14)
Top LY: One NZ (19)
PORT-INS FYTD
1,420 -22.1%
LY: 1,822
Top TY: One NZ (454)
Top LY: One NZ (565)
PORT-INS LIFETIME
98,895
Top: One NZ (27,345)
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 NZ1419-26.3%
2degrees915-40%
Spark612-50%
Skinny59-44.4%
Mercury Mobile02-100%
Mighty Mobile11+0%
Orcon Next Generation01-100%
2degrees NextGen Mobile01-100%
Warehouse10n/a
Telsim NZ10n/a

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

Previous ProviderTYLYYoY
One NZ454565-19.6%
Spark260398-34.7%
2degrees274348-21.3%
Skinny229294-22.1%
2degrees NextGen Mobile2872-61.1%
Mighty Mobile4132+28.1%
Warehouse2127-22.2%
Telsim NZ350n/a
MyRepublic Mobile1615+6.7%
Mercury Mobile1416-12.5%
Contact Mobile1314-7.1%
Nova Energy Mobile1311+18.2%
Slingshot NextGen Mobile89-11.1%
Kiwi Mobile107+42.9%
Megatel08-100%

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.