Kogan Internet Daily Performance Report

4 May 2026 · Generated 5 May 2026 (Australia/Melbourne)

Performance Summary — 4 May 2026

TCC (end of period)
20,059
YoY +8.7%MoM -0.9%
4 May 2026 · vs PY 18,457 · vs MoM 20,247
FYTD Activations
10,123
YoY +35.9%
vs PY 7,450
FYTD Sales (GA4)
9,465
YoY +41.9%
vs PY 6,671
FYTD GTV
$14.22M
YoY +7.8%
vs PY $13.20M (Mar-25 anomaly-adjusted)
MTD Activations
84
YoY -58.8%MoM -27.0%
vs PY 204 · vs MoM 115
MTD GTV
$58,730
YoY -70.8%MoM -64.9%
vs PY $201,302 · vs MoM $167,441

✓ What's Working Well

  • TCC growth YoY: 20,059 vs 18,457 (+1,602, +8.7%). Base remains structurally larger than a year ago.
  • FYTD Sales (GA4): 9,465 vs 6,671 (+2,794, +41.9%) — strong year-on-year acquisition.
  • FYTD Activations: 10,123 vs 7,450 (+2,673, +35.9%) — well ahead of last FY at the same point.
  • FYTD GTV (anomaly-adjusted): $14,224,239 vs $13,196,553 (+7.8%) after substituting Apr-2025 in place of the bulk-rebill Mar-2025 value.
  • Yesterday Sales: 31 vs 13 PY (+138.5%) and vs 19 MoM (+63.2%).
  • MTD Sales (GA4): 106 vs 93 PY (+14.0%) — early May tracking ahead of last year.

⚠ What Needs Watching

  • Yesterday Activations: 13 (LAD 3 May) vs 43 PY (-69.8%). Single-day movement; daily activation flow has shifted toward Gold+ MTM and away from older Silver/Gold MTM mix.
  • Yesterday derived Disconnections: CY = 465 vs PY 24 and MoM 91. Derived formula (Acts + PTCC − TCC) is sensitive to overnight invoice arrivals in BigQuery; treat as indicative until SQL Server source data settles.
  • MTD Activations: 84 vs 204 PY (-58.8%). Early-May volume is light vs same period last year — watch acquisition pacing for the rest of the month.
  • MTD GTV: $58,730 vs $201,302 PY (-70.8%). Early-month invoicing cadence — likely reflects timing of monthly billing runs rather than a structural drop.
  • TCC MoM: 20,059 vs 20,247 (-0.9%). Slight month-on-month slip; small absolute movement on a base of ~20k.
  • FYTD Disconnections: 8,001 vs 7,244 (+757). Higher YoY churn — partly mechanical (larger base) but worth tracking as a ratio of TCC.

Yesterday — 4 May 2026

★ Sales from GA4 · All other metrics from BigQuery
YoY (vs 4 May 2025) MoM (vs 4 Apr 2026)
Metric CY (4 May 2026) PY (4 May 2025) YoY Δ YoY % MoM (4 Apr 2026) MoM Δ MoM %
Sales (GA4)3 31 13 +18 +138.5% 19 +12 +63.2%
Activations
(CY reflects LAD 3 May)
13 43 -30 -69.8% 20 -7 -35.0%
Disconnections
(Activations + PTCC − TCC)a
465 24 +441 +1837.5% 91 +374 +411.0%
GTV (ex-GST) $0.00 $69,011.19 -69,011.19 -100.0% $79,100.79 -79,100.79 -100.0%
TCC (end of period — 4 May)5 20,059 18,457 +1,602 +8.7% 20,247 -188 -0.9%
PTCC (previous day — 3 May)5 20,511 18,438 +2,073 +11.2% 20,318 +193 +0.9%

Plans activated — all plans (CY uses LAD 3 May)

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM110+11new
Silver MTM111-10-90.9%
Gold MTM120-19-95.0%
Bronze MTM010-10-100.0%
Diamond MTM01-1-100.0%
Silver M2M01-1-100.0%
Total1343-30-69.8%

3 Sales sourced from GA4 (Ecommerce purchases: Item name report). All other metrics from BigQuery.

5 PTCC_CY = previous day's published TCC (from Google Sheet: https://docs.google.com/spreadsheets/d/1juzrxFK6b8acGqtMwVeYzho99cCVOZ-FdraOqNrlLMs). PTCC_PY and PTCC_MoM computed from BigQuery using report_date = YEST_PY−1 and MOM_YEST−1 respectively (historical data is settled so BigQuery is accurate). Disconnections (yesterday) = Activations + PTCC − TCC.

a Disconnections derived formula: Activations + PTCC − TCC. CY: 13 + 20,511 − 20,059 = 465. PY: 43 + 18,438 − 18,457 = 24. MoM: 20 + 20,318 − 20,247 = 91. PTCC (CY) from Google Sheet; PTCC (PY) and PTCC (MoM) from BigQuery (settled historical data). True figures pending SQL Server source ([KOG_DATAWAREHOUSE].[VHA].[T_KGN_INTERNET_TOTALS_DAILY_HISTORY]).

Month to Date — 1–4 May 2026

★ Sales from GA4 · All other metrics from BigQuery
YoY (vs 1–4 May 2025) MoM (vs 1–4 Apr 2026)
Metric CY (1–4 May 2026) PY (1–4 May 2025) YoY Δ YoY % MoM (1–4 Apr 2026) MoM Δ MoM %
Sales (GA4)3 106 93 +13 +14.0% 81 +25 +30.9%
Activations 84 204 -120 -58.8% 115 -31 -27.0%
Disconnections
⚠ floor (45-day lag)
0 98 -98 -100.0% 133 -133 -100.0%
GTV (ex-GST) $58,730.26 $201,301.70 $-142,571 -70.8% $167,440.73 $-108,710 -64.9%
TCC (end of period) 20,059 18,457 +1,602 +8.7% 20,247 -188 -0.9%

Plans activated — all plans

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM620+62new
Gold MTM1187-76-87.4%
Silver MTM368-65-95.6%
Platinum MTM36-3-50.0%
Diamond MTM35-2-40.0%
Bronze MTM235-33-94.3%
Silver M2M03-3-100.0%
Total84204-120-58.8%

3 Sales sourced from GA4 (Ecommerce purchases: Item name report). All other metrics from BigQuery.

FY to Date — 1 Jul 2025 – 4 May 2026

★ Sales from GA4 · All other metrics from BigQuery
YoY (vs 1 Jul 2024 – 4 May 2025)
Metric CY (FYTD) PY (FYTD) YoY Δ YoY %
Sales (GA4)3 9,465 6,671 +2,794 +41.9%
Activations 10,123 7,450 +2,673 +35.9%
Disconnectionsb 8,001 7,244 +757 +10.5%
GTV (ex-GST)4 $14,224,238.83 $13,196,553.364 +$1,027,685 +7.8%
TCC (end of period) 20,059 18,457 +1,602 +8.7%

Plans activated — all plans

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM42110+4,211new
Silver MTM2437681+1,756+257.9%
Gold MTM2000458+1,542+336.7%
Bronze MTM1089389+700+179.9%
Platinum MTM219104+115+110.6%
Diamond MTM16682+84+102.4%
Gold M2M11338-1,337-99.9%
Silver M2M04172-4,172-100.0%
Gold $88.90 MTM01-1-100.0%
Diamond Monthly025-25-100.0%
Bronze M2M0167-167-100.0%
Platinum Monthly033-33-100.0%
Total101237450+2,673+35.9%

3 Sales sourced from GA4 (Ecommerce purchases: Item name report). All other metrics from BigQuery.

4 PY GTV adjusted for Mar 2025 bulk-rebill anomaly: raw Mar-2025 GTV was $21,255,577; substituted with Apr-2025 full-month GTV of $1,239,536. Adjusted FYTD PY GTV: raw $33,212,595 − $21,255,577 + $1,239,536 = $13,196,553.

b Disconnections (MTD/FYTD) use invoice-cycle churn definition with 45-day floor. Recent days are floored — actual churn may be higher once full settlement window passes.

TCC + GTV — Monthly History (Jun 2023 – Today)

Blue line = end-of-month TCC (NIC + PIC). Green bars = monthly GTV ex-GST. Today's data point shown in amber. Mar 2025*: bulk-rebill anomaly substituted with Apr 2025 full-month GTV ($1,239,536) for like-for-like comparison.