Kogan Internet — Daily Performance Report

Report date: 06 Sep 2026 · Generated 07 Sep 2026 09:58 AEST · Sales from GA4 · Activations / Disconnections / GTV / TCC from BigQuery

Performance Summary — 06 Sep 2026

TCC (as at 06 Sep)
23,405
YoY +14.8%MoM +2.6%
PY 20,396 · MoM base 22,817
FYTD Activations
4,212
YoY +31.3%
PY 3,207
FYTD Sales (GA4)
4,103
YoY +43.3%
PY 2,864
FYTD GTV (ex-GST)
$3,431,425
YoY +9.7%
PY $3,128,985 (no Mar-25 in period)
MTD Activations
367
YoY +169.9%MoM −15.6%
PY 136 · MoM 435
MTD GTV (ex-GST)
$145,820
YoY −58.3%MoM −67.9%
PY $349,804 · MoM $454,948

✓ What's Working Well

  • TCC 23,405 as at 06 Sep — up 3,009 YoY (+14.8% vs 20,396) and +588 MoM (+2.6% vs 22,817 on 06 Aug).
  • FYTD activations 4,212 vs 3,207 PY — +1,005 (+31.3%), driven by Gold+ MTM (3,055 activations, new since Sep-25).
  • FYTD sales (GA4) 4,103 vs 2,864 PY — +1,239 (+43.3%).
  • FYTD GTV $3,431,425 vs $3,128,985 PY — +$302,440 (+9.7%).
  • MTD activations 367 (1–06 Sep) vs 136 PY — +231 (+169.9%) YoY.
  • MTD sales (GA4) 534 vs 116 PY (+360.3% YoY) and vs 331 in the same window last month (+61.3% MoM).
  • Yesterday activations 105 (LAD 05 Sep) vs 11 PY and 80 MoM; yesterday sales (GA4) 89 vs 14 PY (+535.7%) and 61 MoM (+45.9%).

⚠ What Needs Watching

  • MTD activations −15.6% MoM — 367 vs 435 in 1–6 Aug. Early-month comparison; August's first week was unusually strong.
  • MTD GTV $145,820 is −58.3% YoY and −67.9% MoM — a billing-cycle timing effect: the large 5th-of-month invoice batch (2,709 invoices / ~$199k on 5 Aug) has only 5 rows loaded for 5 Sep in BigQuery so far. Expect MTD GTV to catch up as the batch lands.
  • TCC data-freshness caveat: because the 5 Sep invoice batch is incomplete, the strict NIC+PIC formula (LID = 5 Sep) gives 20,596 — an artificial ~2,467 drop vs PTCC 23,063. Headline TCC 23,405 instead uses LID = 4 Sep (trailing month 5 Aug–4 Sep + 105 post-invoice activations). Re-check tomorrow once the 5 Sep invoices load.
  • Yesterday derived disconnections are negative (CY -237, MoM -633) — a data-freshness artefact (TCC_EOP exceeds PTCC + activations), shown in grey, not a churn signal. PY derived value: 50.
  • MTD disconnections show 0 (⚠ floor, 45-day invoice-cycle lag) vs 50 PY / 53 MoM — not comparable yet. FYTD disconnections 1,771 vs 1,490 PY (+18.9%) — higher churn on a larger base (1,771/23,405 = 7.6% vs 7.3% PY).
  • Yesterday GTV $0 (06 Sep was a Sunday — no invoice run) vs $60,878 PY; normal weekend billing pattern.
  • Legacy plan run-off: Silver MTM FYTD activations 220 vs 1,486 PY (−85.2%) and Gold MTM 619 vs 1,095 (−43.5%) as demand migrates to Gold+ MTM.

Yesterday — 06 Sep 2026

PTCC_CY = 23,063 loaded from Google Sheet (date: 05/09/2026).
YoY (vs prior year)    MoM (vs prior month)
MetricCY (06 Sep 2026)PY (06 Sep 2025)YoY ΔYoY %MoM (06 Aug 2026)MoM ΔMoM %
Sales (GA4) ⁽³⁾8914+75+535.7%61+28+45.9%
Activations105
(CY reflects LAD 05 Sep)
11+94+854.5%80+25+31.2%
Disconnections (Activations + PTCC − TCC)-237 ⁽ᵃ⁾50−287−574.0%-633 ⁽ᵃ⁾+396−62.6%
GTV (ex-GST)$0
(Sunday — no invoice run)
$60,878−$60,878−100.0%$109,042−$109,042−100.0%
TCC (end of period — 06 Sep) ⁽ᵇ⁾23,40520,396+3,009+14.8%22,817+588+2.6%
PTCC (previous day's published TCC — 05 Sep) ⁽⁵⁾23,06320,435+2,628+12.9%22,104+959+4.3%

Plans activated — all plans (CY = LAD 05 Sep · PY = 06 Sep 2025)

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM810+81new
Gold MTM143+11+366.7%
Bronze MTM62+4+200.0%
Diamond MTM20+2new
Silver MTM16−5−83.3%
Platinum MTM10+1new
Total10511+94+854.5%

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

⁽ᵃ⁾ Disconnections derived formula: Activations + PTCC − TCC. CY: 105 + 23,063 − 23,405 = -237. PY: 11 + 20,435 − 20,396 = 50. MoM: 80 + 22,104 − 22,817 = -633. PTCC (CY) from Google Sheet; PTCC (PY) and PTCC (MoM) from BigQuery (settled historical data). A negative result indicates BigQuery invoice data arrived overnight causing TCC_EOP to exceed PTCC + activations; this is a data-freshness artefact and is rendered in neutral grey. True figures pending SQL Server source ([KOG_DATAWAREHOUSE].[VHA].[T_KGN_INTERNET_TOTALS_DAILY_HISTORY]).

⁽ᵇ⁾ TCC_EOP_CY data-freshness adjustment: the 5 Sep 2026 invoice batch had only 5 rows in BigQuery at run time (vs 2,709 on 5 Aug). Strict NIC+PIC with LID = 5 Sep gives 20,596; the headline 23,405 uses LID = 4 Sep (trailing-month invoiced customers 23,300 + 105 activations − 0 cancellations). This value was written to the TCC Calc Google Sheet for 6/9/2026.

⁽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.

Month to date — 01 Sep–06 Sep 2026

YoY (vs prior year)    MoM (vs prior month)
MetricCY (01 Sep–06 Sep 2026)PY (01 Sep–06 Sep 2025)YoY ΔYoY %MoM (01 Aug–06 Aug 2026)MoM ΔMoM %
Sales (GA4) ⁽³⁾534116+418+360.3%331+203+61.3%
Activations367136+231+169.9%435−68−15.6%
Disconnections ⚠ floor (45-day lag)050−50−100.0%53−53−100.0%
GTV (ex-GST)$145,820
(5 Sep invoice batch not yet loaded)
$349,804−$203,985−58.3%$454,948−$309,128−67.9%
TCC (end of period) ⁽ᵇ⁾23,40520,396+3,009+14.8%22,817+588+2.6%

Plans activated — all plans

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM2710+271new
Gold MTM5648+8+16.7%
Bronze MTM1719−2−10.5%
Silver MTM1263−51−81.0%
Diamond MTM75+2+40.0%
Platinum MTM41+3+300.0%
Total367136+231+169.9%

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

⁽ᵇ⁾ TCC_EOP_CY data-freshness adjustment: the 5 Sep 2026 invoice batch had only 5 rows in BigQuery at run time (vs 2,709 on 5 Aug). Strict NIC+PIC with LID = 5 Sep gives 20,596; the headline 23,405 uses LID = 4 Sep (trailing-month invoiced customers 23,300 + 105 activations − 0 cancellations). This value was written to the TCC Calc Google Sheet for 6/9/2026.

Disconnections (MTD) = invoice-cycle churn (LEAD on CustomerID invoice dates; gap > 45 days or no further invoice after 45 days), attributed to invoice date + 35 days — a floor until the lag window closes.

Financial year to date — 01 Jul–06 Sep 2026

MetricCY (01 Jul–06 Sep 2026)PY (01 Jul–06 Sep 2025)YoY ΔYoY %
Sales (GA4) ⁽³⁾4,1032,864+1,239+43.3%
Activations4,2123,207+1,005+31.3%
Disconnections ⚠ floor (45-day lag)1,7711,490+281+18.9%
GTV (ex-GST)$3,431,425$3,128,985+$302,440+9.7%
TCC (end of period) ⁽ᵇ⁾23,40520,396+3,009+14.8%

Plans activated — all plans

PlanCY activationsPY activationsYoY ΔYoY %
Gold+ MTM3,0550+3,055new
Gold MTM6191,095−476−43.5%
Silver MTM2201,486−1,266−85.2%
Bronze MTM190525−335−63.8%
Platinum MTM7157+14+24.6%
Diamond MTM5743+14+32.6%
Gold M2M01−1−100.0%
Total4,2123,207+1,005+31.3%

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

⁽ᵇ⁾ TCC_EOP_CY data-freshness adjustment: the 5 Sep 2026 invoice batch had only 5 rows in BigQuery at run time (vs 2,709 on 5 Aug). Strict NIC+PIC with LID = 5 Sep gives 20,596; the headline 23,405 uses LID = 4 Sep (trailing-month invoiced customers 23,300 + 105 activations − 0 cancellations). This value was written to the TCC Calc Google Sheet for 6/9/2026.

⁽⁴⁾ GTV anomaly rule (Mar-2025 bulk re-bill → substitute Apr-2025) not triggered: the PY period 01 Jul–06 Sep 2025 does not include March 2025.

TCC + GTV — Jun 2023 to today

Blue line: end-of-month TCC (NIC + PIC); today's point (orange) = 23,405 as at 06 Sep (see ⁽ᵇ⁾ on the Yesterday tab). Green bars: monthly GTV ex-GST; today's bar (orange) = September MTD $145,820. * Mar 25 GTV substituted: raw $21,255,577 reflects a bulk re-bill anomaly and has been replaced with the Apr-2025 full-month value $1,239,536.

3-Year Trends

A) Monthly Sales (GA4) — last 36 months

35/37 months populated · Nov 2023+ from real GA4 (0 months still BigQuery × 0.93 estimates). Current month (amber) is GA4 MTD through 06 Sep.

B) Monthly Connections (Activations)

Source: BigQuery NbnActivationDate. Current month (amber) is MTD through 05 Sep (LAD).

C) Quarterly Connections (Activations)

Current quarter (amber) is quarter-to-date.

D) Monthly Activations by Plan Tier

Tiers normalised from ProductName (Gold+ = "gold+" / "gold plus"; whole-word Diamond / Platinum / Gold / Silver / Bronze).

E) TCC by Plan Tier (end of month)

Stacked NIC + PIC customers by latest plan tier at each month-end (36 month-ends to Aug 26). Today's point omitted this run because the 5 Sep invoice batch is incomplete in BigQuery (see ⁽ᵇ⁾ on the Yesterday tab).