Because it will be compared to Q1 of last year when the US customers saved us from falling further below 25.5c at the time, with their significant increased usage.
Since Q1 of Oct last year, the updates have shown massive increases, up almost 50% for each quarter YoY. If they keep losing customers as we've been witnessing in the previous reports, the YoY Q1 comparison is not going to be pretty.
If we rely on the same customers, and those same customers have tightened their belts, it will be a disappointment when the numbers are revealed in Oct. Even if they spend similar amounts, it will still not be impressive when you compare year on year.
The only solution is to either increase customers (Zip keeps losing them even with Google parternership), or to increase the current credit limits of the same customers.
If Q4 shows customers are increasing, then I may consider that things will get better from Q1 onwards. Losing customers is bad news for future YoY comparisons from Q1 onwards
$2 PARTY, page-8158
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