If you look at the breakdown in ARPU, gross costs + margins they got slugged mostly in the off-net services which AFAICT is due to AAPT. Gross cost there is up from $35.21 in previous half to $39.50. ARPU remains roughly the same but you can see that even with increase in SIOs from 241k to 283k the total gross profit for off-net has fallen due to the higher cost/lower margin.
However iiNet have said they will start transitioning those customers in FY12.
Interestingly the opposite is true of PSTN services; costs are lower, thus margin higher, and gross profit for this area is more than double the previous half.
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