So basic math says they are paying $187/subscriber. Assuming the average customer might pay $15/mo, they are paying roughly for 12 months revenue per subscriber upfront - the goal to recoup that cost and more if they stay a subscriber for more than 12 months. I wonder what the average time is subscribers stay with Amaysim or other MVNO's, as many hop around quite a bit in this space? If I had to guess it would definitely be no longer than a few years, likely quite a bit shorter. Seems like Jeenee got a good deal, not so confident in the long-term upside of Amaysim but that depends on the length the average customer stays with Amaysim.
AYS Price at posting:
39.0¢ Sentiment: None Disclosure: Not Held
