A good update with annualised monthly revenue increasing by $113.5m (NZ) over the last 12 months and subscribers increasing by nearly 400,000.
Over this period, MC has increased by around $6.5 billion or roughly $16,000 (AUD) per new subscriber.
Xero estimates LTV of $6.2b (NZ) for its entire customer base of 2.45m users = $2530 (NZ) per subscriber. The market is valuing subscribers at a factor of 6 times greater than Xero management. Perhaps some big user subscription rate increases are being factored in down the track?
A good update with annualised monthly revenue increasing by...
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Last
$140.42 |
Change
-0.040(0.03%) |
Mkt cap ! $21.43B | |||
| Open | High | Low | Value | Volume |
| $140.49 | $141.95 | $140.39 | $42.14M | 299.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 157 | $140.41 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $140.73 | 260 | 1 |
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| Last trade - 16.10pm 17/07/2024 (20 minute delay) ? |
| XRO (ASX) Chart |