That makes sense. But everything I said previously took this...

That makes sense.

But everything I said previously took this into account.

Vaya ARPU $22/mo. 30% gross margin = $6.60/month.

$500/customer.

How do you generate ROI on that?

You *could* discount the purchase price of each customer if you assumed that at some point the entire customer base would be sold off, and therefore the purchaser would pay you back a significant chunk of that $500 (or more).

But who would buy your customer base?


To put it in some sort of real world context, $500/customer is like amaysim giving every new customer a *free* smartphone for simply signing up, no contract.