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You’d think, wouldn’t you? But there are so many promotions and discounts and bundles going on that it’s never a linear relationship. So no one would be able to

You’d think, wouldn’t you? But there are so many promotions and discounts and bundles going on that it’s never a linear relationship. So no one would be able to easily tell the numbers were diverging for at least a few quarters. And as long as they are both headed up, no one actually cares anyway. But if you wanted to juice the growth rate or slow the churn rate just a bit to look better or hit some target that you were just shy of, it’d be easy enough to add a “bug” to forget to bill some certain percentage of trial accounts. Or maybe they just suck at the coding that handles trial accounts. As rapidly as this stuff was rolled out, and as late as the decisions about actual promotions probably get made, I’d be surprised if it wasn’t buggy.

mixdup 25d ago
Yeah, there is no way to back out consumers vs. revenue at basically any big company. They all report "ARPU" or average revenue per user, because there is always a spectrum of pricing, almost never a single price. Between bundle pricing with partners, promo pricing offered for new customers, customers on old plans that haven't upgraded or updates, depending on the type of service and how they manage it there can be hundreds of price points in play for any given customer That isn't to say there's no way to audit for this kind of situation, they could definitely report out what every single customer is paying and just find the ones that = zero