Not sure what to make of this report.
They are bench-marking it only to the same quarter last year, disregarding the prior quarter.
36.6m users is nice - up by around 5m? 1.5m new users per month is impressive, at that rate in 3 years they could have 100m users.
Average transaction value looks like its fallen to $37 AUD - I recall it being over $50 for the prior year.
Revenue is up, but not dramatically.
Not sure what to make of this report. They are bench-marking it...
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