Pinned straw:
It will be interesting to see new subs and churn at FY24, as timing won’t hit their 1H. It might be hard to unpick an uptick in churn from the wider macro-environment driving small business failures to be higher than normal.
For sure, this is going to drive revenue strongly.
Interesting to see some of the higher value plans increasing way more than 10%. I wonder if this is a pricing call to get a hefty increase before headline inflation falls?