Sales definition (updated 20 Apr 2026): Confirmed records anchored on CreatedAt (AEST), Completed records anchored on ConsumerStartDate with the 7-day rule (ConsumerStartDate ≥ CreatedAt − 7 days). Cancellations anchored on CancelledAt. All $ figures are ex GST.
Active Book — Total
19,670
YoY +63.7%MoM +17.1%
vs 12,014 a year ago · 16,799 a month ago
Active Electricity
15,588
YoY +68.6%MoM +21.7%
vs 9,244 PY · 12,804 MoM
Active Gas
4,082
YoY +47.4%MoM +2.2%
vs 2,770 PY · 3,995 MoM
📋 Performance Summary
✅ Wins
Active book reached 19,670 (+63.7% YoY, +17.1% MoM) — strongest level on record.
Active electricity at 15,588 (+68.6% YoY) with QLD up 226% YoY (3,282 vs 1,008) — diversification beyond NSW/VIC continues.
FYTD GP $634.4k ex GST vs $527.8k PY (+20.2% YoY) — bigger active book carrying earnings.
April 2026 was a record month: 1,047 elec + 287 gas sales, generating ~$97.8k GP (ex GST) — highest single month in 36-month trend.
Zero cancellations recorded yesterday across all states and both fuels.
Active gas book up MoM (+87 net) and +47% YoY — gas tail has not eroded despite weaker monthly gas sales.
⚠️ Concerns
Yesterday delivered only 24 sales (18 elec + 6 gas), -42.9% YoY (vs 42) and -51.0% MoM (vs 49) — weak first day of May.
Yesterday's signups concentrated in NSW (22 of 24) — QLD and SA had zero new sales, breaking April's national footprint.
FYTD cancellations 7,286 vs PY 3,176 — 2.3× higher, far outpacing the -9.9% sales movement.
FYTD net flow is negative 361 (sales 6,925 − cancels 7,286) vs +4,511 PY — first time FY churn outflow exceeds FY signups.
Gas sales FYTD 1,199 vs PY 1,787 = -32.9% YoY — gas acquisition has not recovered.
FYTD cancel rate (cancels/sales) at 105.2% vs 41.3% PY — material churn deterioration warrants root-cause review.
📅 Yesterday — Friday, 1 May 2026
Total Sales
24
YoY -42.9%MoM -51.0%
Electricity
18
YoY -37.9%MoM -52.6%
Gas
6
YoY -53.8%MoM -45.5%
Cancellations
0
YoY -100%MoM -100%
Net
24
YoY -11.1%MoM -36.8%
Sales by State — Yesterday
Cancellations by State — Yesterday
📆 Month-to-Date — May 2026 (1 day elapsed)
MTD Sales
24
YoY -42.9%MoM -51.0%
Electricity
18
YoY -37.9%MoM -52.6%
Gas
6
YoY -53.8%MoM -45.5%
Cancellations
0
YoY -100%MoM -100%
Net
24
YoY -11.1%MoM -36.8%
MTD GP (est., ex GST)
$29.4k
1-day partial
Run-rate (full month)
$66.1k
scales sales linearly to 31 days; active held flat