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  "documentTitle": "Karooooo | Results Presentation Deck | 24 slides",
  "authorId": "karooooo",
  "authorName": "Karooooo",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2024-01-01 00:00:00",
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  "pageNumber": 19,
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  "slideType": "kpi_overview",
  "function": "analyze_data",
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      "kind": "chart",
      "text": "ZAR 2,093 2,070 2,264 2,363 2,231 2,160 FY21 FY22 FY23 Q1 FY24 Q2 FY24 Q3 FY24 Sales Commission & telematics devices Capitalized(2) Sales and Marketing Opex Non-Capitalized(3)",
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      "kind": "paragraph",
      "text": "Average Cost of Acquiring a Subscriber takes into account vehicles for new & existing customers",
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      "text": "(1) Management's assessment of cost of acquiring a subscriber. For bundled sales which contribute to subscription revenue.\n(2) Costs capitalized and depreciated through cost of sales over the expected useful life of the subscriber (60 months)\n(3) Costs expensed through operating expenses when incurred\n(4) ARPU multiplied by the contract life cycle months.",
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      "kind": "table",
      "text": "FY21 FY22 FY23 Q1 FY24 Q2 FY24 Q3 FY24 ARPU (ZAR) 154 151 155 160 159 160 Subscriber contract life cycle (Months) 60 60 60 60 60 60 Average life cycle revenue per subscriber(4) (A) 9,266 9,065 9,323 9,604 9,556 9,629 Average cost of adding a subscriber to our cloud (B) (2,093) (2,070) (2,264) (2,363) (2,231) (2,160) (A) - (B) 7,173 6,995 7,059 7,241 7,325 7,469",
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      "kind": "title",
      "text": "CARTRACK'S STRONG SUBSCRIBER UNIT ECONOMICS CONTINUE",
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      "text": "Average Cost of adding a Subscriber to our cloud (1)",
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      "evidence": "table/data: FY21 FY22 FY23 Q1 FY24 Q2 FY24 Q3 FY24 ARPU (ZAR) 154 151 155 160 159 160",
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      "beatName": "Action",
      "beatSlug": "monroes-sequence-action",
      "evidence": "The deck concludes with Karooooo's outlook for 2024 and strong quarter-on-quarter revenue growth",
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      "name": "Cost Of Inaction",
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      "bestFor": "Urgent budget requests, compliance, risk mitigation",
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      "evidence": "The deck implies the cost of inaction through Karooooo's outlook for 2024",
      "position": 1,
      "objective": "To highlight the importance of continued growth and success",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
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