Yes, I’m happy to share that Slant’s Investor Portal now includes spending data for MTN, Vodacom, Cell C, Telkom Mobile, Capitec Connect and more. 

Our Telecom Prepaid dashboard specifically tracks purchases of prepaid airtime and data. (We plan to show post-paid and contract payments separately in the future.) 

The data shows a strong correlation between reported prepaid average revenue per user (ARPU) and Slant’s average spend per user. For each listed operator, we show a correlation of ~70% or more for reported ARPU, compared to an aggregated estimate of Slant’s transaction data per user. 

This is encouraging because it shows that our transaction sample represents national consumer trends. Still, we’ll continue to invest in and refine our methodologies to further improve the accuracy of our forecasting. 

Slant’s Investor Portal now features real-time spending data for nearly all sectors in the listed ‘consumer sphere’: Telecoms, Grocery Retail, Apparel Retail, Eating Out and Insurance. 

Using this broad swathe of data, our focus now shifts to increasing the cadence and depth of research to help our clients know more about the companies they invest in. 

Please contact us if you would like to learn more about what Slant can offer.

Clients, to access the Telecoms Prepaid data, visit the Investor Portal on the Dashboards page and use the ‘Weekly Category’ selector. If it’s your first time, please reset your password first.