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Network Subscribers
Tracks the number of active subscribers to Gogoro’s battery-swapping and related services. Rising subscriber counts point to more predictable recurring revenue, higher lifetime value and better utilization of the swap network; high churn or slow subscriber growth raises questions about retention and unit economics.The subscriber base has delivered steady, low‑single‑digit YoY growth, creating a sticky recurring revenue foundation that helps justify management’s 2026 network‑profitability target and explains the recent margin and cash‑flow improvement after the battery upgrade. That said, the growth rate is modest and showing signs of flattening; meaningful upside depends on faster GoStation Q deployments and successful overseas pilots (Vietnam) to diversify beyond Taiwan, otherwise ASP dilution from entry‑level hardware and geographic concentration will limit near‑term revenue leverage.
Date | Network Subscribers |
|---|---|
Jun 30, 2026 | 677.00K |
Mar 31, 2026 | 670.00K |
Dec 31, 2025 | 665.00K |
Sep 30, 2025 | 657.00K |
Jun 30, 2025 | 648.00K |
Mar 31, 2025 | 644.00K |
Dec 31, 2024 | 640.00K |
Sep 30, 2024 | 626.00K |
Jun 30, 2024 | 608.00K |
Mar 31, 2024 | 595.00K |