FORECAST: Telecommunications Market Outlook

The introduction and the rollout of the NBN has been one of the key inflection points in the Australian telco market. However, as the rollout progresses, complaints have surged 3x and the tug-of war with RSPs over CVC charges continues. Both the ACMA and ACCC are looking into customer issues around the NBN
The Mobile segment continues its upward march but the market is about to see a new wave of innovation (5G) and disruption (TPG) in the next few years
The planned entry of TPG (known for price leadership) as the fourth mobile operator will increase the competitive intensity with incumbent MNOs facing ARPU and margin pressure
Growth and broader acceptance in public cloud solutions is driving growth in the data markets as the corporate market is increasingly consolidating their voice, data and applications traffic onto a single secure network (unified communications)