Broadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2017 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market and focuses on consumer price trends in the fixed broadband market for the NBN. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market.

Contents

Key Takeaways

Introduction

• The fixed broadband market is evolving

Retail fixed broadband market shares

What’s on offer

• Telstra
• Optus
• TPG
• Aussie Broadband – a new challenger
• Dodo (Vocus)

More than just connectivity

• Data, data and more data
• Growing significance of media including sports and gaming
• Convergence with energy and power?
• RSP pricing strategies

Could wireless disrupt the fixed broadband market?

• Optus 5G Fixed Wireless and Premier League
• NBN pricing changes
• Conclusion

List of charts/tables

Figure 1. NBN wholesale market shares – September 2019

Figure 2. Migration from DSL to NBN services

Figure 3. Market share by technology

Figure 4. Fixed broadband retail subscriber market shares

Figure 5. Market share by speed tier

Figure 6. Fixed broadband pricing by RSP (A$ per month)

Figure 7. Telstra broadband plans – monthly pricing (A$ per month)

Figure 8. Optus broadband plans – monthly pricing (A$ per month, September 2019)

Figure 9. TPG broadband plans – monthly pricing (A$ per month)

Figure 10. Aussie broadband plans – monthly pricing (A$ per month)

Figure 11. Dodo broadband plans – monthly pricing (A$ per month)

Figure 12. Data consumption growth in Australia (Petabytes)

Figure 13. Broadband take up by energy provider, by age group [Q. How likely are you to take up a broadband connection from your energy provider?]

Figure 14. Fixed broadband respondents’ top 3 reasons for considering switching to wireless broadband