REPORT: 5-year Outlook: Telco Market in Australia and NZ - Venture Insights

REPORT: 5-year Outlook: Telco Market in Australia and NZ

Contents

Introduction

Our view

Macroeconomic context

Industry trends

Industry technology trends

Industry commercial trends

Tables and Figures

Figure 1 Mega-trends assessment framework

Figure 2 Change in consumer behaviour

Figure 3 Australia and New Zealand GDP growth trends (historic and 2022 forecast)

Figure 4 Australia and New Zealand multifactor productivity growth (3-year average)

Figure 5 Digital value added and share in aggregate value added (%), 2016-17 to 2018-19

Figure 6 COVID-19 impact to some consumer behaviour patterns

Figure 7 Industry trends impact summary

Figure 8 Centralized versus decentralize network

Figure 9 Key verticals that will benefit from 5G

Figure 10 Telecommunications Sector Security Reforms and Security of Critical Infrastructure Act 2018 framework

Figure 11 Share of 5G related patent families

Figure 12 Australian telco industry ROIC (ex-NBN), revenue and EBITDA

Figure 13 SD-WAN underlay versus overlay

Figure 14 Conflicting forces driving ARPU

Figure 15 Assessment of the digital opportunity of selected industries

Figure 16 Digital positioning of selected industries

Figure 17 Telstra T22 strategy simplification and cost reduction scorecard