On 29th October 2019, Venture Insights presented their views on the Australian MVNO market at Telstra Wholesale’s Business Connect conference in Sydney.

Global MVNO market size is expected to nearly double between 2018 to 2025, growing at CAGR of about 8%.

The Australian MVNO market has grown from 1.5m subscribers in 2010 to 3.2m subscribers in 2018. MVNO subscribers have grown at a CAGR of 10% (2011-18) compared with MNO handset subscribers which have grown at a CAGR of 0.9%.

However, MVNOs have over 20% in metro areas – demonstrating continued market focus on pricing. In addition, our survey results showed strong future demand for MVNOs. ~40% of metro respondents who were considering shifting, indicating they would select a MVNO. As such, we expect MVNO subscriber market share to continue to rise especially in metro areas.

With a focus on niche segments or linkages to strong brands, the test of most MVNOs is (i) how well they know their target customers, (ii) what other services could be bundled and (iii) are there new market segments to target.

Contents

Executive summary

Global MVNO Market

Australian MVNO Market

Australian MVNO Market Shares

Key Mobile Purchase Factors

Mobile Data Preferences

Recycled Devices

Bundled Energy Offers and Cross Selling Opportunities

Digital only MVNO – Circles.Life

Mobile Business Market – An MVNO Opportunity?

Mobile Business Market – International Case Study

5G Awareness

5G Migration

5G Consumer Use Case – Mobile Video Usage

5G Consumer Use Case – Mobile gaming

5G Use Case – Fixed Wireless Broadband

List of charts/tables

Australian MVNO Subscriber Market Share

Global MVNO market size 2012-2025 (US$bn)

Global MVNO market share by region (%)

Australian mobile wholesale market share

MVNO subscriber market share*

MVNO Market share in Major Metros

Gaining operator splits for respondents planning to change mobile providers

Key mobile customer purchase factors

Monthly Data – MNO Customers

Need Unlimited Data – MNO Customers

Monthly Data – MVNO Customers

Need Unlimited Data – MVNO Customers

Handset Age – MNO Customers

Handset Replacement – MNO Custs

Handset Age – MVNO Customers

Handset Replacement – MVNO Custs

Takeup of Broadband Services if Offered By Electricity Provider

AGL targets Southern Phone Acquisition

Circles.Life Singapore plans

Circles.Life Australia launch plan

Most MVNOs are focussed on the consumer segment

Will NBN business broadband & 5G open the market?

Multi-carrier platform with nationwide coverage

More than 1,000 business customers

Respondent awareness of planned 5G networks in Australia

Respondent willingness to move to 5G

Mobile market generation breakdown 2009-2016

Mobile Video Viewing & 5G Early Adopters

Main Locations for Viewing Video Content on Mobile

How much time do you spend playing games on your smartphone?

Would you be willing to pay more for a better 5G enabled mobile gaming experience?

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