Background

• On 19 February 2018, Venture Insights conducted a telco industry breakfast roundtable (in Melbourne and Sydney) to discuss the following five key topics for 2019. The consensus view was that these topics are both inter-related and very dependent on government decisions and future policy. In that regard, Australia is seen as unique to the extent to which government policy has determined market structure in the telco industry.

Five key discussion topics for 2019

• Will 5G leadership lead to market share gain and ARPU increases?

• Will 2019 be the year of take-off for fixed wireless broadband substitution?

• Will there be consolidation in the IoT market in 2019?

• Will the Government announce its NBN sale strategy in 2019?

• What will be the outcome of the proposed TPG – VHA merger?