The Australian MVNO market has grown from 1.5m subscribers in 2010 to 3.4m subscribers in 2019. Historically the MVNO market has driven lower prices and COVID-19 has provided a boost to MVNOs in FY20, with the latest ACCC Internet Activity Report stating that MVNO subs have grown in both prepaid (+12%) and postpaid (+16%) segments.

Contents

Key Takeaways

Introduction

Current Market Landscape

The MVNOs (and sub-brands) are benefitting due to increased focus on price

5G to be a growing focus for the MVNOs

Enter Felix and Gomo

Conclusion

Figures

Figure 1. Cross section of MVNOs in the Australian mobile market

Figure 2. Historical wholesale mobile subscriber market shares

Figure 3. MVNO subscriber market shares forecasts (handset only)

Figure 4. Percentage of current customers planning on churning by service providers

Figure 5. Which mobile phone provider are you thinking about moving to (by current provider)?

Figure 6. Willingness to move to 5G for MVNO customers

Figure 7. MNO sub-brands in the Australian mobile market

Figure 8. Kogan cross selling services