Contents

Executive summary

Telco market forecast by services

Retail telco market forecast by service type

Mobile forecasts

Fixed Broadband forecasts

Revenue market share of key players

Rollout progress – UFB ahead of its targets

UFB – 85% population coverage by June 2021

Fixed Broadband demand drivers

Convergence with Power

MVNOs in NZ

What is the role for 5G?

UFB providers response

Chorus FY21 financial update

Spark FY21 financial update

Methodology

Methodology and definitions

Glossary

About Venture Insights

Figures and Tables

Fig. 1: Retail telco market revenue growth rates by segment

Fig. 2: Total Telco market revenue by services

Fig. 3: Total Telco market revenue by services (NZ$m)

Fig 4: Mobile forecast

Fig 5: Fixed Broadband forecasts

Fig 6: Retail telco revenue market shares

Fig 7: Take-up rates – UFB vs NBN

Fig 8: UFB Households and businesses able to connect in 000’s

Fig 9: Monthly broadband data consumption per connection on Chorus network

Fig 10: Total UFB mass market fibre uptake by plan type

Figure 11: Examples of utility and telco convergence (NZ)

Figure 12: Would you consider purchasing your mobile phone service from a utility company if bundled with your electricity or gas service?

Fig 13: MVNOs and sub-brands in NZ

Fig 14: Consumer willingness to shift to 5G fixed wireless

Fig 15: Main deterrent to moving to 5G FWA

Fig 16: Expect to pay for 5G FWA

Fig 17: Income statement

Fig 18: Connections

Fig 19: Income statement

Fig 20: Operating revenues