Question 1

Is fixed wireless becoming a legitimate threat to traditional fixed-line broadband?

Accepted Answer

Yes. 5G Fixed Wireless Access is projected to capture 6% of the Australian household market by the end of 2022. This growth is underpinned by significant enterprise interest, with 48% of Australian SMBs and 46% of New Zealand SMBs planning to increase their spending on 4G/5G FWA.

Question 2

What is the outlook for infrastructure monetization and asset separation?

Accepted Answer

The trend toward infrastructure separation is accelerating, highlighted by the $2.8 billion sale of a 49% stake in Telstra’s mobile tower business in 2021. Competitors are increasingly leveraging established assets like the 250,000 km of fibre managed by Telstra InfraCo Fixed to bypass traditional build-out costs.

Question 3

How will the entry of new satellite providers change regional competition?

Accepted Answer

The AU/NZ market is transitioning from a monopoly to a competitive landscape as four major LEO constellations, including Starlink and Amazon, begin operations. This provides a high-performance alternative for regional users who previously relied on legacy satellite or NBN services.

Question 4

Where are telcos seeing the most effective applications for AI and automation?

Accepted Answer

Investment is shifting from customer-facing chatbots to back-office robotic process automation (RPA) for billing and data entry. This pivot focuses on operational efficiency and network management optimization rather than purely front-end engagement.

2022 Telco Trends to Watch

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

Unlock the full report

Free

Lite

Team