Question 1

Where are the primary growth opportunities in the Australian wholesale market?

Accepted Answer

Growth is almost entirely concentrated in the mobile segment, which is forecast to expand at a 10.3% CAGR through FY27. Conversely, traditional fixed voice is in terminal decline, contracting at a rate of 31.3% annually as the NBN migration concludes.

Question 2

Is there still a viable path for private fibre providers to compete with NBN Co?

Accepted Answer

Alternative fibre providers are successfully carving out market share, with revenues projected to grow at a 13.4% CAGR to reach A$451 million by FY27. This growth outpaces the broader contestable market, which is limited to a 1.4% CAGR over the same period.

Question 3

What is the outlook for mobile virtual network operators in the region?

Accepted Answer

Declining household discretionary income is driving a shift toward value brands, fueling a 10.5% CAGR for Australian MVNO revenues. In New Zealand, the sector is poised for even more aggressive growth at a 17.4% CAGR, albeit from a low base of under 2% market penetration.

Question 4

How significant is the shift toward passive infrastructure and towers?

Accepted Answer

The tower segment has become a critical revenue pillar following recent divestments, with Australian tower revenue expected to rise at a 7.7% CAGR through FY27. The broader 'Other Passive' wholesale category already accounts for A$1,253 million in annual revenue as of FY23.

Australia and New Zealand Telco Wholesale Outlook

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

Unlock the full report

Free

Lite

Team