Question 1

Where are the primary growth opportunities in a market only expanding at 2.2%?

Accepted Answer

Growth is concentrated in IoT connectivity and managed mobility services, which are projected to grow at 7.3% and 7.2% CAGRs respectively through FY28. These high-growth segments will offset the -0.6% decline in hardware revenue caused by shifting procurement cycles.

Question 2

Why is mobile hardware revenue shrinking?

Accepted Answer

Hardware spend is contracting at a -0.6% CAGR as Australian businesses aggressively adopt BYOD policies and extend handset refresh cycles. This shift is decoupling device sales from service contracts, forcing a transition toward service-led revenue models.

Question 3

Which industry vertical should be the priority for sales teams?

Accepted Answer

The Health Care and Social Assistance sector is the most lucrative target, forecast to reach $557 million in spending by FY28. This vertical is growing at a 3.8% CAGR, nearly double the overall market growth rate.

Question 4

What is the current competitive landscape for B2B mobile services?

Accepted Answer

Telstra remains the dominant player with a 64% revenue share, largely supported by enterprise demand for network coverage. Optus and TPG/Vodafone follow with 20% and 10% shares respectively, facing significant pressure to differentiate beyond price.

AU: B2B Mobility Forecast

Abstract

Key Takeaways

Frequently Asked Questions

Unlock the full report

Free

Lite

Team