Question 1

Is the NBN migration effectively complete?

Accepted Answer

NBN migration has reached 89% of fixed broadband connections, with 77% of all surveyed households now active on the network. The market has transitioned into a mature phase where 87% of Australian households already possess a fixed connection, shifting the competitive focus from acquisition to retention.

Question 2

How volatile is the current subscriber base?

Accepted Answer

Market commoditisation is accelerating, with 30% of users currently considering a provider switch driven primarily by price. Churn intent is now consistent across all major retail service providers, indicating that brand equity is secondary to cost for a third of the market.

Question 3

Is the work-from-home shift actually driving higher spend?

Accepted Answer

Remote work remains a viable lever for ARPU growth, as 34% of work-from-home respondents have already upgraded their broadband service to meet higher performance requirements. This segment represents a critical offset to the broader market trend of price-driven commoditisation.

Question 4

Does 5G fixed wireless pose a near-term threat to fixed-line assets?

Accepted Answer

Consumer appetite for 5G fixed wireless is significant, with 27% of respondents willing to pay a premium for the technology. However, mass-market adoption is currently constrained by pricing, as 54% of respondents identify high costs as the primary barrier to switching from fixed-line services.

Venture Insights AU survey 2021: Broadband market converges as NBN migration reaches 89%

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

Unlock the full report

Free

Lite

Team