Question 1

When will the Australian consumer telco market return to its pre-pandemic size?

Accepted Answer

The market is on track to reach pre-pandemic revenue levels by FY24. Total retail value will continue to expand at a 1.5% CAGR, reaching A$24.2bn by FY26.

Question 2

Is the decline in traditional landlines a threat to overall industry growth?

Accepted Answer

The collapse of standalone fixed voice at a 28.0% CAGR is significant but will be fully offset by gains in other segments. Mobile and fixed broadband growth will ensure the total market reaches A$24.2bn by FY26, with mobile services alone accounting for 66% of total revenue.

Question 3

What is the outlook for mobile revenue and 5G adoption?

Accepted Answer

Mobile service revenues will grow at a 3.1% CAGR through FY26, supported by 5G migration and population growth. Premium monetization is viable in specific segments, as 33% of mobile gamers are willing to pay more for 5G-enhanced experiences.

Question 4

How will NBN wholesale price changes impact retail service providers?

Accepted Answer

The proposed A$50.02 monthly access charge for the 50/20 Mbps tier will increase costs for the most popular consumer speed bracket. Profitability for RSPs will depend on successfully migrating users to higher speed tiers to capture the projected 1.1% ARPU increase.

Question 5

How much of a threat does fixed wireless pose to the NBN?

Accepted Answer

Fixed Wireless Access (FWA) is a primary competitive headwind and is expected to reach 10% of Australian households by FY26. This migration is a key factor in the shifting fixed broadband landscape as NBN wholesale costs evolve.

Australia Consumer Telco Market Forecast & Outlook

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

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