Question 1

How is the competitive landscape for broadband shifting among major providers?

Accepted Answer

TPG is aggressively utilizing its Vision Networks infrastructure to bypass NBN, offering plans at a $10-$20 monthly discount compared to NBN equivalents. These on-net services provide a maximum discount of 20%, representing a strategic move to capture market share through infrastructure-based price advantages.

Question 2

What is the current trend for mobile service pricing and ARPU growth?

Accepted Answer

Telstra has shifted away from standard CPI-linked increases, implementing above-CPI price hikes of up to 4.8% for postpaid services. This adjustment across both prepaid and postpaid segments establishes a new pricing floor that other major carriers are likely to monitor for potential follow-on moves.

Question 3

How are wholesale changes affecting retail broadband margins?

Accepted Answer

NBN’s FY25 wholesale price revisions are driving retail service providers to adjust their pricing structures, leading to further margin compression. This environment is making Fixed Wireless Access (FWA) increasingly attractive as a higher-margin alternative to traditional NBN-delivered services.

Question 4

What tactics are smaller mobile players using to remain competitive?

Accepted Answer

MVNOs are significantly increasing data inclusions to defend their positions against the majors. Lebara, for instance, has expanded the data allowance on its $19.90 plan from 4GB to 10GB, a 150% increase aimed at retaining price-sensitive consumers.

Australian Consumer Telco Pricing – Q4 FY24 Update

Abstract

Key Takeaways

Frequently Asked Questions

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Key Takeaways

Frequently Asked Questions

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