Chorus connection update points to broadband ARPU opportunities

This report analyses Chorus’ latest quarterly connections update, highlighting a stable broadband subscriber base of 1.188 million connections. While total volumes remain steady, a significant shift toward higher speed tiers is evident, with 1Gbps and Hyperfibre services accounting for 44% of net mass market fibre additions in Q4. The analysis explores how upcoming CPI-linked wholesale price increases of up to 6.65% and a return to data usage growth position Chorus to improve ARPU and defend against fixed wireless competition.