Is the greenfield broadband opportunity going to improve?

This brief examines the latest housing market data for dwelling commencements and approvals as a leading indicator for fixed broadband growth. It argues that higher growth in new developments would favor NBN’s fixed-line competitors like Uniti and Gigacomm. The report also highlights NBN Co’s decision to discontinue weekly reporting, which will make tracking performance in the contestable greenfield segment significantly more difficult for analysts and industry stakeholders.