Question 1

How are operators responding to the surge in mobile fraud and SMS scams?

Accepted Answer

Telcos are utilizing new TIA Act amendments to implement AI-based source-blocking for malicious SMS. Telstra and Optus are already neutralizing millions of scam calls and messages every month to mitigate fraud risks and protect consumer accounts.

Question 2

Is the move into energy retail a viable growth strategy for major telcos?

Accepted Answer

Utility bundling is a proven growth lever, evidenced by New Zealand’s Contact Energy reaching 50,000 broadband customers in FY21. Telstra is now scaling this model across NSW, SE Queensland, and SA to help secure its target underlying ROIC of 8% by FY23.

Question 3

Will Low Earth Orbit (LEO) satellites disrupt the traditional mobile market in the near term?

Accepted Answer

Widespread consumer adoption is currently stalled by high entry costs, specifically the A$800+ upfront fee for Starlink equipment. Operators are hedging this risk by maintaining GEO satellite roadmaps, including new launches scheduled for 2023, while selectively engaging with LEO providers like OneWeb.

Question 4

What is the consumer appetite for bundling mobile and utility services?

Accepted Answer

Market sentiment is split by geography; 35% of New Zealand consumers are willing to purchase mobile from a utility provider. Conversely, 34% of Australian consumers currently state they would not consider a utility-bundled mobile service, suggesting a higher barrier to entry in the Australian market.

Monthly Telco Roundup of Nov 2021

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

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