SVOD and telco – Frenemies or Foes?

This report analyses the strategic options for Australian telecommunications operators as video becomes the primary driver of network traffic, expected to constitute 85% of all traffic by 2019. It evaluates the 'partner' versus 'standalone' models, concluding that the Australian market's unique structure—including anti-siphoning laws and Telstra's 50% ownership of Foxtel—favours a partnership approach. The brief examines how telcos can monetise this shift through retail distribution, billing capabilities, and tiered network pricing while navigating net neutrality concerns.