Question 1

Is nbn actually regaining its lead in the new housing market?

Accepted Answer

Yes. nbn added 136,000 greenfield premises in FY23, a significant increase from the 125,000 premises added in FY22. This performance reverses a multi-year decline in market share relative to total dwelling completions seen between FY20 and FY22.

Question 2

What does nbn's recovery mean for alternative fiber providers?

Accepted Answer

Altnets like TPG, Uniti, and Gigacomm face immediate margin pressure as RSPs lose the incentive to resell non-nbn services in new developments. To maintain competitive scale against nbn's 136,000 annual additions, these providers must now prioritize aggressive consolidation or asset aggregation.

Question 3

How important are new developments to the industry's bottom line?

Accepted Answer

Greenfield growth is one of only 3 primary metrics driving nbn revenue growth, alongside take-up rates and speed tier mix. The recovery to 136,000 new premises in FY23 provides a critical foundation for long-term ARPU expansion across the national network.

Question 4

Are there new infrastructure models emerging to challenge fixed-line dominance?

Accepted Answer

Neutral-host mobile infrastructure is surfacing as a viable partnership model for greenfield sites. This trend, coupled with government mandates for better coverage, increases the risk that mobile substitution will erode the value of the 136,000 new fixed-line connections added this year.

The telco contest for new developments

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

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