Question 1

How are the major mobile networks responding to the growth of smaller budget providers?

Accepted Answer

Major operators are reclaiming the consumer market by launching low-end sub-brands to aggressively counter MVNOs, who maintained a 9% subscriber CAGR between 2012 and 2019. This shift prioritizes volume over margins, as evidenced by Telstra’s projected 56% wholesale market share following the Optus acquisition of Amaysim.

Question 2

What is the current outlook for 5G adoption and revenue?

Accepted Answer

Revenue growth is tied to a surge in handsets and fixed wireless expansion, with 21% of consumers currently willing to pay a premium for 5G-capable devices. While coverage is expanding rapidly—Telstra alone has 2,650 active 5G sites—high-band small cells are not expected to see significant commercial take-off in the immediate term.

Question 3

Why are telcos suddenly restructuring their infrastructure holdings?

Accepted Answer

Operators are adopting new structural models, such as the Telstra InfraCo split, to improve capital efficiency and monetize passive assets. The strategy aims to unlock value from existing infrastructure as the NBN rollout concludes, though it carries the risk of losing control over core strategic assets.

Question 4

How will the enterprise connectivity market change in the coming year?

Accepted Answer

Increased NBN investment in wholesale fibre is creating a more complex and competitive landscape for business services. While data volumes are expected to rise, increased competition will likely cause enterprise connectivity prices to fall faster than demand grows.

Top 5 Telco Trends in 2021

Abstract

Key Takeaways

Frequently Asked Questions

Abstract

Key Takeaways

Frequently Asked Questions

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