How quickly is the TPG-Optus network deal impacting actual usage?

The impact was immediate, with regional data traffic in Victoria doubling within the first week of the deal's activation. TPG and its sub-brands, such as Felix Mobile, recorded a 35% surge in regional data traffic as geographic reach expanded.

Is TPG actually taking customers from the other major players?

TPG's customer wins from competitors increased 50% year-on-year following the network expansion. This momentum resulted in a 4.2% annual connection growth rate, which outpaced both Telstra and Optus.

What does this mean for TPG’s long-term market position?

TPG is leveraging its highest postpaid connections in six years to target a 30% national market share. This strategy aims to replicate its current Sydney performance levels across the rest of the country using the expanded infrastructure.

Which incumbent is most at risk from this new competitive landscape?

Telstra is expected to face the most significant pressure, particularly in the regional and prepaid segments. While Optus faces retail competition from TPG, it mitigates this risk through the wholesale revenue generated by the sharing agreement.

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TPG network sharing deal is lifting mobile competition

TPG records its highest postpaid connections in six years following the activation of its regional network sharing deal with

David Kennedy · Venture Insights6 March 2025Period: FY244 min read

100%↑

Increase in regional data traffic in Victoria within one week of activation

50%↑

Year-on-year increase in customer wins from competitors for TPG

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Abstract

TPG’s full year results announcement included remarks on the emerging impact of TPG’s recently activated network sharing deal with Optus. TPG reported significant boosts in prepaid and postpaid signups on the strength of its expanded network coverage and depth. We expect Telstra to be most affected by TPG’s new strength.

Key Takeaways

TPG's network sharing agreement with Optus has significantly expanded its geographic reach and infrastructure returns.
Regional data traffic in Victoria doubled within the first week of the deal's activation.
TPG achieved its highest postpaid connections in six years and highest net additions in over two years.

TPG network sharing deal is lifting mobile competition

Abstract

Key Takeaways

What's Inside

TPG highlights potential for regional mobile growth

Mobile discounting driving competition

Why does this matter?

Frequently Asked Questions

Abstract

Key Takeaways

What's Inside

TPG highlights potential for regional mobile growth

Mobile discounting driving competition

Why does this matter?

Frequently Asked Questions

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