An alternative model to the proposed TPG-Vodafone merger

This report analyzes the ACCC's decision to block the $15 billion merger between TPG and Vodafone (VHA) and proposes an alternative 'netco' operating model. The ACCC's primary concern is that the merger would preclude TPG from entering as a fourth mobile network operator, potentially reducing competition. Venture Insights argues that a model separating infrastructure from retail operations would allow for necessary 5G investment while fostering competition through an open-access MVNO regime and infrastructure sharing.