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  • June 11, 2019

    Mobile Blackspot Programs: Telstra likely to be the future winner [...]

    The Commonwealth Government and States have funded four rounds of blackspots resulting in 1,047 new base stations. In March 2019, the Government announced two more blackspots rounds with total federal government funding of $160 million. Similar to the previous rounds, we expect the majority of total state and federal funding to go to Telstra. However, there are still bidding concerns for the rounds.  
  • April 10, 2019

    Mobile Sports Streaming, Gaming and E-sports: A revenue opportuni [...]

    There’s been a lot of speculation in the market about the revenue upside for 5G operators. Our latest Australian consumer survey shows there is good 5G market awareness and that 18% of subscribers would consider paying a price premium for a better 5G network experience. Venture Insights believes a 5G product which allows subscribers to move to a separate 5G slice which provides enhanced data throughput would clearly work with the gaming and sports consumer segments and benefit the network provider if offered as a (for example) $5 - $10 monthly option. The risk is that if Telcos stick with AYCE and unlimited plans, then the platform operators (such as Google Stadia) will benefit from the cloud based gaming subscriptions and take advantage of a better 5G network
  • February 20, 2019

    Australian Telco Breakfast Roundtable: Five key discussion topics [...]

    • On 19 February 2018, Venture Insights conducted a telco industry breakfast roundtable (in Melbourne and Sydney) to discuss the following five key topics for 2019. The consensus view was that these topics are both inter-related and very dependent on government decisions and future policy. In that regard, Australia is seen as unique to the extent to which government policy has determined market structure in the telco industry.
    Five key discussion topics for 2019
    • Will 5G leadership lead to market share gain and ARPU increases?
    • Will 2019 be the year of take-off for fixed wireless broadband substitution?
    • Will there be consolidation in the IoT market in 2019?
    • Will the Government announce its NBN sale strategy in 2019?
    • What will be the outcome of the proposed TPG – VHA merger?
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  • February 18, 2019

    Telstra and Optus – nbn pain, falling ARPUs and the fight for 5 [...]

    On 14th February 2019 Optus and Telstra announced their latest earnings. Both revenue and earnings remained subdued as subscriber growth was offset by a slowdown in NBN migration payments, and continuing pressure on mobile ARPUs. 5G and Fixed Wireless remain key growth areas going forward.
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  • February 7, 2019

    TPGs merger strategy must focus on potential merger undertakings [...]

    The ACCC has extended its decision time for the proposed TPG-VHA merger and has raised preliminary concerns that it will lead to a substantial lessening of competition. TPG has announced that it has ceased the rollout of its mobile network. Our report looks at the likelihood of whether the TPG/VHA merger will be approved given the potential no-merger test options which the ACCC could consider. 
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  • January 30, 2019

    TPG’s mobile announcement will shift focus to the ongoing compe [...]

    TPGs decision to cease its mobile rollout reduces the prospects for a 4th mobile operator in Australia. The MVNO market is highly competitive in metro regions and looks set to become stronger. We expect the ACCC to turn its focus on the ongoing competitiveness of the MVNO market.
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  • November 19, 2018

    Australian Mobile Telco Market Outlook

    The Australian mobile market has been traditionally characterised as a mature market with steady growth driven by population growth and mobile broadband. However, this market is about to see strong innovation (5G) and disruption (TPG-Vodafone merger) in the next few years. We forecast the mobile market will remain the largest segment in the overall telco market with A$22.3bn in revenue by 2022. With the merger between TPG and Vodafone to form a third full service telco in the market, we expect the competitive intensity to increase with incumbents facing pricing and margin pressure from 2018-19 onwards. However, despite TPG’s aggressive initial pricing and service offering, at this stage we have been conservative in our estimates with respect to TPG-Vodafone’s impact on incumbent market shares as we expect a gradual subscriber take-up of the network over 2018-2022. The arrival of 5G and emergence of wireless access to the Internet as an alternative to fixed broadband means that the mobile market will continue to experience strong growth, with ARPUs steadying. Venture Insights believes that 5G coupled with IoT will enable the transition from a connectivity based revenue model to a services based revenue model for mobile operators.
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  • November 1, 2018

    Australian Telecommunications Market Outlook

    • The introduction and the rollout of the NBN has been one of the key inflection points in the Australian telco market. However, as the rollout progresses, complaints continue and the tug-of war with RSPs over CVC charges continues. This discord has led to both major and smaller RSPs experiencing a tight squeeze on margins and opportunities for bypass options
    • The Mobile segment continues its upward march but the market is about to see the impacts of a new wave of innovation (5G, IoT) and disruption (TPG Vodafone merger) in the next few years. This will severely impact fixed line broadband and nbn’s business case
    • The merger between TPG and Vodafone will create a strong third MNO in Australia and long term competition and pricing pressure with Optus and Telstra
    • Growth and broader acceptance in public cloud solutions is driving growth in the data markets as the corporate market is increasingly consolidating their voice, data and applications traffic
  • October 16, 2018

    Future Trends In Telecom and Video: Comms Day Melbourne Congress

    On 10th October 2018, Venture Insight’s Managing Director Nigel Pugh, presented Venture’s recent Australian Mobile Survey results at the Comms Day Congress in Melbourne. The presentation includes Venture’s survey results and views on (i) consumer 5G awareness, migration and the battle for the early adopter market segment, (ii) consumer usage of mobile video and streaming services, (iii) 5G use case for mobile and telco media bundling, (iv) 5G use case for fixed wireless and (v) messaging usage versus traditional applications.
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  • September 27, 2018

    Mobile Video, 5G Adoption and Telco Media Strategies

    Telcos, both globally and locally, have increasingly turned to media and content, in particular sports content, to provide diversification, differentiation and to turn around slowing growth in revenue and ARPUs. Venture Insights’ latest mobile survey shows strong interest in both 5G adoption and mobile video usage – indicating a clear consumer use case for 5G.
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  • September 26, 2018

    Telcos and the battle for HDMI 1 – bringing everything under on [...]

    The rise of SVOD platforms has driven a significant change in TV viewing habits with viewers having an unprecedented choice of content. The result is a fragmented video market which has made it increasingly complex for users to manage the various sources of content that are available.  
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  • September 5, 2018

    High 5G consumer interest keeps pressure on network rollout

    Operator positioning for 5G network plans in Australia and New Zealand continues to pick up pace – as Venture Insights’ latest consumer mobile survey demonstrates strong interest from Australian consumers. Leadership in 5G network rollout is likely to provide strong benefits from the acquisition of early adopters from competing networks.

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  • August 14, 2018

    Down, but not out: Why there’s still life in terrestrial broadc [...]

    Australian viewers are shifting irresistibly towards on-demand formats and IP-based video viewing. But is there still life in the terrestrial platform? And what does this mean for broadcasters and other industry participants? You could be forgiven for thinking that broadcast television is an anachronism, a relic of a time when audiences watched what was programmed, when it was programmed (more or less), and knew no better. Likewise, when every other headline lauds the benefits of online content delivery (though perhaps not so much at the moment given Optus’ recent World Cup travails – more on that later), it is surely a forgone conclusion that terrestrial broadcast is in terminal decline, following Blockbuster and Borders to the exits. However, our analysis suggests that while IP delivery is ascendant, there is still likely to be a significant and long-term role for terrestrial broadcast in Australia. In this report, we explore the factors driving the shift towards IP-based content delivery and argue why this shift does not spell the death of terrestrial broadcast, at least over the coming decade.Given this assessment, broadcasters and other industry participants need to carefully balance the expected ascendancy of IP with the potential longevity of the DTT platform as they place bets on the future of video entertainment.  
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  • August 9, 2018

    IoT Connectivity Technologies

    The Internet of Things is becoming a pervasive part of our technology ecosystem. At its heart, communication and connectivity technologies enable IoT devices to interact and share information. There are a number of connectivity options available for IoT networks, each with specific characteristics which makes them suitable for specific applications and use cases.        
  • July 25, 2018

    Unlimited mobile data – not quite all you can eat…

    Mobile data usage in Australia is expected to increase 6x between 2017 to 2021, driven by advances in mobile technologies, increasing time spent on larger screen smartphones and rising video streaming on mobile. Unlimited mobile data plans have finally made their way to Australian shores, as Telcos look to counter the impact of rising competitive intensity.  
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  • May 10, 2018

    TPG mobile launch plans – there’s going to be data on the str [...]

    With an increasingly commoditised fixed market, the Australian mobile market is under attack as both margins and market share are under pressure. TPG is set to launch its mobile network with rock bottom introductory pricing for mobile data.
  • May 2, 2018

    Small Cells Part 1: Leveraging Public Infrastructure

    Recent public infrastructure deals have demonstrated the joint benefits of combining smart city rollouts with mobile networks. Venture expects more infrastructure deals to be completed as governments recognise the clear public policy benefits and Telcos roll out 5G networks faster.
  • March 15, 2018

    Telco Roundtable Breakfast – key findings

    As identified by our survey, fixed-mobile substitution will be a growing risk for the fixed broadband market. Telcos need to understand and manage the risk of consumers switching away from fixed-line to mobile, particularly in light of the upcoming availability of 5G. The increasing consumption of SVOD has driven the growth in fixed broadband in recent years. However, changing viewing habits, particularly towards viewership on mobile devices, could help spearhead mobile substitution. We expect pressure on fixed broadband to grow as the combination of 5G network launches and TPG’s mobile market entry will increase consumer interest and options for wireless broadband solutions.
  • February 21, 2018

    5G Update February 2018

    While 5G is on track for network rollout by 2020, leading global and Australian Telcos have announced their intentions to launch 5G fixed wireless services from late 2018 onwards. In Australia, 5G remains a key agenda item for the Government, the NBN and the Telco Market.
  • January 12, 2018

    Universal Service Obligation – past its sell-by date

    The Universal Service Obligation (USO) is based on the principles of the analogue era of the Australian Telco market. However, in the current era of widespread mobile usage and increasing penetration of high-speed broadband connections, it is becoming increasingly irrelevant.
  • October 9, 2017

    Broadband pricing – more bang for your buck

    As headline price competition continues to remain important, Australian RSPs are looking to other avenues to differentiate their broadband services. Data inclusions, media and bundles are emerging as the next frontier in the battle to capture greater share of the fixed broadband market for Australian RSPs.
  • Australian media reforms are sensible …but they come far too late
    Australian media reforms are sensible …but they come far too late
    May 10, 2017

    Australian media reforms are sensible …but they come far too la [...]

    On Saturday 6th May 2017, the Australian Government announced a comprehensive package of media reforms – a feat that had defeated many of its predecessors. The reforms have clearly been designed to offer something for everyone and the response from the industry has been extremely positive, but is it is all too late?

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  • The pace of consolidation continues — Superloop acquires BigAir
    The pace of consolidation continues — Superloop acquires BigAir
    October 17, 2016

    The pace of consolidation continues — Superloop acquires BigAir

    Superloop has acquired BigAir to create a wholesale and retail alternative to the nbn across corporate, campus, metro and regional markets in Australia with a merged entity enterprise value of around $500 million. We discuss the key drivers for the acquisition, the impact to the market and immediate outcomes following completion.

  • August 5, 2016

    NBN plans — Jockeying for position

    With the NBN now available to one sixth of Australian households, telecommunication carriers are battling aggressively for market share in the post-NBN world.  Venture Insights has reviewed the NBN plans being offered by a cross-section of the five largest carriers to see what they tell us about the competitive landscape.