This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market. The product features of the broadband services being offered by different RSPs are increasingly converging as the RSPs migrate their customers to the same set of NBN wholesale products. This means that there is a clear minimum pricing floor for the retail prices that RSPs can charge the end consumers. Their margins and ARPUs are shrinking, and to further cut down the cost to consumers, some RSPs have been forced to make certain bundle inclusions optional. Mobile telcos are looking at selectively offering 5G enabled fixed wireless products to counter some of the margin impact of the NBN. As a result, fixed wireless services are becoming an alternative, promising to deliver comparable service quality at similar or even lower prices.
Click here to request our report.
|
|
|