Venture Insights - BRIEF: Is the greenfield broadband opportunity going to improve?

BRIEF: Is the greenfield broadband opportunity going to improve?

Abstract: This brief examines the latest housing market data for dwelling commencements and approvals. This data may serve as a leading indicator for rates of growth in the fixed broadband market. We argue higher growth would be more favourable for NBN’s fixed line competitors. The brief also discusses NBN Co’s decision to discontinue its weekly reporting that distinguishes between its brownfield and greenfield rollout.