INDUSTRY BRIEF: The limits of ‘more for more’ - Venture Insights

INDUSTRY BRIEF: The limits of ‘more for more’

TLDR version: This week’s inflation data for Australia showed the CPI rising by +3.6% through the year. Telecoms inflation rose more slowly, consistent with historic trends. This brief considers the importance of the CPI to telecoms pricing, the likelihood of price rises by Telstra and Optus, and why giving away data to soften the blow of price rises may become less effective over time.