The Australian MVNO market has grown from 1.5m subscribers in 2010 to 3.4m subscribers in 2019. Historically the MVNO market has driven lower prices and COVID-19 has provided a boost to MVNOs in FY20, with the latest ACCC Internet Activity Report stating that MVNO subs have grown in both prepaid (+12%) and postpaid (+16%) segments.
Current Market Landscape
The MVNOs (and sub-brands) are benefitting due to increased focus on price
5G to be a growing focus for the MVNOs
Enter Felix and Gomo
Figure 1. Cross section of MVNOs in the Australian mobile market
Figure 2. Historical wholesale mobile subscriber market shares