NBN – first million homes passed but a long way to go…

Report Overview

NBN – first million homes passed but a long way to go…

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NBN – first million homes passed but a long way to go…
While we expect the NBN rollout to be delayed by 2-3 years, we forecast NBN revenues to grow at a 65% CAGR to reach A$2.0b by 2020. We believe revenues will be driven by subs growth (56% CAGR) with ARPU remaining flat, as we expect CVC charges to decrease in spite of internet traffic growth of 24% CAGR through to 2020.
This report provides a deep dive into our NBN forecasts and assesses the key trends and drivers that are emerging as the NBN rollout gathers momentum.