We anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice

Contents

Executive summary

UFB - 82% population coverage by March 2020

Rollout progress – UFB ahead of its targets

Telco market forecast by vertical

Mobile forecasts

Fixed Broadband forecasts

Fixed Broadband demand drivers

Need for speed

Revenue market share of key players

Convergence with Power

MVNOs in NZ

What role for 5G?

Hyperfibre by Chorus

Chorus FY20 financial update

Spark FY20 financial update

List of charts/tables

Retail telco market revenue growth rates by segment

Take-up rates – UFB vs NBN

UFB Households and businesses able to connect in 000’s

Total Telco market revenue by vertical

Total Telco market revenue by vertical (NZ$mn)

Mobile forecast

Fixed Broadband forecasts

Monthly broadband data consumption per connection on Chorus network

Share of UFB connections by speed

Chorus UFB speed mix

NBN speed mix

Retail telco revenue market shares

Examples of utility and telco convergence (NZ)

MVNOs and sub-brands in NZ

Consumer willingness to shift to 5G fixed wireless

Consumer willingness to move to 5G mobile

Chorus Hyperfibre rollout plan in 2020

Income statement: Chorus

Connections: Chorus

Income statement: Spark

Operating revenues: Spark