5G

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  • October 13, 2020

    Apple 5G iPhone: Telstra’s opportunity for Christmas consumer c [...]

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    Telstra has recently announced (12th October 2020) that it has deployed more than 2,000 5G sites covering more than 41 per cent of Australia’s population. In addition, the telco states that it is on track to reach 75% population coverage by June 2021.
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    October 9, 2020

    Australian Household 5G Fixed Wireless Substitution Forecast

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    The advent of 5G, combined with an increase in smart device penetration, has made 5G fixed wireless and mobile broadband more attractive to consumers, and this will lead to a significant growth in wireless broadband usage. As consumers rely more and more on wireless broadband (both mobile and fixed wireless) connectivity, customers may look to cut their fixed broadband connection and rely on wireless devices for broadband connectivity.
  • October 8, 2020

    Back in play: Merger prospects in UK mobile resurrected

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  • September 17, 2020

    Australia consumer and SMB broadband pricing trends – Broadband [...]

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    Broadband services are critical enablers for access to information, employment, markets and key services. Consumer demand for broadband services has grown rapidly in the last decade with household penetration increasing to 85% in 2019 compared to 64% in 2009. This report analyses the competitive environment in the fixed broadband market, focussing on consumer price trends. In particular, we analyse the major RSPs – Telstra, Optus, TPG and Aussie Broadband to evaluate their broadband offerings in the retail market.
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  • September 7, 2020

    Australian Small Business Survey: 5G broadband battleground for O [...]

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    This report presents the survey results across 602 small businesses and highlights their views on willingness to pay, churn intentions and their views on 5G mobile and fixed wireless broadband. The survey was targeted towards the IT decision makers in small businesses, which this survey defined as having an employee count of between 5 – 20 employees.
  • August 27, 2020

    New Zealand Telco Market Outlook

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    We anticipate a negative-growth telecommunications market over the next few years, with broadband growth offset by declines in mobile and fixed voice.
  • August 20, 2020

    Optus 1QFY21 and Vocus FY20 earnings update: revenues fall amidst [...]

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    Both Optus’ and Vocus’ revenues were impacted by COVID-19. Both operators saw mobile revenues decline in the last quarter, as consumers relied more on fixed broadband while working from home. Pre-COVID-19, we noted rising pressure on mobile ARPUs due to competition and increased consumer interest in cheaper plans. We forecast that COVID-19 would exacerbate these pressures, and this has been validated by Vocus’, Optus’ and Telstra’s results this week.
  • July 30, 2020

    Australian Telecommunications Market Outlook

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    We anticipate a negative-growth telecommunications market over the next few years, with slow growth in consumer revenues being offset by declines in the enterprise market. In 2020, we expect COVID19 to have a negative effect on both consumer and enterprise revenues as economic activity declines.  
  • February 5, 2020

    Australian 5G update: Telstra and Optus build continues, VHA entr [...]

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    2019 was the year 5G launched in Australia making it one of the first countries in the world to launch 5G services. Whilst Telstra and Optus both launched in 2019, Telstra’s focus was centered on 5G mobile services whereas Optus’ 5G launch centered on 5G fixed wireless broadband services. 2020 will see further competition from the MNOs through continued rollout, VHA entry and potential pricing changes. We expect Telstra to continue its rapid 5G footprint expansion in Australia, including to the regional areas. In this report, we look at the readiness of consumers to move to 5G and the key Australian 5G developments in 2019.
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  • September 25, 2019

    eSports and 5G – can telcos cash in…

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    The value of the eSports market is growing rapidly with both viewers and the prize money at stake beginning to rival that of traditional sports. With 5G’s ultra-fast data speeds and minimal latencies, there is an opportunity for telcos to carve a piece of this growing market. eSports could therefore emerge as an important use case as telcos look at extracting a revenue premium from their 5G networks. eSports or electronic sports commonly refers to multi-player video games played competitively. Fans can watch professional gamers compete or play themselves. Professional level gamers compete in tournaments, which are hosted at arenas or stadiums in front of a live audience. Games are often broadcast live and many more global eSports fans watch these tournaments remotely by streaming them online. Some of the most notable tournaments include League of Legends, The International, Evolution Championship Series and the Intel Extreme Masters. Most major competitions are generally held in South Korea, Europe, USA and China however eSports tournaments are starting to gain traction across the globe. In the past few years, eSports has seen significant changes from being played in small groups, to occupying world-class stadiums which accommodate tens of thousands of fans, with many more viewers online. The value of the eSports market is growing rapidly with both viewers and the prize money at stake rivalling that of traditional sports. As the first digitally-native sport, eSports is primarily streamed online and is most popular with younger male audiences. With similar properties to traditional sport, the opportunity to engage with these hard-to-reach millennials is appealing to advertisers, traditional broadcasters and traditional sports teams alike. But while eSports viewership is growing, Australian broadcasters have had limited success which has left the door open for Australian telcos to enter this space. Furthermore, the rise of 5G could alter the eSports landscape with higher data speeds, lower latencies and next gen AR and VR gaming platforms. Venture Insights conducted a mobile consumer survey focused on consumers and their eSports viewing and playing habits. In this report, we look at the results from our survey, why and how 5G could play a role in the rise of eSports, the role that telcos could play and global trends on 5G and eSports.
  • August 28, 2019

    Vocus: building their identity as an infrastructure business

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    On 22nd August, Vocus announced its FY19 earnings. While Vocus delivered on its FY19 guidance, the outlook for the next 2-3 years remains subdued as Vocus faces an uphill battle to turnaround its business. Competitive intensity will continue to remain high across the consumer and enterprise segments. Therefore, how Vocus develops its infrastructure business will remain crucial.  
  • August 22, 2019

    VHA and TPG need a Plan B

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    The ACCC has opposed the $15bn merger between TPG and VHA. In the ACCC’s view the proposed merger will reduce competition in mobile services as TPG would be precluded from becoming the fourth mobile operator. TPG has announced that it has ceased the rollout of its mobile network and will not become the fourth mobile operator. VHA now wants the Federal Court to find that the proposed merger is not anti-competitive, so the merger can proceed.
  • August 20, 2019

    Telstra FY19 earnings update: adjusting to a new normal…

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    On 15th August 2019, Telstra announced its FY19 earnings. Falling ARPUs and NBN related impacts outweighed subscriber gains resulting in earnings declines. The Australian telco market remains competitive with nearly all sub-segments experiencing varying degrees of pricing pressure. Telstra as the market leader is most at risk as competitors increase share across different segments.
  • August 15, 2019

    Finally, a long-term perspective – Infrastructure Australia [...]

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    Infrastructure Australia’s (IA) first audit in 2015 was the first national picture of Australia’s infrastructure challenges. IA’s second audit released in August 2019 seeks to identify challenges and opportunities across Australia’s transport, social infrastructure, energy, water and Telecommunications sectors. IA also considered the key future trends facing Australians as well as the direct views of infrastructure users across Australia.
  • August 9, 2019

    Optus 1QFY20 earnings update: 5G and Optus Sport will drive growt [...]

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    On 8th August 2019 Optus announced its 1QFY20 earnings. Revenues were up driven by mobile handset sales and NBN migration payments, in spite of a drop in mobile service revenues and continued weakness in the enterprise segment. 5G and Optus Sport remain the key growth areas going forward.
  • July 25, 2019

    Australian MVNO market overview – no longer just about price

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    Australian MVNOs have reached a market share of 13% nationwide, as competitive MNO offerings now appeal to value conscious customers. New network technologies and the commoditised mobile industry are increasing the competitive intensity. Differentiation and cross selling will become increasingly important for MVNOs to build and retain market share
  • July 3, 2019

    Transforming the live sports experience – it’s game on for 5G

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    Major sports codes in Australia are trying to figure out how to engage and attract younger fans, and they are looking to technology not only to gain and retain fans but also to get fans into the stadium. Technological development is rapidly changing almost every facet of the business of live sports and as sport changes both on and off the field, innovation has become a key priority for all industry stakeholders.  
  • June 20, 2019

    Network Slicing – business transformation opportunities from me [...]

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    Network slicing is a key feature of 5G networks, allowing MNOs to allocate independent virtual networks to customers with specific capabilities and quality of service guarantees. In addition to improved performance, network slicing will create new business models that will bring new revenue streams for MNOs. There are a range of opportunities across media, gaming, emergency services, IoT, transport and MVNO market segments.  
  • June 17, 2019

    UK mobile market Q1 2019 – Pressure to mount after mixed bag in [...]

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    The UK mobile market posted its slowest growth in more than two years this quarter; just 0.5% service revenue growth although net adds were strong and churn was down. ARPU is under considerable pressure thanks to regulation limiting out-of-bundle spend which will exacerbate as the year progresses. Several other negative developments look set to be layered on the pressures this quarter, including a step-up in competitive intensity as 5G launches –  with H3G’s pricing of unlimited data a sign of a resurgence in its aggression
  • May 7, 2019

    Sports streaming and 5G – everyone wants in…

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    Live sport remains an important content genre with the ability to attract consumer eyeballs and improve customer loyalty for both telcos and TV operators. However, TV operators (FTA and Pay TV) which until recently were the undisputed leaders in providing sports content, are being disrupted by sports streaming apps and telcos.
  • April 23, 2019

    5G to change the shape of UK mobile

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    The capacity boost with 5G will be more important than any speed or latency uplift. We estimate a 7-fold increase in mobile capacity in the UK and 13x+ for O2 and H3G. We view fixed mobile substitution products as quite niche although the number of mobile-only households is likely to creep up. mmWave would have the capacity to substitute for fixed but has many hurdles to overcome. Capacity-constraints have tempered competition of late and their removal risks an increase in intensity, especially as H3G views itself as sub-scale – good for policy makers but another challenge to add to the industry’s woes.
  • March 14, 2019

    Huawei and UK 5G: Identifying the risks

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    ­­­­Governments and operators have come under increasing pressure to exclude Huawei’s 5G equipment from national networks, with justifications usually kept vague and wide-ranging rather than specific, and no evidence provided. Given the role of Huawei’s 5G equipment in the network and the extent of existing testing and checking, realistic security risks that apply to Huawei and not to all other equipment suppliers are hard to conceive. The risks of any ban are however very real; with Huawei one of only three global-scale telecoms equipment suppliers, and the preferred early choice for 5G radio equipment in the UK, removing this choice will massively increase costs and delay roll-outs of cutting-edge connectivity.
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  • January 15, 2019

    Six ways 5G will change the future of media and entertainment

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    The media industry has been at the receiving end of significant disruption and innovation in the past decade. With 5G around the corner, the media industry is set for another round of innovation albeit this time with the opportunity to significantly improve their content offerings and provide a more richer video experience for consumers.
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  • December 11, 2018

    5G Update December 2018 – Telstra leading the race to 5G

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    Q4 2018 has been a busy time for 5G players with the government auctioning valuable spectrum bands and an update on Telstra’s progress on 5G. Australia is tracking well to have initial 5G services in 2019. This will enable strong growth in devices and mobile data consumption.
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