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    September 19, 2019

    Use cases for AI in Telco: An era of mainstream adoption

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    Many tier 1 telcos have begun to implement AI initiatives to build and operate their network, sell more efficiently and improve the customer support experience. Based on our industry interviews, we expect increasing competitive intensity in the telco market to drive increased adoption of AI beyond the largest incumbents and into RSPs
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  • 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
  • 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 11, 2019

    Mobile Blackspot Programs: Telstra likely to be the future winner [...]

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    The Commonwealth Government and States have funded four rounds of blackspots resulting in 1,047 new base stations. In March 2019, the Government announced two more blackspots rounds with total federal government funding of $160 million. Similar to the previous rounds, we expect the majority of total state and federal funding to go to Telstra. However, there are still bidding concerns for the rounds.  
  • May 15, 2019

    An alternative model to the proposed TPG-Vodafone merger

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    The ACCC has blocked the $15bn merger between TPG and Vodafone, citing its belief that a merged entity would reduce competition given TPG’s ability to become a fourth mobile operator. TPG and Vodafone intend to appeal the decision and have extended their merger agreement to 31 August 2020. Venture Insights believes there is an alternative model which would enable infrastructure efficiencies and benefit competition.
  • 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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  • November 15, 2018

    UBS Australasia Conference – 5G’s accelerating progress

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    Venture Insights attended the annual UBS Investors Conference for 2018 on 12th and 13th November, with a number of interesting panels across the two days. The participants of the 5G panel moderated by Venture Insights commented on the positive effects 5G will have on not just the telco industry but also verticals such as healthcare, transportation and manufacturing.
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  • November 12, 2018

    Radcomms 2018 & the upcoming 3.6GHz spectrum auctions

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    ACMA’s premier conference Radcomms 2018 was held on October 30-31 with industry experts presenting and discussing a range of topical issues regarding spectrum regulation, new emerging trends and industry policies. Australia’s spectrum regulation should be fast tracked to enable telcos to deploy next generation technologies faster to consumers. We expect strong competition for spectrum in the upcoming 3.6GHz auction.
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  • October 22, 2018

    New Zealand consumer interest growing for 5G mobile

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    Venture Insights’ latest New Zealand consumer mobile survey demonstrates growing 5G interest with video streaming and fixed wireless broadband shaping up to be key use cases. Leadership in 5G network rollout is likely to provide strong benefits from the acquisition of early adopters from competing networks.
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  • October 9, 2018

    The role of IoT in the Healthcare Industry

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    IoT is set to transform the healthcare industry enabling ease of data collection, analysis and bringing medical services into patients’ hands.. Advanced procedures and real time services can be made possible, improving efficiency and reducing redundant costs. However, there are many hurdles that need to be overcome for the IoT vision to be realised and will likely take many years.
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  • September 19, 2018

    TPG FY18 earnings update: Steady, as merger approaches

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    On 18th September 2018, TPG announced its full FY18 financial results as an independent entity. Consumer performance has declined slightly, but TPG has extracted value out of its fibre assets in the corporate segment. Overall, the outlook for TPG is positive as it looks to utilise Vodafone’s mobile capabilities and branding to complement its own broadband strengths.
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  • September 18, 2018

    nbn Corporate Plan 2019 – challenging times ahead

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    nbn recently released its Corporate Plan 2019. Key performance targets were not met largely due to a delay in the HFC rollout, and as a result future forecasts were downgraded, and revenues deferred. As the rollout passes the halfway mark, nbn must focus on sustaining infrastructure quality, adopting a successful wholesale pricing strategy and address customer complaints issues.
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  • September 13, 2018

    IoT Impact 2018 – Preparing Australia for IoT

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    The inaugural hosting of Australia’s largest Internet of things (IoT) conference and expo IoT Impact was held at the University of Technology, Sydney on 10-11 September 2018. IoT is truly here to stay and already making huge impacts across a variety of sectors. Government and private companies need to collaborate to ensure successful implementation of IoT to deliver long term benefits.

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    December 10, 2017

    Venture Advisory November 2017 report: Markets and company update [...]

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    Venture Advisory November 2017 report: Markets and company updates
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    October 13, 2017

    Venture Advisory September 2017 report: Markets and company updat [...]

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    Venture Advisory September 2017 report: Markets and company updates
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    September 13, 2017

    Venture Advisory August 2017 report: Markets and company updates

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    Venture Advisory August 2017 report: Markets and company updates
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    August 14, 2017

    Venture Advisory July 2017 report: Markets and company updates

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    Venture Advisory July 2017 report: Markets and company updates
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