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Join date: Jun 4, 2019
Posts (12)
Jul 8, 2020 ∙ 10 min
Telstra and Optus: Falling ARPUs, increase in price sensitive market and Enterprise declines
The outlook for the next 1-2 years remains subdued as competitive intensity in both fixed and mobile will put pressure on ARPUs which...
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Jul 8, 2020 ∙ 10 min
Show me the money – broadcasters and sports rights on an unsustainable path
Foxtel and the Free to Airs have reached, or are very close to reaching, ‘peak sport’ – They have little or no ability to further...
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Jul 8, 2020 ∙ 14 min
New Zealand Telco Market Outlook
Executive summary We expect the overall retail telco market to remain almost flat (2019-2023 CAGR 0.4%) with mobile growth driven by a...
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Chris Blyth
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