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------ 1. The Great Pricing Shift We're witnessing something unprecedented in business history: a fundamental reimagining of how comp...

Wednesday, July 13, 2022

Trends from AT&T about Fibre Economics and Data Growth

Key Trends and Message from AT&T Results from Mar 2022

  • Monthly consumption is accelerating from 900 gigabytes to nearly a terabyte today.
  • We are consuming roughly 30x more data in our homes than we are on the go with our smartphones. 
  • Homes are getting smarter, and they're becoming more demanding environments where flawless, high-quality broadband is required. Our home has become a work environment.
  • The average household today has 13 devices, and that's expected to triple by 2025.
  • Enterprises are managing a multi-cloud environment they require more low-latency and secure bandwidth.
  • Fibre is economical and superior; therefore, consumption over wireless is used for high-value mobile applications. 
  •  IoT connectivity is growing 18% year-over-year. The next wave of digital transformation is being driven by cloud, AI and connected sensors.
  • Data growth is exploding post covid driven by hybrid arrangements, pent-up demand and everything digital.
  • Fibre is not only economical with data demand but is superior, reliable and secure. 

Suggestions for the Federal Govt on NBN.
  • Make 250/100 Mbps the minimum speed requirement on the network. Currently, Avg speed in Australia is around <60/20Mbps
  • Waive off the outstanding debt of $27Bn, and that will enable NBN to reduce the wholesale price to around $20-$25/month per user
  • Make FTTP to all areas (>93%) where it can be served.
  • These 3 suggestions will drive the green economy and innovation, reduce carbon footprint, reduce pressure on the city's infrastructure, drive growth in country areas and drive SMB growth and reach outside Australia.