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AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis

AI's CapEx Driven Endgame - A Shareholder Crash, Not an Economic Crisis Ian Harnett (Chief Investment Advisor of Absolute Strategy Rese...

Showing posts with label Starlink. Show all posts
Showing posts with label Starlink. Show all posts

Wednesday, August 24, 2022

NBN - Threats to Fibre Revenue Stream

NBN - Threats to Fibre Revenue Stream from 5G, Idle Network, Space Technology Driven Disruptors like Starlink and Kuiper 

 



Highlighting > 2Mn services are  <=25Mbps and 82% of services are on <=50 Mbps.
Today the avg speed is 52 Mbps













Loss Making to Continue for another 2 Years 






Disclaimer: All discussed thoughts & opinions are my own & not that of my employer/others