Why TPG Stock Dropped after FY 22 First Half Results

 Why TPG Stock Dropped after FY 22 First Half Results - Quick view

Telecom - OSS and BSS Leading Systems Capability and Sales Positioning

Telecom - OSS and BSS Leading Systems Capability and Positioning 

 

Telecom Industry Australia - Where the Money will be Spent

 Telecom Industry Australia - Where the Money will be Spent in the next two to three years.

My other post on "IT Services Opportunity and Spend Profile in Telecom sector" can be read here

Disclaimer: All discussed thoughts & opinions are my own & not those of my employer or other parties.

What NBN Co Needs

 What NBN Co Needs to increase the uptake of high-speed internet - Follow the Kiwi Model

• Comparing the typical RSP price point between NBN Co and Chorus NZD (Fibre Wholesaler), NBN Co lacks not only price parity and affordability but also the avg speed and higher speed tier simplicity.
• The new SAU proposal by NBN Co is a good start. Reducing the price by $5 to $10/month on 100 Mbps to 1Gpbs lacks the imagination and will to spur digital growth & intake of high-speed internet. It appears to be shackled by the serviceability of $27 Bn debt for any aggressive pricing & cost relief. 

Open Reach is following a Simpler High-Speed Tiering model with Economical Pricing like Chorus NZD. In terms of Fibre Access type, it is leveraging FTTC, FTTP (Gfast) & EE (10Gbps) for Enterprise. More than 360 Retail Service Providers in play