Interesting to follow net adds, which is a better indication of future market share changes, after NBN announced new prices.
Telstra is winning 56% of new 12Mbps connections
TPG is winning 23% of new 12Mbps connections
Optus is winning 8% of new 12Mbps connections
Vocus is winning 11% of new 12MBps connections
As for 50Mbps connections:
Telstra is winning 60.5%
TPG is winning 19.4%
Optus is winning 9.7%
Vocus is winning 4.5%
Just by looking, Optus is in for a tough time as their overall market share is higher and thus indicating a potential decline.
Telstra looks like it is performing.
TPG is gaining only slightly.
Vocus is unclear as it is gaining in 12Mbps but losing in 50Mbps.
VOC Price at posting:
$2.35 Sentiment: Sell Disclosure: Not Held