6m result for HTA/VHA out, some things of interest us; They are...

6m result for HTA/VHA out, some things of interest us;

They are losing money on $36 arpu per month, a new competitor, a price war starting, and a 5G rollout to fund. The next few years could see us perform a Steven Bradbury manoeuvre.

They dont mention NBN much, no numbers to boast about, and wernt in the ACCC count last time, so think their NBN plan launch must be struggling.

Mobile data use up 42%, which is inline with general estimates via Subtel, and supports the theory that backhaul (which we do well) is increasingly important to MNOs.

Network demand increasing 40% per year means contracted capacity should doubles every 2 years, if that factor applies to ASC and there is 3Tbps of capacity sold for ASC in year 0 (which is the amount we where told was under discussion four months ago), ASC would reach capacity in under 8 years and could need to be upgraded beyond its 40Tbps.

Story on it;
https://www.itwire.com/business-tec...6-million,-but-financial-losses-continue.html