I'm buying VOC because, page-389

Optus result out;
https://www.optus.com.au/about/medi.../Singtel-Optus-q1-financial-results-2018-2019

Points relevance to us (Australia excluding mobile)

• Enterprise voice down 10% YoY (price erosion, migrating to lower cost IP voice)
• ICT and Managed Services +17.6% YoY (Growth inCyber security, Cloud and Unified Communications revenues)
• Data & IP -1.5%
• Consumer Voice revenue -10% YoY
• Consumer Broadband revenue -15% YoY
• On-net BB ARPU › Stable A$56
• NBN BB Customers › Up 30k QoQ 483k
  • Net +4k for Quarter to July

These NBN numbers dont match up with ACCC, perhaps these numbers dont include resellers, ACCC says they where at 525k last quarter.

Going by NBNCo stats, there was

310,951​

NBN activations in previous quarter, so 30k is 9.6%, which is the slowest they have had since ACCC measurement began, they average 13.7% in last 6 quarters, and have 14.1% of overall market share according to ACCC (but ACCC must includes Resellers, so not a direct comparison)

Perhaps #floptus has had a bad effect on them, or some churned away due to HFC migrations suspension drama, have to wait for ACCC numbers for proper comparison.

It could be iPrimus taking market share from Optus (just my speculation) because of its relaunch, and as iPrimus probably has a close target demographic to Optus, but i suspect TPG has had a good quarter (gut feeling)