I did some digging through Optus previous results, if their Wholesale numbers increase on a similar trajectory as in previous Quarters, Optus NBN market share is flat.
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
Column 7
0
ACCC (Optus)
Optus (Consumer)
Optus (Other)
ACCC (ALL)
ACCC %
Optus %
1
17Q1
164
164
1,222
13.45%
13.42%
2
17Q2
200
192
8
1,550
12.88%
12.39%
3
17Q3
247
228
19
1,932
12.76%
11.80%
4
17Q4
306
279
27
2,389
12.80%
11.68%
5
18Q1
395
351
44
2,938
13.43%
11.95%
6
18Q2
473
416
57
3,385
13.98%
12.29%
7
18Q3
521
453
68
3,763
13.84%
12.04%
8
18Q4
560
483
77
4,036
13.88%
11.97%
VOC Price at posting:
$2.34 Sentiment: Buy Disclosure: Held