The rise of NBN Wholesale Our consumer SIO's (NBN+Copper), are...

The rise of NBN Wholesale

Our consumer SIO's (NBN+Copper), are down from 547k to 520k this FY, but we also had an increase in wholesale numbers by a similar amount, which matches our quarterly ACCC market share floating around 10%

	Column 1	Column 2	Column 3	Column 4	Column 5
1	NBN	ACCC	Consumer	Other (Wholesale)	Other (Wholesale)
2	FY16H2	71,782	68,000	3,782	5.27%
3	FY17H1	121,744	113,000	8,744	7.18%
4	FY17H2	200,623	178,000	22,623	11.28%
5	FY18H1	297,504	259,000	38,504	12.94%
6	FY18H2	361,365	298,000	63,365	17.53%

There was a blog post recently stating that small RSPs are bing squeezed with the new NBN plan with bundled CVC, they dont have the scale for the old scheme, and the new scheme costs too much.

"Unfortunately the smaller RSPs are, and will be for the foreseeable future, bearing the brunt of this squeeze. They typically have higher costs because they do not have the scale to connect directly to the NBN and instead have to go through an aggregate wholesaler (Vocus, Optus, TPG, Telstra or Wideband) who will want a slice of their margin."
https://launtel.net.au/2018/08/16/storms-are-coming-the-nbn-based-internet-industry-in-strife/

It is a good sign that we are picking up wholesale SIO's, as its sounds like the trend might continue as the smaller RSP's sort themselves out.
Would be better if we could use our own brands to grow market share as well.

For reference Optus has about 13% of their NBN SIO in wholesale.