There was an interesting presentation at the Ausnog conference...

There was an interesting presentation at the Ausnog conference at the weekend by Aussie Broadband.

"The rollout took 6 months longer than expected, nearly sent us broke and had many, many challenges"

Take that with what we are seeing with small RSPs going broken, and peer companies not even bothering to acquire them, i think its reasonable to expect price pressure from RSP only companies to have less impact on the industry in future.

Aussie BB had net 10k adds last quarter, so they are probably over the hump, they are likely to be the leading challenger in the years ahead, but they dont have their own backhaul, so we have an inherent advantage.

Looking at there current market share, they are pretty nimble, they are strongest in 100Mbps, which has in the past been a bit of a niche offering (currently <10% of plans), also go well at 25Mbps which is a value add product that many have dropped now in favour of NBN50, they where strongest in the last quarter at NBN50, with 60% of their adds.

There is also a lot of mentions in the network diagrams of Vocus DC's, i guess we must do a lot of transit compared to other DC's

They also mention they are running out of ipv4 addresses, they cost like $25 each, and are switching to ipv6 by default.

Current market share according to ACCC in table below (includes wholesale) as of last quarter.

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6
1	Market Share	Total	12Mbps	25 Mbps	50Mbps	100Mbps
2	Telstra	49.63%	34.31%	45.30%	69.82%	32.78%
3	TPG	21.90%	32.44%	17.67%	15.17%	27.48%
4	Optus	13.60%	14.72%	18.45%	7.40%	19.39%
5	Vocus	8.74%	14.85%	9.77%	4.13%	4.90%
6	Aussie Broadband	1.53%	0.25%	2.29%	1.35%	3.81%
7	Other	4.60%	3.42%	6.52%	2.13%	11.63%

And presentation;
https://www.aussiebroadband.com.au/wp-content/uploads/2018/08/Ausnog-2018.pdf