"Mobile revenue across all segments was pretty much flat. The bump in total revenue came almost entirely from hardware sales.
That's not a good thing for a carrier given the world is moving towards outright purchase."
If Optus, Vodafone, TPG and other telcos have an increased mobile revenue, then yes, it's not a good thing. But do you, or does anyone, know that Optus, Vodafone, TPG and other telcos have an increased mobile revenue? Please inform us if anyone knows.
I suspect mobile revenue is declining across the board because for one now we can use Viber or Whatsapp for texting freely.
What is more significant in the announcement is that the churn for mobile in TLS is very low.
HYR Discussion, page-19
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