VOC 0.00% $5.49 vocus group limited

Ann: Vocus FY17 Interim Result Webcast, page-12

  1. 874 Posts.
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    Fixed Broadband subscription rates have started declining in the U.S as a result of more people going Mobile Broadband only.

    I know NBN is the land grab at the moment, but at some stage Vocus will have to look to increase it's Mobile Broadband market share (< 1%) as that is where the growth will be.

    Amaysim has grown to 1m subscribers, while Vocus is stuck on about 170k, and the funny thing is they both use Optus wholesale and Vocus plan is cheaper with more data! So the only difference really is marketing.
 
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