Major cracks are appearing in NBN’s fixed wireless network which is based on 4G.
They have way more bandwidth than TPG, use dedicated terminals and antennas to massively boost spectrum efficiency. They also restrict users from connecting that can’t use spectrum efficiently.
It is not going to take long to fill TPG’s mobile network if they start using it to substitute NBN connections.
Also at $10/month. There is still significant cost to manage and maintain the network, customer complaints, billing, advertising etc... They are spending $2B on their network. It has 10 year life.
They need to make about $210M margin per year to just break even. That’s probably $500M revenue. Or $40/Month per user with 1M users
If they get 1000000 users in the CBD their network will be overloaded, and then they will need to spend another $2B.. or do a deal with Vodafone...
While small cells have many advantages they have disadvantages too.
Only a matter of time before TPG do some sort of deal to use an incumbents Macrocell network.
Vodafone are the best natural fit.
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