If im interpreting the article below correctly, enterprise are upgrading their network hardware, which suggests they may also be provisioning more bandwidth.
Vocus EBITDA is strongly influenced from Enterprise division, so it should be a positive sign for us.
"The Australian Enterprise (including data centres) and Service Provider (SP) Ethernet Switch Market grew by 12.4% year on year (YoY) in the first quarter 2018
...
IDC says the market experienced an increase in shipment of high-speed ports (i.e. 25 Gigabits per second (Gbps), 50Gbps and 100Gbps), and revenue coming from the enterprise space grew by 15% YoY, while SPs revenue growth was stagnant."
