I found this handy table from the from the NBNCo fy18-21 corporate plan, it has expected activations per tech (there is another one for premises passed)
It still lumps FTTN and FTTB together, and its likely FTTB will have different market share as demographics will be very different, and still no numbers for HFC and HFC numbers are immature which introduces a big error.
In the long term tech should be a better estimate methodology as different RSP's favour different speed plans, which is based on tech. But for now region based projection will be the best estimate right IMO.
There where expecting 2m activations this FY, 500k per quarter, which is about 50k per quarter for us if we are getting 10%, it slows down a lot after FY19, so the next 18 months are significant from a consumer market share POV.
I dont have numbers for what proportion of premises might be SMB, but its only going to positive for earnings to have more SMB than consumer
Column 1
Column 2
Column 3
Column 4
Column 5
Column 6
0
FY17
FY18
FY19
FY20
FY21
1
FTTP – Brownfields
0.8
0.9
0.9
0.9
0.9
2
FTTP – Greenfields
0.2
0.3
0.4
0.5
0.6
3
FTTN/B
0.9
2.1
3
3.2
3.4
4
FTTC
0.3
0.6
0.8
5
HFC
0.2
0.7
1.8
2.3
2.3
6
Fixed – Wireless
0.2
0.3
0.3
0.4
0.4
7
Satellite
0.1
0.1
0.2
0.2
0.2
8
2.4
4.4
6.9
8.1
8.6
VOC Price at posting:
$3.08 Sentiment: Buy Disclosure: Held