This is the data from the graphs above, you can see Vocus has 28% of 12Mbps in Q7, which is where all the speed upgrades from Q5 and Q6 come back from 25 to 12. But you can also see in the 6+12+25 we gained overall.
Every speed bracket except 25 increased in the quarter, which is very good.
Telstra is a significant change as well, look at there 100mbps graph continuing to drop, Optus similarly in 50mbps, both of those announcing they are refunding higher speed tier customers. I wonder if that unpleasant experience help us pickup some this quarter.
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0
6/12 Mbps
Q1
Q2
Q3
Q4
Q5
Q6
Q7
1
Telstra
34.92%
34.92%
34.96%
33.72%
34.58%
34.43%
32.40%
2
Telstra (Q)
34.90%
35.18%
26.76%
39.94%
33.71%
24.02%
3
TPG
35.59%
35.39%
34.88%
33.82%
34.52%
34.72%
33.55%
4
TPG (Q)
34.18%
32.14%
27.90%
38.88%
35.66%
28.71%
5
Optus
7.63%
8.21%
10.04%
11.17%
12.21%
13.02%
13.87%
6
Optus (Q)
11.71%
19.97%
17.51%
18.63%
16.93%
17.40%
7
Vocus
9.89%
11.92%
13.84%
14.62%
13.28%
13.06%
16.01%
8
Vocus (Q)
24.18%
24.20%
19.02%
4.92%
12.01%
28.17%
9
Other
11.98%
9.57%
6.29%
6.67%
5.41%
4.78%
4.18%
10
Other (Q)
-4.97%
-11.48%
8.80%
-2.36%
1.69%
1.69%
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0
25 Mbps
Q1
Q2
Q3
Q4
Q5
Q6
Q7
1
Telstra
60.10%
61.20%
62.91%
61.56%
61.25%
61.88%
62.62%
2
Telstra (Q)
65.48%
69.37%
56.04%
59.95%
64.77%
66.46%
3
TPG
17.55%
17.44%
17.66%
17.09%
16.84%
16.49%
16.16%
4
TPG (Q)
16.99%
18.50%
14.79%
15.78%
14.85%
14.47%
5
Optus
15.30%
14.45%
12.53%
10.95%
9.94%
9.75%
10.50%
6
Optus (Q)
11.14%
5.24%
4.49%
5.63%
8.85%
14.33%
7
Vocus
3.40%
3.70%
4.03%
4.04%
5.91%
6.43%
5.73%
8
Vocus (Q)
4.86%
5.26%
4.07%
13.89%
8.86%
2.16%
9
Other
3.64%
3.21%
2.88%
6.36%
6.06%
5.46%
4.98%
10
Other (Q)
1.54%
1.63%
20.61%
4.75%
2.67%
2.57%
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0
6/12/25 Mbps
Q1
Q2
Q3
Q4
Q5
Q6
Q7
1
Telstra
50.02%
51.15%
52.64%
51.68%
52.16%
52.57%
52.11%
2
Telstra (Q)
56.27%
59.01%
47.33%
54.45%
54.50%
49.93%
3
TPG
24.77%
24.30%
23.99%
23.03%
22.87%
22.67%
22.21%
4
TPG (Q)
22.16%
22.63%
18.69%
22.12%
21.73%
20.02%
5
Optus
12.23%
12.06%
11.62%
11.03%
10.71%
10.86%
11.67%
6
Optus (Q)
11.31%
9.70%
8.37%
9.20%
11.52%
15.53%
7
Vocus
6.00%
6.85%
7.63%
7.79%
8.42%
8.68%
9.31%
8
Vocus (Q)
10.68%
10.99%
8.52%
11.43%
9.90%
12.29%
9
Other
6.98%
5.64%
4.13%
6.47%
5.84%
5.23%
4.70%
10
Other (Q)
-0.42%
-2.34%
17.09%
2.80%
2.35%
2.23%
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0
50 Mbps
Q1
Q2
Q3
Q4
Q5
Q6
Q7
1
Telstra
30.88%
31.81%
32.46%
31.73%
30.83%
34.03%
35.93%
2
Telstra (Q)
38.52%
36.40%
28.88%
27.55%
45.07%
44.70%
3
TPG
37.51%
34.09%
30.35%
25.44%
21.52%
18.78%
17.02%
4
TPG (Q)
9.55%
7.43%
6.23%
7.12%
9.30%
8.87%
5
Optus
20.20%
22.84%
25.94%
30.71%
37.31%
35.84%
33.79%
6
Optus (Q)
41.85%
44.95%
49.40%
61.55%
30.79%
24.32%
7
Vocus
4.68%
4.21%
4.09%
3.74%
3.75%
4.00%
4.20%
8
Vocus (Q)
0.84%
3.36%
2.36%
3.80%
4.86%
5.14%
9
Other
6.74%
7.04%
7.16%
8.37%
6.58%
7.35%
9.06%
10
Other (Q)
9.24%
7.86%
13.14%
-0.01%
9.99%
16.97%
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0
100+ Mbps
Q1
Q2
Q3
Q4
Q5
Q6
Q7
1
Telstra
33.06%
32.84%
32.55%
37.29%
39.54%
37.89%
35.47%
2
Telstra (Q)
31.29%
30.76%
54.40%
48.89%
28.98%
23.14%
3
TPG
36.78%
36.03%
36.15%
32.60%
30.29%
30.05%
28.75%
4
TPG (Q)
30.68%
36.84%
19.80%
20.74%
28.71%
22.13%
5
Optus
21.36%
21.74%
21.80%
20.38%
19.50%
19.03%
19.39%
6
Optus (Q)
24.46%
22.16%
15.26%
15.87%
16.48%
21.23%
7
Vocus
2.78%
3.23%
3.63%
3.50%
3.74%
4.42%
5.08%
8
Vocus (Q)
6.49%
6.05%
3.06%
4.73%
8.06%
8.47%
9
Other
6.02%
6.15%
5.88%
6.23%
6.92%
8.62%
11.31%
10
Other (Q)
7.08%
4.18%
7.49%
9.77%
17.77%
25.03%
VOC Price at posting:
$3.00 Sentiment: Buy Disclosure: Held
