There are "forecasts" mobile revenue will decline 4% globally, Telstra has 10B mobile revenue, so that could reduce reduce revenue by $400m if its true, but on the other hand people will be switching to using fixed line which will offset that, but fixed line is lower margin, and unlikely to be new revenue as most already have a fixed line. It should be good for wholesale.
There are fex links like the following floating around, i thought i saw Oceania forecast to be only down 2%, but i cant find it now.
https://advanced-television.com/2020/05/01/forecast-pandemic-hits-mobile-comms-industry-for-50bn/
There are "forecasts" mobile revenue will decline 4% globally,...
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