Telstra EBITDA margin for mobile is 40%, DA is 17% for the group as a whole, so guess EBIT for mobile is around 23%
ARPU for postpaid Mobile is $65, which puts EBIT at around $15 pm, which is likely lower than NBN margins.
It doesnt make sense for Telstra to move customers from NBN unless they increase margin, the above doesnt consider unit costs, i.e. given Telstra has to maintain a mobile network anyway, the extra costs of adding a few Fixed wireless dont necessarily have to carry all those overheads, but if considering ramping up the network significantly and doubling capacity (or increasing it x10) then margin costs can be ignored.
Telstra EBITDA margin for mobile is 40%, DA is 17% for the group...
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