Report Overview

COVID-19 impact on mobile ARPUs, 5G adoption and MVNO wholesale prices

As COVID-19 spreads its footprint in Australia, social-distancing and quarantine measures are becoming the norm. This means that a large number of people are now working and communicating with other businesses from their home.  While many of the telcos have responded with capacity increases to deal with the traffic, this paper considers some of the longer-term issues which can come from a slowdown in the economy post the lockdown period.

Contents

Introduction

Telcos taking initiatives to address new ground situation

Consumers looking for cheaper deals

Mobile revenue to be impacted now and post-COVID

List of charts/tables

Figure 1. Percentage of survey respondents rating a factor between 4 and 5 on a scale of 1 (not important) – 5 (very important), when deciding their next mobile service purchase

Figure 2. What is the main reason you are thinking about changing your mobile service provider?

Figure 3. Which mobile phone provider are you thinking about moving to?

Figure 4. Consumer willingness to move to 5G mobile in March 2020 as compared to March 2019

Figure 5. With the recent events surrounding Coronavirus, are you expecting to work from home and/or increase your number of days working from home?

Figure 6. Impact of COVID-19 on major telco revenue lines in short-term, including mobile