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NBN: A forensic view |
The Australian NBN has generated a great deal of news focused on the views of the major political parties, the Telstra transaction and NBN Co's deployment plans.
However, there has been very little analysis of the much more commercially relevant topic of how the NBN will reshape the Australian communications sector in the near, mid and long term. There has been little debate around the threats and opportunities confronting telecommunications, media and IT sector participants or the business and regulatory strategies that they should adopt.
The important questions, both in Australia and any country considering its NBN policy, include: how does the introduction of a ubiquitous superfast fibre access network fundamentally change industry structure and regulation for carriers, broadcasters and online service providers, who are the potential winners and losers in this process and what plans should market participants adopt now to address this change?
Now is the time to review and answer these questions. NBN Co is in the process of finalising the suppliers for its rollout, Telstra has announced that it is on track to finalise its arrangements with NBN Co by July, the two remaining core bills in the Commonwealth's legislative package have been re-introduced to Parliament and Telstra's interim results and its LTE mobile network announcement this week reflect its investment in customer acquisition for a post NBN world.
Venture Consulting CEO, Justin Jameson and Allen & Overy partner, Michael Reede have prepared a paper which examines these issues from a commercial, regulatory and legal perspective. The paper underpins a series of strategy briefings that we are providing to a range of clients. |
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