viewtopic.php?f=5&t=31
and
viewtopic.php?f=5&t=18
Here's the new Plan:
https://www.nbnco.com.au/content/dam/nb ... n-2021.pdf

Page 40 onwards might be of particular interest.

Podcast: https://player.whooshkaa.com/episode?id=736563
Only a cursory glance is needed to rank this vision for the NBN right up there with worst of political nonsense.
you’ll be disappointed because only three pages of the 62 page Corporate Plan FY21 contain actuals and projections on the business fundamentals and the information you would be looking for is not provided.
More over hereNBN Co is now projecting an ARPU of $49 per month by FY24 and it should be remembered that for the past six years NBN Co has been forecasting an ARPU far higher than what has been achieved.
Last year, NBN Co forecast that ARPU would rise from $44 per month in FY19 to $49 per month in FY23.
This year NBN Co appears to have adopted an alternative accounting standard for EBITDA than what was used previously. The EBITDA is overly optimistic when compared with previous years and this raises concern when the underlying revenue and cost forecasts are not being met.
Wamuran4512CH wrote: ↑Mon Oct 05, 2020 5:20 am WBA - Wholesale Broadband Agreement
WBA4 to be out in December 2020, or thereabouts.