NBN's NEW Corporate Plan

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NBN's NEW Corporate Plan

#63

Post by Wamuran4512CH »

Folowing these:

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

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Page 40 onwards might be of particular interest.

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Podcast: https://player.whooshkaa.com/episode?id=736563
Last edited by Wamuran4512CH on Mon Nov 02, 2020 10:45 am, edited 2 times in total. word count: 47
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The NBN, like Paul Fletcher's diet, needs more fibre - Applied liberally

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NBN's NEW Corporate Plan 2021 PDF

#71

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word count: 71
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Re: NBN's NEW Corporate Plan

#73

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Part 2:

word count: 2
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Re: NBN's NEW Corporate Plan

#201

Post by Wamuran4512CH »

Interesting article of even date:

NBN’s frayed fibre lifeline
Analysts warn new Corporate Plan masks troubled financials.

...but as the political fallout settles, analysts warn the plan may be hiding bigger problems with the project’s financials and future prospects.

... hasn’t changed in the new Corporate Plan, which forecasts residential ARPU to stay at $49 through fiscal 2024.

Stagnant ARPU limits NBN Co’s revenue potential – which, in turn, limits its value to potential acquirers should the government eventually decide to sell off the network to recover the money spent building it.

More: https://ia.acs.org.au/article/2020/nbn- ... eline.html
word count: 105
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Re: NBN's NEW Corporate Plan

#210

Post by Dawn Thunder »

It needs to be government owned and run. Rolling it out to everyone sort of dictates that it has to be as if it were left to private then a heap of people would have missed out due to the economics of it all.
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Commentary by Dr Mark Gregory - NBN's NEW Corporate Plan

#254

Post by Wamuran4512CH »

Interesting viewpont:
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.
NBN 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.
More over here
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WBA3 agreement between NBN & RSPs - May 2020

#266

Post by Wamuran4512CH »

WBA - Wholesale Broadband Agreement

32 pages
sfaa-wba-nbn-ethernet-product-description-20200501.pdf
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WBA4 to be out in December 2020, or thereabouts.

NBN as the Last Mile Provider at Layer 2:

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Customer is the RSP! This is why Speed Testing must be done by the enduser ( you ) to a destination OUTSIDE the RSP's network to test their connectivity eg peering to an overseas destination ( Asia, US West Coast etc. ) as well as test any claimed features ( eg SLA, QoS, "Business Grade" etc. ). These are called Layer 7 Speed Testing and wholly lies on your RSP.

Same as this older diagram:

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OSI Layers explanation attempt:

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Layer 2 uses MAC addresses and is responsible for frame delivery from hop to hop.
Layer 3 uses IP addresses and is responsible for packet delivery from end to end.
sfaa-wba-nbn-ethernet-product-description-20200501.pdf
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Layer 4 accomplishes this by using an addressing scheme known as Port Numbers.

Specifically, two methods of distinguishing network streams exist. They are known as the Transmission Control Protocol (TCP), or the User Datagram Protocol (UDP).

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Last edited by Wamuran4512CH on Sun Oct 11, 2020 1:41 am, edited 2 times in total. word count: 202
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Re: NBN's NEW Corporate Plan

#327

Post by Wamuran4512CH »

Important policy changes you might wish to know about

https://www.communications.gov.au/polic ... velopments

For example:

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word count: 18
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Re: WBA3 agreement between NBN & RSPs - May 2020

#422

Post by Wamuran4512CH »

Wamuran4512CH wrote: Mon Oct 05, 2020 5:20 am WBA - Wholesale Broadband Agreement


WBA4 to be out in December 2020, or thereabouts.
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More:

https://www.itnews.com.au/news/nbn-co-t ... ber-554972

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https://www.nbnco.com.au/corporate-info ... t-campaign
word count: 43
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The NBN, like Paul Fletcher's diet, needs more fibre - Applied liberally

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