COVID-19 and the ANZ Telco Market - Vol II

Following our team’s analysis in COVID-19 and the ANZ Telco Market - Vol I, we have dived deeper to provide a more granular view of the telco market, including forecasts of where the industry is headed post-COVID-19.

To read Vol I of our analysis of the telco market in the COVID-19 world, see our previous post COVID-19 and the ANZ Telco Market - Vol I.

With all of the charts you have looked at, opinion pieces you’ve read and the views of your mother that you’ve heard, you have probably come to a view of what COVID-19 means for you and your world. We at Venture have done similar. Following on from our first report into the effect of COVID-19 on the Telco world, we have been working to put numbers to exactly what this likely means for the market going forward. This report details those forecasts, splitting future growth prospects between three different scenarios and across seven major product markets. In this report we also review the responses of ANZ Telcos so far, compare these to global players, and give our view as to what should be done next. Please take the time to read it and to follow up with any additional questions that you might have.

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