While the Fin Review may be correct in it’s speculation, should the very first priority be to completing delivery of the NBN to those premises that do not have access?
Whether that is using the current MTM technology or a better option may be a concern, depending on how close premises are to having their service completed.
By mid Dec 2018 near enough to 9.3M premises are in the NBN Ready for Service (RFS) areas and 8M are Ready/able to Connect.
That’s out of a total possible 11.2M premises which would include business customers as well as residential. (Per the NBN Co this total excludes premises planned for Skymuster)
That leaves less than 2M premises to complete construction of access. Many of these may be part way through construction already. And a number may be in the too hard for now basket?
In the NBN Co 2018 Annual report it was stated 4.5M regional premises in the NBN rollout now have access. This was also noted to be 86% of all regional premises in the NBN plan. (It would appear regional to the NBN means - not a capital city?)
My rough maths suggests there are only approx 750,000 regional premises without access. Hopefully who ever forms the next Federal Parliament puts a priority on these premises ahead of any any upgrading for those who already have access. That many premises have access and have chosen not to connect may be a concern, however at least there is an option for those premises.
It’s a short coming of the Financial Review report that it does not provide context for it’s speculative crumbs. Hopefully they will be more objective in the near future?