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  "documentTitle": "Infrastructure beyond COVID-19",
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      "text": "Bringing forward investment in 5G to meet demand",
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      "text": "While 5G has a long ROI period it is seen as being more profitable than NBN for proponents",
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      "text": "Source: CRN; Telstra press release March 2020;",
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      "text": "Telstra made the decision early in March to bring forward $500 million of capital expenditure planned for the second half of FY21 into calendar year 2020 for 5G roll out",
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      "text": "TPG accelerated its roll out of 5G in slightly later, in August 2020 and is set to launch a new set of 5G fixed wireless products in the first half of 2021, with the aim of covering 85% of Australians in major cities by the end of 2021",
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      "text": "Construction of 5G infrastructure is capital intensive relative to 4G, with a ROI period of 10 years (compared to 5 years for 4G), and a long lag and order-to-cash tail.",
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      "text": "as a result, 75% of Australia's population will have access to 5G coverage where they live, by June 2021",
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      "text": "5G roll out could increase profitability of providers and potentially draw away from NBN demand. Many providers have been unsatisfied by the EBITDA margins of around 7% they have been getting with their NBN network. It is estimated that the roll out of 5G will allow providers to reach margins as high as 20%",
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