I think it is wiser to concentrate on Spark's transformation activity - so called Agile process. Agile has been applied to IT for over two decades and is just as capable of producing failed projects as other methods and may not reduce costs in the long term. The whole point of Spark's transformation is to reduce costs and be competitive in the world of unbundled and regulated local loop services. Traditional telecom processes are notoriously complicated and inefficient and replacing legacy systems while maintaining customer service is difficult. Telstra has begun that process (yet again) in the past 2 years while Spark has been working at it since about 2011. Much of Spark's ongoing overheads have been diverted to contracted activity and so what may look to be reductions may not be in the total picture.
Mobile has been the salvation of a decent Spark share price and they escape Government regulation with that and I consider them to be doing well in that space.
Their entry into content (Lightbox, Spark Sport etc) has yet to prove itself as a profit centre.
5G will take some years to fully roll out with a higher infrastucture cost than 3G and 4G. Uptake by customers will also spread out timewise.
Digital services definitely worth pursuing and growing but still relatively small scale.
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Originally Posted by NZSilver
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