Video - Telstra, TPG Telecom, Aussie Broadband: How disruptive could SpaceX/Starlink be to the existing Consumer Broadband providers in Australia?

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Video - Telstra, TPG Telecom, Aussie Broadband: How disruptive could SpaceX/Starlink be to the existing Consumer Broadband providers in Australia?

Idea

July 12, 2026 09:33 PM GMT

Morgan Stanley Australia Limited+MVideo - Telstra, TPG Telecom, Aussie Broadband Andrew McLeod

| Asia Pacific Equity Analyst

Andrew.Mcleod@morganstanley.com +61 2 9770-1692

Angela Sutcliffe

Equity AnalystHow disruptive could SpaceX/ Angela.Sutcliffe@morganstanley.com +61 2 9770-1612

Starlink be to the existing

Consumer Broadband providers

Australia Media, Internet and Technology

in Australia? Asia Pacific

Industry View Attractive

In this video, Andrew & Angela discuss why we think telco Click here to access: the underlying 41 page

investors need to watch the emerging disruptive risk of SpaceX's research report: Australia Media, Internet,

Technology & Telecoms (TMT): How SpaceX

Starlink consumer broadband service in Australia. The product is

touches everything in your TMT portfolio … and

already here. But a potential step-change in competition comes

why investors need to form a view. (7 Jul 2026).

with next generation satellites on the way. Other relevant recent reports:

Telstra Group Limited: Why we think Telstra

Key Takeaways investors need to watch who takes a stake in

Starlink to target cap cities + suburbs: expanding beyond traditional rural Optus (30 Jun 2026).

markets ... setting up a direct challenge to NBN-resellers of broadband across AU. TPG Telecom Ltd: Why we think TPG investors

need to watch who takes a stake in Optus (1 Jul The new V3 satellites to change the game: The next gen Starlink satellites will

2026). deliver >10x speeds, lower latency and provide consumers with more choice.

We think Australia will be a focus market: It has high broadband ARPUs; there are