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Australia - Telco Company Profiles - Telstra, Optus, Vodafone and NBN Co

  • November 2014
  • -
  • Paul Budde Communication Pty Ltd
  • -
  • 135 pages

Telstra retains dominance while a resurgent Vodafone promises 2015 fight-back
The incumbent operator Telstra continues to benefit from the company's turnaround being implemented by its current CEO. It dominates the fixed-line and broadband sectors, and is also the main player in the mobile sector, having been the first to take advantage of mobile broadband opportunities with its Next G network. This was followed through with it being the first to launch LTE services, gaining it considerable market advantages. Optus is determined to keep pace with Telstra as the mobile segment migrates to LTE, though it continues to lack the vision to make a significant impression to attract consumers, and so address stagnant subscriber growth. Vodafone continues to struggle with poor customer perception of its network reliability, though strong investments in recent quarters, combined with attractive data plans and schemes such as adding premium Spotify services for subscribers, have been noted by consumers. This is helping to slow customer losses. The company's determination to claw its way back into the market should show dividends into 2015. NBN Co has been added to this report for the first time; it is rapidly becoming the next big first-tier company and will grow into the dominant infrastructure company in the country.

Telstra is Australia's largest telco, offering a full range of telecom services to most homes and businesses. It has some three million broadband subscribers and over 16 million mobile telephony subscribers. The company is continuing to attract a large number of LTE mobile broadband customers, taking advantage of its wider network footprint that than offered by competitors.

Wholesale services are also provided, while advertising and subscription TV services are offered through subsidiary companies. Several strategic investments undertaken in 2013 and 2014 have strengthened Telstra's position in the e-health services market. The new Telstra Health division augurs well for the company's commitment into new ventures which take advantage of its existing infrastructure assets, while acquisitions such as that of the video streaming and analytics company Ooyala showcase its interest in becoming a player in OTT services.

The report provides an overview of Telstra's main areas of operation including its strategic business units and local and international subsidiaries. It also includes financial summaries to FY2014, as well as an analysis of the company's three-pillar strategy. In addition, the report provides key operating statistics related to network and operations data, traffic, and developments in the mobile, broadband and pay TV sectors, as well as an overview of its position related to NGN developments.

Optus provides a range of communications services including mobile and fixed-line telephony, business network services, internet and satellite services, subscription TV and digital media services.

Though the company has seen a relatively poor financial performance, the NBN interim satellite service contract has provided a financial bonus for the company. The Optus satellite unit has survived plans for its sale, and in May 2014 Optus secured a five-year deal to operate the NBN Co's two new satellites, due for launch in 2015.

The mobile sector clearly remains the company's key market, though both its market share and ARPU are under pressure. At the same time, more investment is needed to stay ahead in the all-important mobile broadband market. Optus and Telstra both secured valuable spectrum in the 700MHz band at auction in early 2014, and both were granted trial licenses ahead of the official release of spectrum in January 2015. Optus is also committed to matching Telstra's 98% population coverage with LTE by the end of 2016. These developments will keep Optus at the forefront of the mobile data segment, and will it help retain valuable customers as they look to network capability and availability for their broadband and data services

While overall revenue increased 1% in FY2012, year-on-year, into FY2013 and FY2014 the company has experienced revenue falls across some of its markets. This was especially seen in FY2014, when revenue fell 5.2% year-on-year. Nevertheless, EBITDA grew 5.1% and net profit climbed 14.6%. Operating profit for the first quarter of FY2015 fell 2.8% year-on-year.

The report provides an overview of the main divisions within Optus, including a breakdown of key financial and operating statistics for internet, broadband, voice and mobile services. Data to June 2014 is included, as well as recent market developments.

Vodafone is the third-largest mobile carrier in Australia, being formed as a 50/50 joint venture in 2009 following the merger of Vodafone Australia and Hutchison 3G Australia. Vodafone offers a comprehensive suite of prepaid and postpaid mobile voice and data products to the residential and business segments.

Network upgrades continue, and new sites are being added across Australia as the company ramps up its investment in infrastructure in a bid to retain customers. In 2013 the operator launched LTE services, thus being able to compete with Optus and Telstra in a market with tremendous growth potential. Nevertheless, Vodafone remains at a disadvantage for not having secured spectrum in the 700MHz band. Instead it is extending the availability of LTE services by redeploying its 850MHz concessions for LTE, aiming to deliver LTE to 95% of the metro population by the end of 2014.

Network shortcomings have been disastrous for the company since 2011: despite recent improvements, customer losses continued into the first half of 2014, though at a lower level than that seen in earlier years. Nevertheless, Vodafone has committed to investing, while management shows a promising determination to fight back for market share and consumer confidence. As such, the company's performance into 2015 will be keenly watched.

This report provides an overview of Vodafone Australia, including the latest financial and operating statistics as well as analyses of the company's market position and strategies going forward.

NBN Co was launched in April 2009 NBN Co as a government business enterprise (GBE), wholly owned by the Commonwealth of Australia. It is overseen by shareholder ministers' the Minister for Broadband, Communications and the Digital Economy and the Minister of Finance and Deregulation.

The purpose of the company is to build a nationwide, wholesale-only, high-speed, open broadband network. Since its inception it has been selecting technology and designing the network and systems, as well as developing a wholesale product offering.

In its original plan under the previous government, the company would connect 93% of homes, schools and workplaces to an optical fibre network (fibre-to-the-premises FttP), providing high-speed broadband services to Australians in urban and regional towns. The remaining 7% of premises will be connected to an LTE-based fixed wireless network, and this includes the very remote ones who will be linked to a satellite network.

With the arrival of a new government the original plan will be replaced by what they call an Optimised Multi-Technology Mix'. While details of this plan are slowly emerging it won't be until 2015 before the extent of the changes become clear.

Under the new plan at least 90% of Australians would get broadband speeds of about 50 Mbps by year-end 2019.

The new plan would cost $41 billion. It is a move away from a pure fibre-to-the-premises (FttP) plan to a multi-technology approach deploying FttP, FttN, FttB/DP and HFC in addition to fixed wireless and satellite.
Data in this report is the latest available at the time of preparation and may not be for the current year

Table Of Contents

Australia - Telco Company Profiles - Telstra, Optus, Vodafone and NBN Co
1. Total Telecommunications Services Market
1.1 Revenue, revenue growth and market share by major provider
2. Telstra
2.1 Company Overview and operating statistics
2.1.1 Overview
2.1.2 Telstra revolution
2.1.3 Strategy moving forward
2.1.4 Recent developments
2.1.5 Operational statistical information
2.1.6 An impressive performance for FY2014
2.1.7 Business units
2.1.8 Networks
2.1.9 Controlled and associated entities
2.2 Financial Statistics
2.2.1 Group results summary
2.2.2 Public switched telephone network (PSTN)
2.2.3 Mobile
2.2.4 Fixed Broadband
2.2.5 Sensis
2.2.6 IP and data access
2.2.7 Telstra international
2.3 Telstra and the NBN
2.3.1 Telstra and the NBN plans of the new government
2.4 Telstra Analysis
2.4.1 Telstra looking ahead
2.4.2 Telstra within the broader market and industry developments
2.4.3 The Telstra transition
2.4.4 Telstra Media - analysis
2.4.5 Other analysis
3. Optus
3.1 Overview and operating statistics
3.1.1 Overview
3.1.2 Company changes
3.1.3 Operating results
3.1.4 Financial highlights
3.1.5 Products and services
3.1.6 Mobile services
3.1.7 Major subsidiaries
3.1.8 Company history
3.2 Financial Statistics and Analysis
3.2.1 Overview
3.2.2 Company analysis
3.2.3 Financial results
3.2.4 Company history
3.3 The Network
3.3.1 Infrastructure overview
3.3.2 Consumer customer access network, the HFC network
3.3.3 Fixed network
3.3.4 Mobile network
3.3.5 Wireless networks
3.3.6 Wholesale activities
3.3.7 Digital media and cloud computing
3.3.8 VoIP network
3.3.9 Satellite networks
3.4 Analysis
3.4.1 Optus spectrum dilemma
3.4.2 Mobile market key to Optus success
3.4.3 Optus deal with NBN Co
4. Vodafone
4.1 Company information
4.1.1 Overview
4.2 Company analysis
4.2.1 Network improvements will the customers return?
4.2.2 Can Vodafone succeed with 4G /LTE?
4.2.3 Background analysis to Vodafone problems
4.2.4 Cash from the Verizon deal
4.2.5 Structural changes in the industry
4.2.6 CEO departure: new challenges
4.2.7 Company analysis
4.3 Financial highlights
4.3.1 Overview HTA
4.3.2 Financial statistical overview
4.4 Operating highlights
4.4.1 Overview
4.4.2 Key operating statistics
4.5 Vodafone 3 merger
4.5.1 Introduction
4.5.2 Recent subscriber developments
4.5.3 Background analysis
4.6 Networks
4.6.1 Background
4.6.2 Vodafone network
4.6.3 3 network
4.6.4 Vodafone and Optus to share infrastructure from 2013 onwards
4.6.5 Network upgrades 2010 - 2014
4.6.6 LTE networks
4.7 Merged company history
4.7.1 Brief timeline 1989 - 2014
5. NBN Co
5.1 Introduction
5.2 Results First Quarter 2015
5.2.1 Progress towards the Multi-Technology Mix
5.3 NBN Co's full year 2014 financial results
5.3.1 Introduction
5.3.2 Financial Results
5.3.3 Rollout statistics
5.4 The network plan
5.4.1 Overall design and architecture
5.4.2 User access to the network
5.4.3 The backhaul network
5.4.4 ACCC location of 121 POIs
5.4.5 Points-of-interconnect (POI) architecture
5.4.6 Paid for Network Extension
5.5 NBN Co buys TransACT
5.6 Mobile backhaul
5.6.1 NBN for mobile infrastructure
5.6.2 Technical trials
5.6.3 Early testing results from Vodafone
5.7 HFC equipment
5.8 Telstra upgrades pit and pipe infrastructure
5.9 NBN Infrastructure Co-Development Program
Table 1 Historic - Total telecoms revenues by major providers 2000 - 2004
Table 2 Total telecoms revenues by major providers 2005 - 2014
Table 3 Total telecoms service market share by major providers 2003 - 2014
Table 4 Statistical overview of network traffic counts 2008 - 2013
Table 6 ISDN lines overview of network and operational services 2008 - 2014
Table 7 LLU customers 2008 - 2014
Table 8 Statistical overview of network lines in service 2008 - 2014
Table 9 Employee count 2008 - 2014
Table 10 Statistical overview of mobile operational services 2008 - 2014
Table 11 Spectrum sharing services 2008 - 2014
Table 12 Statistical overview of online internet services 2008 - 2014
Table 13 Annual change of calls 2009 - 2013
Table 14 Annual change of fixed access lines in service 2010 - 2014
Table 15 Annual change of mobile subscribers 2010 - 2014
Table 16 Annual change of online subscribers 2010 - 2014
Table 17 Historic - Telstra Group total revenue 1994 - 2004
Table 18 Telstra Group total revenue 2005 - 2014
Table 19 Telstra Group revenue by segment 2009 - 2014
Table 20 Telstra Group EBITDA by segment 2010 - 2014
Table 21 Telstra Group key performance indicators 2002 - 2014
Table 22 Telstra Group key performance indicators by annual change 2003 - 2014
Table 23 Telstra Group revenue by service 2009 - 2014
Table 24 Selected Telstra revenue by service 2009 - 2014
Table 25 Telstra Group revenue by segment FY2013 - FY2014
Table 26 Mobile business FY2013 - FY2014
Table 27 Fixed-line business FY2013 - FY2014
Table 28 Telstra IP and data access revenue FY2013 - FY2014
Table 29 Telstra offshore controlled entities revenue FY2013 - FY2014
Table 30 Telstra PSTN products revenue 2010 - 2013
Table 31 Telstra mobile revenue 2009 - 2014
Table 32 Telstra mobile ARPU 2009 2014
Table 33 Telstra mobile prepaid and postpaid revenue 2008 2014
Table 34 Telstra fixed broadband revenue by service stream 2009 - 2013
Table 35 Sensis financial summary 2009 - 2013
Table 36 Telstra IP and data access revenue 2009 - 2014
Table 37 Telstra offshore controlled entities revenue 2009 - 2014
Table 38 CSL New World revenue, expenses, EBITDA, EBIT, capex 2009 - 2013
Table 39 TelstraClear historic financial figures 2009 - 2012
Table 40 Optus mobile pre/postpaid customers 2008 - 2014
Table 41 Historical - Optus mobile subscribers, annual change 1998 - 2004
Table 42 Optus mobile subscribers, annual change 2005 - 2013
Table 43 Optus mobile subscriber ARPU 2009 - 2014
Table 44 Optus mobile acquisition cost breakdown by quarter 2009 - 2014
Table 45 Optus on-net ARPU 2008 - 2014
Table 46 Optus business and wholesale statistics 2009 - 2013
Table 47 Optus consumer and business fixed telephony statistics 2009 - 2014
Table 48 Optus consumer and business fixed telephony statistics 2008 - 2014
Table 49 Historical Total internet subscribers (broadband and dialup) 1996; 1998; 2000 - 2008
Table 50 Optus revenue by service (S$) 2013 2014
Table 51 Optus key financial indicators 2009 - 2014
Table 52 Optus mobile revenue 2013 2014
Table 53 Optus revenue by sector, annual change 2012 - 2013
Table 54 Overview of Optus overall operating revenue summary 2000 - 2014
Table 55 Operating revenue by operating division 2009 - 2014
Table 56 Operational EBITDA by operating division 2008 - 2013
Table 57 Optus revenue by major and minor service category 2010 - 2013
Table 58 Optus Wireless Connect pricing 2014
Table 59 Optus satellite revenue 2010 - 2013
Table 60 Vodafone Australia revenue 2009 - 2014
Table 61 HTA key metrics financial overview 2009 - 2014
Table 62 Monthly ARPU and by segment 2009 - 2012
Table 63 Vodafone Australia revenue (historic) 1996; 1998 - 2008
Table 64 Vodafone subscribers by type 2009 2014
Table 65 Vodafone subscribers by type 2009 2014
Table 66 Capital Expenditure 2012 - 2014
Table 67 NBN Co Revenue 2012 - 2014
Table 68 NBN ARPU 2013 - 2014
Table 69 NBN Co' key operational data 2012 - 2014
Table 70 NBN Premises Activated 2011 - 2014
Table 71 - List of points of interconnection to the National Broadband Network - November 2012
Chart 1 Overview of total telecoms service revenue by major providers 2005 - 2014
Chart 2 Overview of market share of telecoms revenue by major operator 2013 - 2014
Chart 3 5 Statistical overview of network traffic counts 2008 2013
Chart 4 Overview of Telstra Group total revenue 2003 - 2014
Chart 5 Overview of Telstra Group key performance indicators 2002 - 2014
Chart 6 Overview of Telstra Group key performance indicators by annual change 2003 - 2014
Chart 7 Selected Telstra revenue by service 2009 - 2014
Chart 8 Overview of Telstra mobile revenue prepaid versus postpaid 2008 - 2014
Chart 9 Overview of Telstra fixed broadband revenue by service stream 2009 - 2013
Chart 10 Optus mobile pre/postpaid customers 2008 2014
Chart 11 Overview of Optus mobile subscribers and annual change 2001 - 2013
Chart 12 Overview and trends of Optus mobile ARPU 2009 - 2014
Chart 13 Overview of Optus on-net ARPU by sector 2008 - 2014
Chart 14 Overview of Optus consumer internet statistics by technology 2008 - 2014
Chart 15 Overall Optus overall operating revenue and annual change 2001 - 2014
Chart 16 Overview of operating revenue by operating division 2009 - 2014
Chart 17 Overview of operational EBITDA by operating division 2008 - 2013
Chart 18 Overview of Vodafone Australia revenue 2009 - 2014
Chart 19 Overview of HTA financial metrics 2009 - 2014
Chart 20 Overview of HTA ARPU by segment 2009 - 2012
Exhibit 1 Telstra Corporation Ltd at a glance
Exhibit 2 Overview of the previous strategy
Exhibit 3 FOXTEL at a glance
Exhibit 4 Sensis Pty Ltd at a glance
Exhibit 5 Telstra's NGN planned implementation time-line historic
Exhibit 6 Telstra-controlled entities (Australia)
Exhibit 7 Telstra-controlled entities (offshore) through Telstra Holdings
Exhibit 8 Jointly controlled and associated companies
Exhibit 9 Telstra Corporation Ltd at a glance
Exhibit 10 Telstra Corporation Ltd at a glance
Exhibit 11 Digital economy key developments
Exhibit 12 Optus at a glance including key results 2014
Exhibit 13 Optus key operational results March 2014
Exhibit 14 Optus at a glance including key results 2014
Exhibit 15 Optus key results 2013
Exhibit 16 Optus key results fourth quarter 2012
Exhibit 17 The SingTel Optus network
Exhibit 18 HFC network status
Exhibit 19 An overview of the LTE development, testing and commercial release
Exhibit 20 Optus at a glance including key headline results 2014
Exhibit 21 Vodafone Australia (VHA) at a glance including headline figures 2014
Exhibit 22 - IT Platform and capabilities

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