|
| 1. | AAPT |
| 1.1 | Company overview |
| 1.1.1 | Company information |
| 1.1.2 | Operating highlights and subscriber statistics |
| 1.1.3 | Financial results – 2006-2007 |
| 1.1.4 | Strategic overview and developments |
| 1.1.5 | Financial performance review – 2006 |
| 1.1.6 | Contract and enterprise deals in 2006 |
| 1.1.7 | AAPT network |
| 1.1.8 | Products and services |
| 1.1.9 | Company history |
| 1.2 | The network |
| 1.2.1 | Network information |
| 1.2.2 | Network alliances |
| 1.2.3 | National infrastructure |
| 1.2.4 | Broadband access |
| 1.2.5 | International infrastructure |
| 2. | AMCOM TELECOMMUNICATIONS LIMITED |
| 2.1 | Company information |
| 2.1.1 | Fibre division |
| 2.1.2 | Amnet division |
| 2.2 | Financial results – 2006 - 2007 |
| 2.2.1 | Half year to December 2006 |
| 2.3 | Financial results – 2005 - 2006 |
| 2.3.1 | Full year to June 2006 |
| 2.3.2 | Half year to December 2005 |
| 2.4 | Company analysis |
| 2.4.1 | Company strategy update |
| 2.4.2 | Amcom – a star performer in a growing niche market |
| 2.4.3 | Amcom takes a stake in iiNet for a three-way consolidation play |
| 2.5 | Network |
| 2.5.1 | Fibre network overview |
| 2.5.2 | DSLAM Network rollout |
| 2.5.3 | SABRENet agreement |
| 2.5.4 | Network rollout to city of Salisbury |
| 2.5.5 | Barossa and Light Broadband Connectivity Infrastructure Project |
| 2.6 | Alliances and acquisitions |
| 2.6.1 | People Telecom sells Perth corporate data business to Amcom |
| 2.6.2 | Arachnet |
| 2.6.3 | Historical overview – IP1 Australia |
| 2.7 | Products and services |
| 2.8 | Company history |
| 3. | AUSTAR LIMITED |
| 3.1 | Company information |
| 3.1.1 | Ownership – Liberty Media |
| 3.2 | New services to be launched |
| 3.2.1 | IPTV |
| 3.2.2 | PDR |
| 3.2.3 | VoIP |
| 3.3 | Operating results – 2006 |
| 3.4 | Financial results – 2006 |
| 3.5 | Austar’s network |
| 3.6 | Network rollout and alliances |
| 3.6.1 | WiMAX plans put on hold following loss of Connect Australia bid |
| 3.6.2 | Austar selects Nortel to provide WiMAX to regional Australia – June 2007 |
| 3.6.3 | Wireless broadband alliance with Unwired |
| 3.7 | Company analyses |
| 3.7.1 | Austar’s future in new media |
| 3.8 | Subsidiaries – XYZnetworks |
| 3.9 | Services |
| 3.10 | Company history to 2005 |
| 4. | COMMANDER COMMUNICATIONS LIMITED |
| 4.1 | Company information |
| 4.1.1 | Wholesale activities |
| 4.1.2 | Commander and Telstra Wholesale sign extended agreement |
| 4.1.3 | Wholesale contract with DSLAM providers |
| 4.1.4 | OneStream network |
| 4.1.5 | Commander enhances support centres for regional SMBs |
| 4.2 | Financial results |
| 4.2.1 | Financial year – 2006-2007 |
| 4.2.2 | Financial year – 2005-2006 |
| 4.3 | Subsidiaries and acquisitions |
| 4.3.1 | Volante Group |
| 4.3.2 | Personal Broadband Australia Pty Ltd (PBA) |
| 4.3.3 | Australia Star Communications |
| 4.3.4 | Samsung Communications |
| 4.3.5 | UniTel Australia |
| 4.3.6 | LSP |
| 4.3.7 | Ipex |
| 4.3.8 | Affinity |
| 4.3.9 | Commander Centres |
| 4.3.10 | Commander Online |
| 4.3.11 | RSL COM |
| 4.4 | Commander’s network |
| 4.4.1 | Wholesale contract with DSLAM providers |
| 4.4.2 | Commander builds OneStream, a NGN network |
| 4.4.3 | CRM and back office systems |
| 4.5 | Company analyses |
| 4.5.1 | Commander issues profit downgrade – May 2007 |
| 4.5.2 | Volante acquisition should create a sound platform for growth |
| 4.6 | Commander’s services |
| 4.6.1 | Voice systems |
| 4.6.2 | IT hardware and software |
| 4.6.3 | Internet and network access |
| 4.6.4 | Converged solutions |
| 4.6.5 | Support & maintenance Services |
| 4.6.6 | Software Licensing Solutions |
| 4.6.7 | Infrastructure Solutions |
| 4.6.8 | Managed Services |
| 4.6.9 | Strategic Consulting Services |
| 4.7 | Company history |
| 5. | FOXTEL |
| 5.1 | Overview |
| 5.1.1 | Strategy overview – April 2007 |
| 5.2 | Operational statistics – 2006-2007 |
| 5.3 | Financial results 2006 |
| 5.4 | Products and services |
| 5.4.1 | Digital pay TV |
| 5.4.2 | Satellite services |
| 5.4.3 | New services to be launched |
| 5.5 | Major supply deals |
| 5.5.1 | Renegotiation pay TV supply deal with US movie studios – 2006 |
| 5.6 | Interactive advertising |
| 5.7 | Operating centres |
| 5.7.1 | Sydney |
| 5.7.2 | Melbourne |
| 5.8 | Company history |
| 6. | HUTCHISON TELECOMMUNICATIONS (AUSTRALIA) LTD |
| 6.1 | Company information |
| 6.2 | Financial results |
| 6.3 | Operating highlights |
| 6.4 | Company analyses |
| 6.4.1 | Will Hutch do the trick? – April 2007 |
| 6.4.2 | Hutch still the leader in 3G innovations |
| 6.5 | 3G Alliances |
| 6.5.1 | Hutchison 3G Australia (H3GA) |
| 6.5.2 | 3G network sharing agreement with Telstra |
| 6.6 | The network |
| 6.6.1 | Overview of 3G networks |
| 6.6.2 | 3G ‘3’ network |
| 6.6.3 | Network management |
| 6.6.4 | 3G network sharing agreement with Telstra |
| 6.6.5 | 3G HSDPA network upgrade |
| 6.6.6 | 2G CDMA Mobile network (formerly known as Orange Mobile) |
| 6.6.7 | Network management |
| 6.6.8 | Spectrum acquisitions |
| 6.7 | Parent company – Hutchison Whampoa Ltd |
| 6.8 | Products and services |
| 6.8.1 | 3G |
| 6.8.2 | The X-Series (Internet applications suite) |
| 6.8.3 | Alliance with iiNet |
| 6.9 | Company history |
| 7. | IINET LIMITED |
| 7.1 | Company information |
| 7.2 | Acquisitions and alliances |
| 7.2.1 | Alliance with Hutchison |
| 7.2.2 | Partnership with Anytime for VoD |
| 7.2.3 | Google adds iiNet to its local search partners |
| 7.2.4 | Amcom and PowerTel acquire stake in iiNet |
| 7.2.5 | iiNet sells New Zealand subsidiary ihug |
| 7.2.6 | OzEmail |
| 7.2.7 | Virtual Communities |
| 7.3 | Network and DSLAM rollout |
| 7.3.1 | Overview |
| 7.3.2 | Deal with Cisco systems for increased network capacity |
| 7.3.3 | Relative cost comparisons of DSLAM customers versus reselling via Telstra wholesale arrangements |
| 7.4 | Financial and operating results |
| 7.4.1 | Financial results |
| 7.5 | Subscriber statistics |
| 7.6 | Company analyses |
| 7.6.1 | iiNet strategy update – 2007 |
| 7.6.2 | iiNet/PowerTel alliance should benefit both companies |
| 7.6.3 | Amcom enters the mix for a three-way consolidation play |
| 7.7 | Company history |
| 7.8 | Products and services |
| 7.8.1 | Home and SOHO |
| 7.8.2 | Business |
| 7.8.3 | Customer support |
| 8. | MACQUARIE TELECOM |
| 8.1 | Company information |
| 8.2 | Financial results |
| 8.2.1 | Financial year – 2006-2007 |
| 8.3 | Company analysis |
| 8.3.1 | Macquarie is well on track with network expansion |
| 8.4 | Data network |
| 8.4.1 | Metro Access Network (MAN) |
| 8.5 | Services |
| 8.5.1 | Voice solutions |
| 8.5.2 | Data solutions |
| 8.5.3 | Hosting solutions |
| 8.5.4 | Mobile solutions |
| 8.5.5 | Satellite service |
| 8.6 | Major contract wins – 2006 |
| 8.6.1 | Disaster recovery service for NRMA – May 2006 |
| 8.6.2 | Macquarie hosts Fairfax website – June 2006 |
| 8.6.3 | Contract win with University of Adelaide – August 2006 |
| 8.6.4 | Macquarie secures hosting deal with Registries Ltd – August 2006 |
| 8.6.5 | Hosting contract with Haymarket Media |
| 8.7 | Company history |
| 9. | NEXTGEN NETWORKS PTY LIMITED |
| 9.1 | Company information |
| 9.1.1 | Company ownership |
| 9.1.2 | Regional broadband alliances – SP Telemedia |
| 9.2 | Company analysis |
| 9.2.1 | Nextgen rises from the ashes |
| 9.3 | Nextgen’s network |
| 9.3.1 | Network update – mid-2007 |
| 9.4 | Products and services |
| 9.4.1 | Introduction |
| 9.4.2 | Virtual Private LAN Service (VPLS) |
| 9.4.3 | Point-to-Point (SDH) services |
| 9.4.4 | Point-to-Point (Ethernet) services |
| 9.4.5 | Internet Connect services |
| 9.4.6 | Co-Lo services |
| 9.4.7 | Customised Data Solutions |
| 9.4.8 | Interoperability Testing Centre |
| 9.5 | Company history |
| 10. | PEOPLE TELECOM LTD |
| 10.1 | Company information |
| 10.1.1 | Operating results |
| 10.1.2 | Financial results – full year to June 2006 |
| 10.1.3 | Financial results – 2005 |
| 10.2 | Wholesale network agreements/partnerships |
| 10.2.1 | Renewal of mobile Supply Agreement with Optus |
| 10.2.2 | Wholesale agreement with Telstra |
| 10.2.3 | Partnership with New Zealand carrier, Call Plus – June 2006 |
| 10.2.4 | Agreement with VoIP provider engin |
| 10.2.5 | People Telecom sells Perth corporate data business to Amcom |
| 10.3 | Company analysis |
| 10.3.1 | People Telecom continues to expand |
| 10.4 | Products and services |
| 10.4.1 | Internet |
| 10.4.2 | Mobile |
| 10.4.3 | Voice services |
| 10.4.4 | Data services |
| 10.5 | Company history |
| 11. | POWERTEL |
| 11.1 | Company information |
| 11.2 | Financial results |
| 11.3 | Operating results |
| 11.4 | Company analysis |
| 11.4.1 | PowerTel and AAPT alliance should produce good synergies – June 2007 |
| 11.4.2 | Telecom – third time lucky in Australia? |
| 11.4.3 | PowerTel and iiNet alliance should benefit both companies |
| 11.4.4 | Amcom enters the mix for a three-way consolidation play |
| 11.5 | Key acquisitions and alliances |
| 11.5.1 | Telecom New Zealand acquires PowerTel and PowerTel combines with AAPT |
| 11.5.2 | NTT Australia IP |
| 11.5.3 | Request Broadband |
| 11.5.4 | iiNet |
| 11.5.5 | Macquarie Telecommunications |
| 11.5.6 | British Telecom |
| 11.5.7 | Supplier relationships |
| 11.6 | Products and services |
| 11.6.1 | Voice |
| 11.6.2 | Data, IP and broadband services |
| 11.7 | Company history |
| 12. | PRIMUS TELECOMMUNICATIONS AUSTRALIA |
| 12.1 | Company information |
| 12.1.1 | Recent activities |
| 12.2 | Financial results |
| 12.2.1 | Financial results – 2007 |
| 12.2.2 | Financial results – 2006 |
| 12.3 | Subscriber statistics |
| 12.4 | Company analysis – mid-2007 |
| 12.5 | The network |
| 12.5.1 | National network |
| 12.5.2 | International network |
| 12.5.3 | Network DSLAM rollout |
| 12.6 | Products and services |
| 12.6.1 | Internet services |
| 12.6.2 | Telephony services |
| 12.6.3 | Data services |
| 12.6.4 | Mobile services |
| 12.6.5 | Residential services |
| 12.7 | Company history |
| 13. | SOUL (SP TELEMEDIA LTD) |
| 13.1 | Company overview |
| 13.2 | Company structure |
| 13.3 | Company divisional overview |
| 13.3.1 | Parent company – Washington H Soul Pattinson & Co (WHSP) |
| 13.3.2 | Soul Pattinson Telecommunications (SOUL) |
| 13.3.3 | Kooee Communications |
| 13.4 | Re-alignments, acquisitions and alliances |
| 13.4.1 | Controlling stake in B Digital |
| 13.4.2 | Comindico (SPT COM) |
| 13.4.3 | SOUL and Nextgen Networks – regional broadband alliance |
| 13.4.4 | Unified strategy in place |
| 13.4.5 | Optus, Soul and B Digital extend and expand relationship |
| 13.4.6 | Soul acquires 100% shareholding in SOUL Telecommunications via deal with WIN |
| 13.4.7 | Sale of media assets – May 2007 |
| 13.5 | Company analyses |
| 13.5.1 | New strategic focus following media assets sale – mid 2007 |
| 13.5.2 | Soul to increase focus on consumer sector |
| 13.5.3 | Re-alignment of SME strategy – March 2007 |
| 13.5.4 | Marketing and sales strategy |
| 13.6 | Network overview |
| 13.6.1 | DSLAM network rollout |
| 13.6.2 | Soul partners with AARNet for NSW regional fibre link – June 2006 |
| 13.7 | Financial results – current |
| 13.7.1 | Half year to December 2006 |
| 13.7.2 | Full year to June 2006 |
| 13.8 | Soul products and services |
| 13.8.1 | Soul trials IPTV over ADSL2+ |
| 13.8.2 | Hosted solution in partnership with Cisco |
| 13.8.3 | Discounted VoIP service |
| 13.9 | Soul company history |
| 13.10 | B Digital Ltd |
| 13.10.1 | Company overview |
| 13.10.2 | Subsidiaries and joint ventures |
| 13.10.3 | Strategic overview and analysis – 2006 |
| 13.10.4 | Operating and subscriber results – 2006 |
| 13.10.5 | B Digital company history |
| 13.10.6 | B Digital products and services |
| 14. | UNWIRED AUSTRALIA PTY LTD |
| 14.1 | Company information |
| 14.2 | Alliances and partnerships |
| 14.2.1 | Wireless broadband alliance with Austar – July 2005 |
| 14.2.2 | Capital injection for WiMAX deployment |
| 14.2.3 | Austar, Soul and Unwired unsuccessful bid for regional funding |
| 14.2.4 | Partnership with google |
| 14.3 | Unwired’s wireless network |
| 14.4 | Network rollout |
| 14.4.1 | Sydney trials – 2002-2003 |
| 14.4.2 | Sydney launch and rollout |
| 14.4.3 | Melbourne rollout |
| 14.4.4 | Impending rollout of mobile WiMAX services |
| 14.5 | Financial results |
| 14.5.1 | Financial results – six months to December 2006 |
| 14.5.2 | Financial results (full year) 2005-2006 |
| 14.6 | Operating results |
| 14.7 | Products and services |
| 14.7.1 | Prepaid wireless access |
| 14.7.2 | Location based services |
| 14.7.3 | One-stop shop from customer homepage |
| 14.7.4 | IPTV developments |
| 14.8 | Partnerships, alliances and distributors |
| 14.8.1 | Company history |
| 15. | VODAFONE AUSTRALIA |
| 15.1 | Company information |
| 15.1.1 | Operating highlights – 2007 |
| 15.1.2 | Financial results – 2007 |
| 15.2 | The network |
| 15.2.1 | 2G network overview |
| 15.2.2 | 3G network |
| 15.2.3 | Managed service deals |
| 15.2.4 | High-Speed Downlink Packet Access (HSDPA) launch |
| 15.3 | Reselling agreements |
| 15.3.1 | MVNO agreement with Crazy John’s – July 2007 |
| 15.3.2 | Allphones |
| 15.4 | Parent company – Vodafone Group PLC |
| 15.5 | Products and services |
| 15.5.1 | Retail |
| 15.5.2 | Business |
| 15.5.3 | Mobile television |
| 15.5.4 | Converged music download service |
| 15.6 | Company history |
| 16. | GLOSSARY OF ABBREVIATIONS |
|
| Exhibit 1 – AAPT at a glance |
| Exhibit 2 – AAPT interconnect agreements with international carriers |
| Exhibit 3 – AAPT international network |
| Exhibit 4 – Amcom at a glance |
| Exhibit 5 – Amcom’s core businesses |
| Exhibit 6 – IP1 – Australia’s Perth to Brisbane network |
| Exhibit 7 – Amcom products and services |
| Exhibit 8 – Austar United Communications at a glance |
| Exhibit 9 – Commander Communications Ltd at a glance |
| Exhibit 10 – Commander activities and services |
| Exhibit 11 – Commander Communications acquisitions |
| Exhibit 12 – Volante Group Ltd product and service overview |
| Exhibit 13 – Personal Broadband Australia Pty Ltd at a glance |
| Exhibit 14 – Foxtel at a glance |
| Exhibit 15 – Hutchison Telecommunications (Australia) Ltd at a glance |
| Exhibit 16 – Hutchison spectrum acquisitions |
| Exhibit 17 – iiNet Ltd at a glance |
| Exhibit 18 – iiNet broadband speed case study, Riverton exchange South Perth – March 2006* |
| Exhibit 19 – Macquarie Telecom at a glance |
| Exhibit 20 – Macquarie Telecom data network PoPs |
| Exhibit 21 – Nextgen Networks Pty Ltd at a glance |
| Exhibit 22 – Nextgen’s VPLS network |
| Exhibit 23 – Nextgen network distances and construction dates |
| Exhibit 24 – People Telecom Ltd at a glance |
| Exhibit 25 – PowerTel Ltd at a glance |
| Exhibit 26 – Primus Telecommunications Australia at a glance |
| Exhibit 27 – The Primus network |
| Exhibit 28 – Soul at a glance |
| Exhibit 29 – SP Telemedia (Soul) – entities within the Group |
| Exhibit 30 – B Digital Ltd at a glance |
| Exhibit 31 – Unwired Australia Pty Ltd at a glance |
| Exhibit 32 – Vodafone Australia at a glance |
|
| Table 1 – AAPT consumer – Internet and broadband subscribers – 2005 - 2007 |
| Table 2 – AAPT consumer – fixed line, full service and bundled customers – 2005 - 2006 |
| Table 3 – AAPT business customers – 2005 - 2006 |
| Table 4 – Amcom customer breakdown |
| Table 5 – Amnet DSL customers – 2004 - 2006 |
| Table 6 – Amcom business segments |
| Table 7 – Amcom half year results and annual change – 2006* |
| Table 8 – Amcom operating revenue and annual change – 2000 - 2007 |
| Table 9 – Amcom EBITDA and annual change – 2005 - 2006 |
| Table 10 – Amcom NPAT and annual change – 2004 - 2006 |
| Table 11 – Amcom half year results and annual change – 2004 - 2005 |
| Table 12 – Austar Pay TV subscribers and annual change – 1996 - 2007 |
| Table 13 – Austar Pay TV subscribers – 2006 - 2007 |
| Table 14 – Austar mobile subscribers and dial-up Internet subscribers – 2005 - 2006 |
| Table 15 – Austar revenue and annual change – 1996 - 2007 |
| Table 16 – Austar ARPU – 2004 - 2006 |
| Table 17 – Commander revenue and annual change – 2001 - 2007 |
| Table 18 – Foxtel direct subscribers (excludes Optus wholesale subscribers) – 1995 - 2007 |
| Table 19 – Foxtel subscribers – Foxtel and wholesale – 2002 - 2006 |
| Table 20 –Foxtel subscribers – Foxtel and wholesale – annual change – 2003 - 2006 |
| Table 21 – Foxtel iQ DVR subscribers – 2006 - 2007 |
| Table 22 – Percentage of digital pay TV subscribers – 2004 - 2006 |
| Table 23 – Foxtel subscriber churn rate – 2002 - 2006 |
| Table 24 – Foxtel subscriber churn rate by customer category – 2006 |
| Table 25 – Foxtel revenue and annual change – 1998 - 2007 |
| Table 26 –Hutchison operating revenue and annual change – 1997 - 2007 |
| Table 27 –Hutchison key financial results – 2004 - 2006 |
| Table 28 – Hutchison overall customers and annual change – 1999 - 2007* |
| Table 29– Hutchison customers by division – 2003 - 2006* |
| Table 30 –Hutchison 3G ARPU per month – December 2006 |
| Table 31 –Hutchison non-voice ARPU per month – 2004 - 2006 |
| Table 32 –Hutchison average margin and acquisition cost per customer – 2004 - 2006 |
| Table 33 – DSLAM port cost versus wholesale DSL price – May 2007 |
| Table 34 – iiNet total revenue and annual change – 1997 - 2007 |
| Table 35 – iiNet EBITDA and annual change – 2001 - 2006 |
| Table 36 – iiNet total net profit – 2005 - 2006 |
| Table 37 – iiNet revenue by region (Australia and New Zealand) – 2005 - 2006 |
| Table 38 – iiNet profit before tax by region (Australia and New Zealand) – 2005 - 2006 |
| Table 39 – iiNet operating results and annual change – half year to December – 2004 - 2005 |
| Table 40 – iiNet active subscribers – 1997 - 2006 |
| Table 41 – iiNet broadband subscribers – 2005 - 2007 |
| Table 42 – Macquarie revenue, revenue mix and annual change – Dec 2005 – Dec 2006 |
| Table 43 – People Telecom total customer base – 2005 - 2006 |
| Table 44 – People Telecom active service numbers by product – May 2007 |
| Table 45 – People Telecom customer base by market segment – May 2007 |
| Table 46 – People Telecom revenue and annual change by division – full year to June 2006 |
| Table 47 – People Telecom revenue and annual change – 2002 - 2007 |
| Table 48 – People Telecom revenue and annual change by division – half year to December 2005 |
| Table 49 – People Telecom pro-forma revenue and annual change – 2002 - 2006 |
| Table 50 – PowerTel revenue and annual change – 1995 - 2007 |
| Table 51 – PowerTel net profit/(loss) – 2004 - 2006 |
| Table 52 – PowerTel EBITDA – 2004 - 2006 |
| Table 53 – PowerTel service revenue mix – 2004 - 2006 |
| Table 54 – PowerTel revenue mix – channels to market – 2004 - 2006 |
| Table 55 – PowerTel broadband DSL retail subscribers – 2002 - 2007 |
| Table 56 – Primus revenue and annual change – 1996 - 2007 |
| Table 57 – Primus DSL customers – 2005 - 2006 |
| Table 58 – Primus total customers and Internet customers – 2005 |
| Table 59 – Primus DSLAM broadband and voice bundled customers – 2005 - 2006 |
| Table 60 – SOUL company structure by operating division |
| Table 61 – Soul revenue overview – 2001 - 2006 |
| Table 62 – B digital customers by service – 2005 - 2006 |
| Table 63 – B digital key business metrics – 2005 - 2006 |
| Table 64 – Unwired operating revenue – 2002 - 2007* |
| Table 65 – Unwired net loss – 2004 - 2006 |
| Table 66 – Unwired wireless broadband subscribers – 2004 - 2007 |
| Table 67 – Unwired monthly ARPU to June 2005 |
| Table 68 – Unwired customer breakdown by speed of connection – 2005 |
| Table 69 – Vodafone direct mobile subscribers (excludes MVNO), annual change and market share – 1996 - 2008* |
| Table 70 – Vodafone total mobile subscribers (includes MVNO) – 2006 – 2007* |
| Table 71 – Vodafone total voice minutes – 2005 - 2007* |
| Table 72 – Vodafone revenue and annual change – 1996 - 2008 |
| Table 73 – Vodafone monthly prepaid/postpaid/blended ARPU – 2004 - 2007 |
|