Australia - Analysis Telecoms Market Late 2011

Synopsis

The industry is preparing itself for the National Broadband Network. While it will be several years before the full impact of the NBN is felt, it will also take several years to change the industry around. With or without an NBN companies will have to reorganise themselves along new markets such as infrastructure and construction; middleware such as data centres, content hosting, cloud computing, OSS/BSS; and retail.

In parallel a massive mobile broadband revolution is taking place with more than 5 million people now regularly using mobile to access broadband applications.

Industry reorganisation and repositioning is already noticeable in current market activities, where the focus from the telcos and ISPs is moving from ARPU to market share. Prices in mobile and fixed broadband have dropped significantly over the last few years as operators try to win as many customers as possible. These customer bases are becoming very valuable and more companies will want to do business with their customers through Apps and other digital services. The telcos and ISPS are positioning themselves as attractive partners for such developments.

Companies mentioned

Companies mentioned in this report include – Optus, Telstra, Vodafone.

Hot topics and technologies mentioned

Hot topics and technologies mentioned include – ARPU, revenue, NBN, mobile broadband, IPTV, social networking.

Table of Contents

• 1. Synopsis
• 2. Industry analysis
  • 2.1 Introduction
  • 2.2 The world has changed
  • 2.3 Telstra agreement is setting the scene
  • 2.4 Effects on the ISPs
  • 2.5 Wireless ISPs
  • 2.6 M&As will be on the way
  • 2.7 NBN retail pricing
  • 2.8 Penetration, not ARPU, is the key to success
• 3. Market analysis
  • 3.1 Broadband market
  • 3.2 Triple Play Market
  • 3.3 The IPTV Market
  • 3.4 Social Networks
  • 3.5 The Mobile Market
• 4. Overall size of the market

• Table 1 – Total telecoms service revenue by major provider – 2009 - 2012

• Chart 1 – Total telecoms market – retail revenue by service – 2000 - 2012