Australia - Industry - Wholesale Market - Moving into 2009

Synopsis

Wholesale continues to be a problem area for the industry. Margins are often extremely thin and Telstra can ruin the viability of the industry with the stroke of a pen. The ACCC has been very active in this field, but the stakes are so high that Telstra is willing to accept the risk of fines rather than make more progressive changes to the structure. By 2005, a day-to-day operational level wholesale had become a more mainstream operation. However, after the arrival of the new CEO this was largely undone in 2006. In 2008 the market went actually down. Without government intervention the situation is unlikely to change in 2009. This report also provides revenue and other industry statistics.

Table of Contents

• 1. Synopsis
• 2. Wholesale market moving into 2009
  • 2.1 Declining market
  • 2.2 No incentive for Telstra to improve conditions
  • 2.3 Wholesale customers looking for alternatives
  • 2.4 Are its wholesale customers genuine?
  • 2.5 Telstra’s cat and mouse game
  • 2.6 The name of the game – remain vertically-integrated
  • 2.7 Disrupt were necessary
  • 2.8 Wholesale remains one of the key growth markets
  • 2.9 The industry’s vision for the future
• 3. Industry developments
  • 3.1 Telstra launches wholesale ADSL2+ services
    • 3.1.1 Price of service
  • 3.2 Lack of players
  • 3.3 Optus ADSL2+ wholesale service
  • 3.4 Wholesale Industry Group (WIG)
    • 3.4.1 Wholesale Access Principle
• 4. The Regulatory wins of LLU
  • 4.1 LLU finally under way
  • 4.2 Towards fibre networks
  • 4.3 Structural Separation
• 5. Wholesale revenues in Australia
• 6. Wholesale margins
• 7. Internet peering
• 8. Key wholesale services
  • 8.1 Unconditioned Local Loop Services (ULLS)
  • 8.2 Line sharing or spectrum sharing
  • 8.3 Local Carriage Service (LCS)
  • 8.4 Unbundled Bitstream (UBS)
  • 8.5 UBS versus ULL
  • 8.6 Naked DSL
• 9. Dark fibre market
  • 9.1 Shedding light on a perishable commodity
  • 9.2 The business model
  • 9.3 Infrastructure capacity and services distinguished
  • 9.4 Australia’s market for dark fibre
  • 9.5 PIPE Networks
• 10. Related reports