Australia - Mobile Communications - Revenue Overview and Statistics

Synopsis

Total mobile services revenue earned by the major mobile operators in the financial year to 2009 surged surprisingly despite difficult broader economic conditions in Australia. The industry as a whole earned around $14.3 billion in revenue from mobile services - a growth rate of nearly 10% year-on-year. Between 2010 and 2012 revenue growth is expected to be influenced by the following three major factors. The broader economic environment is perhaps the largest influence and economic growth in 2011 and 2012 could well be subdued in Australia. Revenue growth will also be impacted because of price competition, especially in light of the merger between Vodafone and Hutchison (3) in Australia to form VHA. The extent to which new telephony services are developed will influence the pace of revenue growth. In the financial year 2009 Telstra earned more than $6 billion in revenue from mobile services and Optus earned more than $4 billion for the first time. Vodafone Australia earned just under $2.5 billion and Hutchison just over $1.5 billion. In 2009 the merger between Vodafone and Hutchison in Australia will create a company with mobile services revenue approximately 5% lower than its nearest rival Optus. This will create an interesting market dynamic for the first time in Australia as VHA may aspire to a gaining market share at the expense of Optus. This report provides analysis of high-level revenue, market shares and revenue growth, as well as revenue earned from mobile voice and mobile data services. In addition, this report includes selected additional statistical data relating to prepaid and post-paid revenue and average revenue per user for mobile voice and data services.

Table of Contents

• 1. Synopsis
  
• 2. Statistical sources
  
• 3. Total mobile services revenue and forecasts
  
• 4. Operator statistics
  
  • 4.1 Revenue per major operator
    
  • 4.2 Revenue growth
    
  • 4.3 Revenue share
    
  • 4.4 Revenue by service
    
    • 4.4.1 Mobile voice
      
    • 4.4.2 Mobile data
      
  • 4.5 Average revenue per user (ARPU)
    
    • 4.5.1 Blended ARPU
      
    • 4.5.2 Prepaid and Postpaid ARPU
      
    • 4.5.3 Selected mobile data ARPU
      
    • 4.5.4 Telstra 2G and 3G ARPU
      
• 5. Related reports
  

• Table 1 – Total mobile services market revenue and annual change – 1993 - 2012
• Table 2 – Mobile services market revenue per major operator – 1994 - 2012
• Table 3 – Annual change of mobile services market per major operator – 1994 - 2012
• Table 4 – Mobile services revenue share per major operator – 2000 – 2012
• Table 5 – Estimated proportion of mobile service revenue from voice and data – 2007 - 2010
• Table 6 – Total mobile voice revenue per major operator – 2007 - 2010
• Table 7 – Mobile voice revenue per major operator as a proportion of total mobile services revenue – 2007 - 2010
• Table 8 – Total mobile data revenue per major operator – 2007 - 2010
• Table 9 – Growth mobile data revenue per major operator – 2008 - 2010
• Table 10 – Total mobile messaging revenue per major operator – 2007 - 2010
• Table 11 – Total mobile data (non messaging) revenue per major operator – 2007 - 2010
• Table 12 – Growth in mobile data (non-messaging) revenue per major operator – 2008 - 2010
• Table 13 – Blended ARPU per month per major operator – 2000 - 2009
• Table 14 – Blended ARPU per month per major operator – annual change – 2004 - 2009
• Table 15 – Postpaid ARPU per month – Telstra, Optus and Vodafone – 2004 - 2009
• Table 16 – Prepaid ARPU per month – Telstra, Optus and Vodafone – 2004 - 2009
• Table 17 – Mobile data ARPU per month – Telstra and Hutchison – 2004 - 2009
• Table 18 – 2G versus 3G subscriber ARPU per month – Telstra – 2006 - 2009