Australia - Mobile Communications - Revenue Overview and Statistics

Synopsis

Total mobile services revenue earned by the major mobile operators in the 2010/11 financial years has continued to grow, but at a slower rate than the growth seen in the last years of the previous decade. This may reflect price competition from the Vodafone business, the effect of increased competition from MVNOs and the effect that a saturated market and competition can provide.

The industry as a whole earned around $17.5 billion in revenue from mobile services by mid-2011 – a growth rate of just over 4% year-on-year. Mobile services now represent considerably more than 50% of overall industry revenues in Australia. Between 2011-2012 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 into late 2011 and 2012 could well be subdued in Australia.

Revenue growth will also be impacted because of increased price competition, the MVNOs and Vodafone. New telephony services including the LTE will also influence the pace of revenue growth. However, it is also possible that strong adoption of new smartphones and data devices could drive continued growth, particularly in data services, which may offset other factors.

In the 2011 financial year Telstra’s total mobile revenue passed $7 billion, with Optus around $6 billion. VHA, the entity created with the merger of Vodafone and Hutchison, generated revenue close to $4.5 billion.

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 postpaid revenue and average revenue per user for selected mobile voice and data services.

Companies mentioned

Companies mentioned in this report include – SingTel, Vodafone, 3, VHA, Optus, Telstra.

Table of Contents

• 1. Synopsis
• 2. Statistical sources
• 3. Total mobile services revenue and forecasts
• 4. Operator statistics
  • 4.1 Background
  • 4.2 Revenue per major operator
  • 4.3 Revenue growth
  • 4.4 Revenue share
  • 4.5 Revenue by service
    • 4.5.1 Market overview
    • 4.5.2 Mobile voice
    • 4.5.3 Mobile data
  • 4.6 Average revenue per user (ARPU)
    • 4.6.1 Overview of ARPU
    • 4.6.2 Blended ARPU
    • 4.6.3 Historic ARPU statistics
• 5. Related reports

• Table 1 – Total mobile services market revenue and annual change – 1993 - 2012
• Table 2 – Mobile services market revenue per major operator – 1993 - 2013
• Table 3 – Annual change of mobile services market per major operator – 1994; 1997, 2000 - 2012
• Table 4 – Annual change of mobile services market per major operator – 2000 - 2013
• Table 5 – Estimated proportion of mobile service revenue from voice and data – 2007 - 2013
• Table 6 – Total mobile voice revenue per major operator – 2007 - 2012
• Table 7 – Mobile voice revenue per major operator as a proportion of total mobile services revenue – 2007 - 2013
• Table 8 – Mobile data revenue per major operator– 2007 - 2012
• Table 9 – Annual change in data revenue per major operator as a proportion of total mobile services revenue – 2008 - 2012
• Table 10 – Blended ARPU per month per major operator – 2000 - 2012
• Table 11 – Blended ARPU per month per major operator – annual change – 2004 - 2012
• Table 12 – Postpaid ARPU per month – Telstra, Optus and Vodafone – 2004 - 2010

• Chart 1 – Total mobile services market revenue and annual change – 1993 - 2013
• Chart 2 – Mobile services market revenue per major operator – 1993 - 2013
• Chart 3 – Annual change of mobile services market per major operator – 1994 - 2013
• Chart 4 – Mobile services revenue share per major operator – 2000 - 2013
• Chart 5 – Estimated proportion of mobile service revenue from voice and data – 2007 - 2013
• Chart 6 – Total mobile voice revenue per major operator – 2007 - 2013
• Chart 7 – Mobile voice revenue per major operator as a proportion of total mobile services revenue – 2007 - 2013
• Chart 8 – Total mobile data revenue per major operator – 2007 - 2012
• Chart 9 – Annual change in mobile data revenue per major operator – 2008 - 2012
• Chart 10 – Blended monthly ARPU per major operator – 2000 - 2012
• Chart 11 – Prepaid ARPU per month – Telstra, Optus and Vodafone – 2004 - 2010
• Chart 12 – Mobile data ARPU per month – Telstra and Hutchison – 2004 - 2010
• Chart 13 – 2G versus 3G subscriber ARPU per month – Telstra – 2006 - 2009