Australia - Telco Company Profiles - 2nd-tier - Analysis, Revenue and Market Shares 2011

Last updated: 10 Oct 2011 Update History

Report Status: Archived

Report Pages: 21

Analyst: Paul Budde

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Summary
Table Of Contents

Synopsis

Telecommunications regulatory reform will continue to feature into 2012 as the Telecommunications Consumer Protection (TCP) Code will see the power of pricing and usage monitoring become easier for consumers, with service providers possibly being overseen by the regulators. The other major feature will be the new regulations governing the transition period between now and the arrival of the NBN. Subsequently other smaller and niche market operators will look for opportunities to gain a greater market share of the telecommunications revenue streams to shore up their returns.

The second-tier market is making gains in broadband and they are gearing up for IPTV which will then be bundled into their other product offerings. Although the bundled market often sees overall revenues fall but it generally maintains a higher ARPU. Also in 2012 further consolidation is expected.

While the fixed-voice market revenue declines in the second-tier market so too are mobile and broadband revenues. Falling revenue reflects increased bundle value as well as consumers moving away from fixed-voice services, but it may also be a symptom of increased reliance on VoIP-based and naked DSL platforms in the second-tier market. Nevertheless, overall revenues in second-tier mobile services and data services (including internet access) continue to show growth.

In this report we provide an overview of some of the bigger 2nd-tier market players with key revenue figures for the market with brief financial and operational overview on the companies with analysis and data provided in several formats including easy-to-read charts and tables.

Companies mentioned

Companies mentioned in this report include – Vodafone, 3, VHA, Optus, Telstra, NBN Co, Exetel, Dodo, iiNet, TPG, Macquarie Telecom, Pipe Networks, Amcom, Internode.

Hot topics and technologies mentioned

Hot topics and technologies mentioned in this report include – ARPU, Naked DSL, revenue, NBN, mobile, regulations.

1. Synopsis
2. Overview of second-tier telecommunications market
- 2.1 Background information
- 2.2 Telecoms competition carnage in 2012?
3. Industry analysis
- 3.1 Introduction
- 3.2 Transition of the telecoms industry
- 3.3 Second tier moving to the NBN
4. Competition and regulations
- 4.1 The NBN wholesale and POI debate
- 4.2 End-user prices – key to success
- 4.3 Early indications of pricing
- 4.4 Regulatory reforms for the transition period
- 4.5 Regulatory instruments – analysis
- 4.6 Choices to be made
5. Major second-tier firms
- 5.1 Update on Vodafone merger – late-2011
  - 5.1.1 Overview
  - 5.1.2 3 morphs to Vodafone
- 5.2 iiNet
  - 5.2.1 Overview
  - 5.2.2 Analysis of iiNet
- 5.3 M2 continues to grow
  - 5.3.1 Overview
  - 5.3.2 Analysis of M2
- 5.4 Analysis of Macquarie Telecom
- 5.5 Expanding TPG
  - 5.5.1 Analysis of TPG Telecom
- 5.6 Amcom
  - 5.6.1 Overview
- 5.7 Dodo
  - 5.7.1 Company information
  - 5.7.2 Overview
  - 5.7.3 Analysis of Dodo
6. Service revenues and market shares
- 6.1 Total market by major service
- 6.2 Total market by major players
7. Related reports

Table 1 – Broadband uptake scenario forecasts – 2015; 2020
Table 2 – Dodo subscribers by market segment – 2010 - 2011
Table 3 – Selected second-tier telco revenues by service – 2003 - 2011
Table 4 – Selected second-tier telco revenues by service – annual change – 2004 - 2011
Table 5 – Second-tier telcos – revenue by provider – 2008 - 2011
Table 6 – Second-tier telcos – revenue by major provider – annual change – 2008 - 2011
Table 7 – Second-tier telcos – revenue by major provider – relative market shares – 2008 - 2011
Table 8 – Second-tier telcos – revenue by provider (historic) – 2004 - 2007
Table 9 – Second-tier telcos – revenue by major provider (historic) – relative market shares – 2004 - 2007

Chart 1 – Dodo percentage of subscribers by market segment – 2011
Chart 2 – Selected second-tier telco revenues by service – 2003 -2011
Chart 3 – Selected second-tier telcos – revenue – 2010 - 2011

Exhibit 1 – Dodo at a glance – 2011

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