TPG Telecom Limited

Synopsis

TPG Telecom Limited is a provider of IP telecommunications and multimedia services in the Australian marketplace. Services including voice, internet and data solutions are provided to a customer base ranging from the consumer market through to small and medium enterprises, corporate and government sectors. The company now also owns the PIPE network infrastructure that includes the third largest domestic dark-fibre operation and the submarine cable network to Guam, Asia and the United States.

The company has the largest data network and voice network after Telstra, the largest fully converged voice, video and data IP-based access network in regional Australia, and the largest voice-enabled IP network. IPTV is included with ADSL2 packages and available at most TPG exchanges throughout mainland Australia. After several years of niche market IPTV trials, the company is set to launch broader IPTV services bundled in attractive packages.

By late 2011 the company has close to 400 ADSL2 enabled exchanges after the expansion plans from 2009/10 have come to fruition.

In this report we provide an overview of the company with analysis, operational and financial information and statistics in tabular and easy-to-read chart formats.

Companies mentioned

Companies mentioned in this report include – Soul, Pipe, IntraPower, iiNet, Optus.

Hot topics and technologies mentioned

Hot topic and technology mentions in this report include – NBN, ARPU, IPTV, VoIP, VoBB, DVB, cloud computing, fibre networks.

Table of Contents

• 1. Synopsis
• 2. Company information
  • 2.1 Overview
• 3. Analysis – September 2011
• 4. Latest Developments
  • 4.1 TPG offers low cost mobile broadband
  • 4.2 TPG moves into the cloud
• 5. Company divisional overview
  • 5.1 Company structure
  • 5.2 Soul Pattinson Telecommunications (Soul)
• 6. Network
  • 6.1 Overview
  • 6.2 PIPE Networks
  • 6.3 IPTV trials continuing over ADSL2+
• 7. Company results
  • 7.1 Year ending July 2011
    • 7.1.1 Financial data
    • 7.1.2 Operating data
  • 7.2 Year ending July 2010
    • 7.2.1 Overview
    • 7.2.2 Financial statistics
  • 7.3 Year ending July 2009
    • 7.3.1 Overview
• 8. Products and services
  • 8.1 Residential services
  • 8.2 Business and wholesale services
• 9. Company history
  • 9.1 Brief timeline – 1999 - 2011
• 10. Related reports

• Table 1 – TPG revenue overview – 2007 - 2011
• Table 2 – TPG – revenue breakdown by segment – 2010 - 2011
• Table 3 – TPG – key financial metrics overview – 2007 - 2011
• Table 4 – TPG – broadband ARPU – 2009 - 2011
• Table 5 – TPG – broadband subscribers – 2008 - 2011
• Table 6 – TPG – home phone subscribers – 2009 - 2011
• Table 7 – TPG – mobile subscribers – 2009 - 2011
• Table 8 – TPG Telecom – revenue overview (historical) – 2001 - 2007

• Chart 1 – TPG – revenue by market segment – 2011
• Chart 2 – TPG key financial statistics overview – 2007 - 2011
• Chart 3 – TPG on-net versus off-net broadband subscribers – 2007 - 2011
• Chart 4 – Soul versus TPG mobile subscribers – 2008 - 2011
• Chart 5 – TPG share price trending – 2010 -2011
• Chart 6 – TPG long term share price trending – 2007 -2011

• Exhibit 1 – TPG Telecom Limited (TPG) at a glance
• Exhibit 2 – TPG Telecom – entities within the group