2007 Australia - Telco Company Profiles - Telstra and Optus

Last updated: 21 Aug 2007 Update History

Report Status: Archived

Report Pages: 118

Analyst: Stephen McNamara

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Summary
Table Of Contents

Publication Overview

For those needing detailed overviews and statistics as well as objective analysis on all aspects of Telstra and Optus, this report provides essential reading and gives in-depth information on:

Company overviews and structure;
Major divisions and subsidiaries;
Financial and operating statistics;
Marketing and financial analyses and strategic overviews;
Network overviews.

Executive Summary

Telstra

Telstra is Australia’s largest telecommunications provider offering a full range of telecom >services throughout Australia including: basic access services to most homes and businesses, local and long-distance telephone call services, mobile and Internet services.

This report includes a brief overview of Telstra’s main areas of operation as well as key operating and financial statistics in areas such as mobile, broadband, local access and pay TV; a wide range of analyses cover topics such as corporate strategies, broadband and international issues.

Detailed overviews of Telstra’s major subsidiaries include Telstra Country Wide and Sensis. For more information, see chapter 1.6, page 39.

Sensis is Telstra’s advertising subsidiary and Australia’s leading information resource. For more information, see chapter 1.5, page 30.

Optus

Optus provides a range of communications services including mobile, national and long distance services, business network services, broadband and satellite services and pay TV.

This report gives an overview of the main divisions within Optus including: Consumer and Multimedia, Mobile, Business and Wholesale.

A breakdown of key operating and financial statistics is provided for sectors including Internet, Broadband, voice services, mobile and pay TV. Financial and marketing analyses cover topics such as corporate strategies, broadband and mobile. For more information, see chapter 2.1, page 42.

A detailed overview of Optus’ network is also provided as well as overviews of Optus’ major subsidiaries including Uecomm and Virgin Mobile. For more information, see chapter2.5, page 87.

Key highlights

Telstra

For the six months to December 2006, overall sales revenue increased by 2% and EBITDA dropped by 7%.
By 2007 Sensis claimed to have 14% of the Australian main media market and over 20% of the online ad market.
In comparison with its international peers, Telstra is not yet tapping into new revenue streams like triple play, IPTV and VoIP.
The company is still however one of the best-placed telcos in the world to profit from the new developments in digital media.

Optus

With a large proportion of its total revenue attributed to mobile, Optus is starting to feel the pinch of a mobile market that has almost reached the point of saturation.
Legacy voice products dropped in its 2006/07 annual results as expected, but what was of most concern, was the extent of that fall.
With the OPEL network proposal we are at last seeing real initiative and innovation from Optus.
If the network is successfully implemented, it gives Optus the opportunity to make real inroads into Telstra’s market share in the broadband market.

2nd Tier Telcos are covered in a separate report.

Data in this report is the latest available at the time of preparation and may not be for the current year.


1.	TELSTRA CORPORATION LIMITED
1.1	Company overview
1.1.1	Telstra’s revised strategic plan
1.1.2	Telstra’s ADSL network
1.1.3	Operating statistics
1.1.4	Controlled and associated entities
1.1.5	Strategic business units
1.2	Financial statistics
1.2.1	Results for year ending June 2007
1.2.2	Results for half year ending December 2006
1.3	Corporate strategies analysis – 2007
1.3.1	Telstra is fuelling the competition
1.3.2	Analyses of Telstra’s 2007 financial Results
1.3.3	Telstra fails to grapple with the all-important IT developments
1.3.4	Telstra business and competition options
1.3.5	Now what Telstra?
1.3.6	Telstra’s impressive NEX IP network
1.3.7	We told you Telstra was bluffing
1.3.8	Telstra moving towards VDSL
1.3.9	Telstra is going strong
1.3.10	Telstra on board re national interest issue
1.3.11	Telstra, the all-powerful
1.3.12	It’s up to you, Sol
1.3.13	The Telstra ADSL2+ puzzle
1.4	Off shore analysis
1.4.1	Telstra gains controlling stake in Chinese website SouFun.com
1.4.2	Telstra targets India and Malaysia for regional operations expansion
1.5	Telstra – Sensis Pty Ltd
1.5.1	Company information
1.5.2	Market and usage statistics
1.5.3	Company analysis
1.5.4	Sensis gains controlling stake in Chinese website SouFun.com
1.5.5	Financial results – 2007
1.5.6	Financial results – 2006
1.5.7	Products and services
1.5.8	Company history
1.6	Telstra – Country Wide
1.6.1	Latest developments
1.6.2	Key statistics – 2006
2.	OPTUS
2.1	Company overview and operating statistics
2.1.1	Introduction
2.1.2	Network overview
2.1.3	Business strategy
2.1.4	Financial highlights – 2007
2.1.5	Consumer and Multimedia Division
2.1.6	Internet and broadband services
2.1.7	Pay TV services
2.1.8	Mobile services division
2.1.9	Company history
2.1.10	Business and wholesale
2.1.11	Resellers
2.2	Financial statistics
2.2.1	Financial results for year 2006 - 2007
2.2.2	Financial results for year 2005 - 2006
2.3	The network
2.3.1	Infrastructure overview
2.3.2	Customer Access Network (CAN), HFC network
2.3.3	Fixed networks
2.3.4	Core network
2.3.5	Mobile network
2.3.6	Fibre access network
2.3.7	Wireless networks
2.3.8	NGN overview
2.3.9	ADSL, ADSL2+ DSLAM network
2.3.10	VoIP network
2.3.11	Satellite networks
2.4	Financial and marketing – analysis
2.4.1	OPEL network gives Optus real market opportunity
2.4.2	Steady but uninspiring performance from Optus – May 2007
2.4.3	Financial and marketing overview – 2006
2.4.4	Will Optus be able to regain lost broadband ground?
2.5	Uecomm Limited
2.5.1	Company information
2.5.2	Network
2.5.3	Products and services
2.5.4	Company history
2.6	Virgin Mobile Australia
2.6.1	Company information
2.6.2	Company re-alignments
2.6.3	Strategy overview
2.6.4	Operating statistics
2.6.5	Company analysis
2.6.6	Financial results – historical
2.6.7	Products and services
2.6.8	Company history
3.	GLOSSARY OF ABBREVIATIONS

Exhibit 1 – Telstra Corporation Ltd at a glance
Exhibit 2 – Telstra’s NGN planned implementation time-line
Exhibit 3 – Telstra-controlled entities (Australia)
Exhibit 4 – Telstra-controlled entities (offshore)
Exhibit 5 – Telstra associated companies (Australia)
Exhibit 6 – Sensis Pty Ltd at a glance
Exhibit 7 – Key products and services
Exhibit 8 – Channel distribution statistics – 2006
Exhibit 9 – Telstra Country Wide key statistics – 2006
Exhibit 10 – The SingTel Optus network
Exhibit 11 – Optus Television services at a glance
Exhibit 12 – Optus 3G network coverage and rollout – 2005 - 2007
Exhibit 13 – HFC network status
Exhibit 14 – Uecomm Ltd at a glance
Exhibit 15 – Virgin Mobile Australia at a glance

Table 1 – Statistical overview (calls/subscribers/networks) – year ending June – 2003 - 2007
Table 2 – Statistical overview (calls/subscribers/networks) – annual change – 2004 - 2007
Table 3 – Statistical overview (calls/subscribers/networks) and annual change – half year ending – Dec 2005 - 2006
Table 4 – Telstra Group total revenue and annual change – 1994 - 2009
Table 5 – Telstra Group sales revenue, EBITDA, EBIT and net profit – 2002 - 2007
Table 6 – Telstra Group sales revenue, EBITDA, EBIT and net profit – annual change – 2002 - 2007
Table 7 – Telstra Group revenue by segment and annual change – 2006 - 2007
Table 8 – Telstra Group EBIT by segment and annual change – 2006 - 2007
Table 9 – Telstra Group revenue by service and annual change – 2006 - 2007
Table 10 – Telstra fixed telephony revenue and annual change – 2006 - 2007
Table 11 – Telstra PSTN products revenue and annual change – 2006 - 2007
Table 12 – Telstra mobile revenue and annual change– 2006 - 2007
Table 13 – Telstra Internet & IP solutions revenue and annual change – 2006 - 2007
Table 14 – Telstra specialised data revenue and annual change – 2006 - 2007
Table 15 – Telstra ISDN revenue – 2006 - 2007
Table 16 – Telstra business services and applications revenue and annual change – 2006 - 2007
Table 17 – Telstra – offshore controlled entities revenue and annual change – 2006 - 2007
Table 18 – Sensis financial summary and annual change – 2006 - 2007
Table 19 – Sensis revenue by operating division – 2006 - 2007
Table 20 – Telstra overall financial results and annual change, six months to December – 2005 - 2006
Table 21 – Telstra segment revenue and annual change, six months to December – 2005 - 2006
Table 22 – Telstra operating revenues and annual change, six months to December – 2005 - 2006
Table 23 – Telstra operating revenue, fixed telephony and annual change, six months to December – 2005 - 2006
Table 24 – Telstra operating revenue, mobiles and annual change, six months to December – 2005 - 2006
Table 25 – Telstra operating revenue, Internet and annual change, six months to December – 2005 - 2006
Table 26 – Telstra operating revenue, IP & data access and annual change, six months to December – 2005 - 2006
Table 27 – Telstra operating revenue, other and annual change, six months to December – 2005 - 2006
Table 28 – Telstra (Foxtel) – pay TV bundling revenue, subscribers and annual change, six months to December – 2005 - 2006
Table 29 – Advertising Reach – 2006
Table 30 – Revenue and annual change and annual change – 1998 - 2008
Table 31 – Sensis financial summary and annual change – 2006 - 2007
Table 32 – Sensis revenue by operating division – 2006 - 2007
Table 33 – Revenue and annual change and annual change – 1998 - 2007
Table 34 – Sensis financial summary and annual change – June 2006
Table 35 – Optus – network operating statistics and annual change – 2006 - 2007
Table 36 – Optus – overall operating revenue summary and annual change – 1994 - 2008
Table 37 – Operating revenue by operating division and annual change – 2006 - 2007
Table 38 – Operational EBITDA and annual change by operating division – 2006 - 2007
Table 39 – Optus revenue and annual change by service major division – 2006 - 2007
Table 40 – Optus consumer – telephony statistics – 2006 - 2007
Table 41 – Optus off-network voice customers and annual change – 2005 - 2007
Table 42 – Optus HFC customers – 2005 - 2007
Table 43 – Key operating statistics Optus Consumer and Multimedia – 2002 - 2007
Table 44 – Optus Consumer and SMB Fixed key statistics – half year to 30 Sept 2005 - 2006
Table 45 – Optus consumer – Internet statistics – 2006 - 2007
Table 46 – Optus broadband and Internet subscribers and annual change – 2005 - 2007
Table 47 – Internet and broadband subscribers and annual change – 1996 - 2007
Table 48 – Optus pay TV subscribers – 1995 - 2007
Table 49 – Optus Mobile subscribers, annual change, market share and prepaid ratio – 1998 - 2006
Table 50 – Optus Mobile key operating statistics and annual change – 2005 - 2007
Table 51 – Optus Mobile ARPU statistics – 2005 - 2007
Table 52 – Optus mobile data market growth by application – March 2005 - 2006
Table 53 – Market share of mobile data market by operator – March 2006
Table 54 – Optus – mobile data market growth by application – 2005 - 2006
Table 55 – Optus Mobile key statistics – half year to 30 Sept 2005 - 2006
Table 56 – Optus – overall operating revenue summary and annual change – 1994 - 2008
Table 57 – Optus revenue by service major division and annual change – 2006 - 2007
Table 58 – Optus revenue by major and minor service category and annual change – 2006 - 2007
Table 59 – Operating revenue by operating division and annual change – 2006 - 2007
Table 60 – Operational EBITDA by operating division and annual change – 2006 - 2007
Table 61 – Mobile revenue – 2006 - 2007
Table 62 – Business and Wholesale fixed revenue by service & annual change – 2006 - 2007
Table 63 – Consumer and SMB fixed revenue by service & annual change – 2006 - 2007
Table 64 – SingTel Optus financial data ($ million) – September 2005 - 2006
Table 65 – Optus financial data by division – half year to 30 Sept 2005 - 2006
Table 66 – Optus Mobile division revenue – half year to 30 Sept 2005 - 2006
Table 67 – Optus Business & Wholesale Fixed financial data – half year to 30 Sept 2005 - 2006
Table 68 – Optus Consumer and SMB fixed financial data – half year to 30 Sept 2005 - 2006
Table 69 – Profit/loss before tax and abnormal items – 1994 - 2006
Table 70 – Revenue by service division and annual change – 2004 - 2006
Table 71 – Operational EBITDA by service division and percentage change – 2005 - 2006
Table 72 – Mobile division revenue by service and percentage change – 2005 - 2006
Table 73 – Business and Wholesale divisions – revenue by service & annual change – 2005 - 2006
Table 74 – Consumer and multimedia division revenue by service and annual change – 2005 - 2006
Table 75 – Optus revenue by major service division and annual change – 2006 - 2007
Table 76 – Optus revenue by major and minor service category and annual change – 2006 - 2007
Table 77 – Forecast Optus revenue by service division – high growth scenario – 2006 - 2010
Table 78 – Forecast Optus annual growth by service division – high growth scenario – 2007 - 2010
Table 79 – Forecast Optus revenue by service division – low growth scenario – 2006 - 2010
Table 80 – Forecast Optus annual growth by service division – low growth scenario – 2007 - 2010
Table 81 – Optus overall operating revenue and annual change – 2000 - 2006
Table 82 – Optus revenue breakdown by operating division – 2005 - 2006
Table 83 – Optus revenue performance by operating division – 2005 - 2006
Table 84 – Optus revenue by divisional service category and annual change – 2005 - 2006
Table 85 – Optus revenue breakdown and performance by service division and annual change – 2005 - 2006
Table 86 – Optus revenue performance by service division – 2005 - 2006
Table 87 – Optus Mobile ARPU statistics and annual change – 2005 - 2006
Table 88 – Optus Mobile top line operating statistics and annual change – 2005 - 2006
Table 89 – Optus broadband and Internet subscribers and annual change – 2005 - 2006
Table 90 – Optus percentage breakdown of broadband subscribers by access type – 2005 - 2006
Table 91 – Optus Internet revenue by divisional service category & annual change – 2005 - 2006
Table 92 – Optus voice revenue by divisional service category & annual change – 2005 - 2006
Table 93 – Operating revenue and annual change – 1999 - 2005
Table 94 – Virgin Mobile Australia subscribers and annual change – 2000 - 2007
Table 95 – Virgin mobile revenue and annual change – 2003 - 2005*

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