2018 Australia - Telco Company Profiles

Last updated: 7 Nov 2018 Update History

Report Status: Archived

Report Pages: 151

Analyst: Sebastien De Rosbo

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Summary
Table Of Contents

Publication Overview

This report provides overviews, analyses and statistics on Australian telcos including : Telstra, Optus, Vodafone Australia, TPG, iiNet, Vocus and Macquarie Telecom including key operating and financial data.

Researcher:- Phil Harpur
Current publication date:- November 2018 (24th Edition)

Executive Summary

Australia’s mobile network market is set for a major shakeup

This report provides a comprehensive overview of the major fixed broadband service providers in Australia: Telstra, Optus, Vocus, TPG, Macquarie Telecom and Vodafone Australia.

Telstra is Australia’s largest telecommunications provider offering a full range of telecom services throughout Australia. Telstra’s mobile network is well-positioned to offer superior services to those offered by the NBN company. Furthermore, through its national Wi-Fi and fibre backbone networks it can rapidly offload any heavy broadband traffic from its mobile network onto its fibre backbone.

Optus is Australia’s second-largest telecommunications carrier and second-largest mobile operator. The market position of Optus has not changed all that much over the years. It has been the number two telco in the Australian market since its inception over twenty years ago.

In Australia TPG 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. TPG is set to become the fourth Mobile Network Operator in Australia.

Vocus is a telecommunications provider offering a range of ICT solutions for ISPs, Telcos and enterprises across Australia and New Zealand including broadband, fibre, data centre services, and Unified Communications. Vocus merged with M2 Communications and acquired Amcom. While the TPG/iiNet merger brought two similar companies together, and as such potentially reduced the number of players in the market, the Vocus/M2 merger brought two different companies together – one operating in the business market and one operating in the retail market.

The Australian mobile market is dominated by the three major mobile network operators Telstra, Optus, and Vodafone (VHA). These have been able to offer LTE services on a wholesale basis thus encouraging growth in the LTE sector.

There is also a significant number of Mobile Virtual Network Operators (MVNO) in Australia:

These companies purchase wholesale mobile services from the MNOs, provide services under their own brand and typically provide their own billing and customer care.
Key MVNOs in Australia include Amaysim, Kogan Mobile, Aldi Mobile, Ovo Mobile, Boost Mobile, Lebara Mobile and Virgin Mobile.

MVNO Amaysim recently launched NBN products, however in late 2018 Amaysim sold its fixed line broadband customer base to regional telecommunications operator Southern Phone. The transaction will enable the company to simplify its operating structure, defend and grow its core mobile and energy businesses, and invest in its technology platforms.

Mobile broadband usage continues to grow strongly, a trend which will continue in the wake of the marketing of a wide range of affordable and more capable devices, and of LTE population coverage which by 2018 had reached about 98%.

4.5G and 5G are the new frontiers linked to wearable device communications and other IoT and M2M activities. Telstra clearly has both the IoT and the M2M market in its sights – the many interconnectivity aspects involved in smart energy are especially high on the company’s list.

This report evaluates the strategies and performances of the mobile network operators, including financial and operational data. It also reviews the main MVNOs and presents an industry overview as well as data and analysis on the trends and key developments in these maturing markets.

Key Developments

Vodafone began expanding its NBN fixed line service from Sydney and other major cities.
Telstra released its ‘four pillar’ strategy.
TPG is set to enter the mobile network operator sector.
4.5G and 5G are the new frontiers linked to wearable device communications and other IoT and M2M activities.
Telstra has both the IoT and M2M markets in its sights.

Key companies mentioned in this report:

Telstra, TPG Telecom, iiNet, AAPT, Pipe Networks, Soul, Comindico, Vocus, M2, Nextgen Network, Amcom, Optus, Alphawest, Virgin Mobile, Vodafone, Macquarie Telecom, PowerTel, MeU Mobile; Amaysim, Woolworths, Crazy Johns, JB HiFi, Hutchison Australia, 3, NBN, Aldi Mobile; Boost Mobile, Lebara, Kogan Mobile, Red Bull Mobile, Macquarie Telecom, Pivotel.

Phil Harpur

November 2018

Mobile network operators and MVNOs

Mobile operator ecosystem structure
Market analyses

The rise of mobile data services

Mobile Network Operators (MNOs)

Telstra
Gigabit LTE
Optus
Vodafone Hutchison Australia (VHA)

Mobile Virtual Network Operators (MVNOs)

Market definition
Market overview
Market statistics
Historical overview
Amaysim
Kogan Mobile
Aldi Mobile
Ovo Mobile
Lebara Mobile
Boost Mobile
TravelSIM
Virgin Mobile
Woolworths Mobile
MeU Mobile

Closed MVNOs

Red Bull Mobile

Mobile resellers

Background information
Resellers on the Telstra network
Resellers on the Optus network
Resellers on the Vodafone network

Fixed broadband service providers

Telstra

Company overview
Financial and operating statistics
Strategy update – 2018
Company analysis - 2017
Strategy update - 2016
Network upgrade

Optus

Company overview
Company analysis
Financial and operating statistics
Infrastructure overview
Products and services
Major subsidiaries

TPG Telecom Limited

Company overview
Company analysis
Company acquisitions
Company investments
TPG to become the fourth mobile operator in Singapore
Fibre Network
National network
Financial statistics
Operational statistics

Vocus

Overview
Company strategy update – late 2017
Company analysis
Financial results
Operations results
Acquisitions / Mergers
Network
Products and services

Macquarie Telecom

Company overview
Financial results

Vodafone

Fixed line NBN offering

Video-On-Demand (VOD) providers

Major VOD providers

Netflix
Stan
Foxtel
Telstra TV
Vodafone
FetchTV
Hayu
Hulu

List of Tables

Table 1 – Telstra Group - Top Line Annual Financial Results - 2005 – 2018
Table 2 – Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2017 – 2018
Table 3 – Telstra mobile prepaid and postpaid revenue – 2008 – 2018
Table 4 – Telstra mobile services revenue – 2009 – 2018
Table 5 – Telstra mobile ARPU - prepaid, postpaid, mobile broadband – 2004 – 2018
Table 6 – Telstra - Mobile Subscribers (millions) by prepaid, postpaid, wholesale – 2008 – 2018
Table 7 – Optus Group – Financial Results by Consumer Segment – 2014 – 2018
Table 8 – Optus mobile revenue – 2009 – 2018
Table 9 – Optus - mobile subscribers and annual change – 2005 – 2018
Table 10 – Optus -mobile pre/postpaid and mobile broadband customers (thousands) – 2008 – 2018
Table 11 – Optus mobile subscriber - Monthly ARPU – 2009 – 2018
Table 12 – Historic - Optus mobile subscribers, annual change – 1998 – 2004
Table 13 – Vodafone Australia revenue – 2009 – 2018
Table 14 – VHA Monthly ARPU – 2015 – 2018
Table 15 – Historic - HTA key metrics - 2009 – 2015
Table 16 – Historic - Monthly ARPU and by segment – 2009 – 2012
Table 17 – Historic - Vodafone Australia revenue – 1996; 1998 – 2008
Table 18 – Vodafone Australia (Group) – subscribers (millions) by type – 2009 – 2018
Table 19 – Historic - VHA MVNO customers – 2014 – 2016
Table 20 – Retail Mobile subscribers share by MNO and MVNO – 2016 – 2017
Table 21 – Historic - Retail Mobile subscribers share by MNO and MVNO – 2013 – 2015
Table 22 – Retail mobile subscriber market share by MNO and MVNO - 2015 – 2016
Table 23 – Amaysim Mobile subscribers and subscriber churn – 2015 – 2017
Table 24 – Telstra Group - Top Line Annual Financial Results - 2005 – 2017
Table 25 – Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2015 – 2017
Table 26 – Telstra Group - Revenue ($billion) by Operations Segment and Annual Change – 2015 – 2017
Table 27 – Telstra Group – Mobile Handset ARPU by prepaid, postpaid– 2016 – 2017
Table 28 – Telstra Group - Capital Expenditure - 2009 – 2017
Table 29 – Telstra - Mobile Subscribers (millions) by prepaid, postpaid – 2008 – 2017
Table 30 – Telstra broadband subscribers by sector – 2007 – 2016
Table 31 – Overview of Optus overall operating revenue summary – 2000 – 2018
Table 32 – Optus revenue – 2012 – 2018
Table 33 – Optus Group – Financial Results - Division – 2014 – 2018
Table 34 – Optus – Key Operating Statistics - 2015 – 2018
Table 35 – Historic - Optus consumer and business fixed telephony statistics – 2009 – 2017
Table 36 – Historic – Total internet subscribers (broadband and dialup) – 1996; 1998; 2000 – 2008
Table 37 – iiNet’s acquisitions – 2003 – 2014
Table 38 – TPG Revenue, EBITDA and NPAT– 2001 – 2017
Table 39 – TPG – revenue ($ million) breakdown by division – 2009 – 2017
Table 40 – TPG – consumer segment revenue ($ million) – 2016 – 2017
Table 41 – TPG – corporate segment revenue ($ million) – 2016 – 2017
Table 42 – TPG – Broadband ARPU ($/month) – 2016 – 2017
Table 43 – iiNet – Broadband ARPU ($/month) – 2016 – 2017
Table 44 – TPG consumer – revenue breakdown by market segment (consumer) – 2010 – 2016
Table 45 – TPG – Revenue by Division – 2016
Table 46 – Historic - TPG – broadband ARPU – 2009 – 2016
Table 47 – TPG – Group Broadband Subscribers (thousands) by Division– 2014 – 2017
Table 48 – TPG – Consumer Broadband Subscribers (thousands) by Product – 2014 – 2017
Table 49 – iiNet – Broadband Subscribers (thousands) by Product – 2015 – 2017
Table 50 – TPG – Group Mobile Subscribers (thousands) by Division– 2014 – 2017
Table 51 – iiNet Fixed Voice – subscribers and ARPU – 2015 – 2017
Table 52 – Historic - TPG Group – Total Subscribers, Mobile Subscribers – Jan 2016
Table 53 – Historic - TPG (only) – broadband subscribers on/off-net and bundled – 2008 – 2016
Table 54 – Historic - TPG on-net versus Soul off-net home phone subscribers, annual change – 2009 – 2015
Table 55 – Historic - TPG versus Soul mobile subscribers – 2008 – 2015
Table 56 – Vocus - Key financial parameters – 2012- 2017
Table 57 – Vocus – Revenue Split by Division – 2016 – 2017
Table 58 – Vocus – Revenue Split by Product – 2016 – 2017
Table 59 – Vocus Australia - Consumer Broadband Subscribers – 2016 – 2017
Table 60 – M2’s acquisitions – 2005 – 2015
Table 61 – Macquarie key financial indicators – 2008 – 2017
Table 62 –Macquarie revenue by division- revenue $ (million)– 2015 – 2017
Table 63 – Total number of Fetch TV subscribers 2012 – 2016

List of Charts

Chart 1 – Optus - mobile subscribers and annual change – 2001 – 2018
Chart 2 – Overall Optus overall operating revenue and annual change – 2000 – 2018

List of Exhibits

Exhibit 1 – MVNO models
Exhibit 2 – Australian MVNOs Mobile carriers – 2018
Exhibit 3 – Mobile carriers and selected resellers and MVNEs
Exhibit 4 – TPG – Competitive Analysis Profile – Highlights
Exhibit 5 – TPG – Competitive Analysis Profile

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2018 Australia - Telco Company Profiles

Purchase this Report

Australia’s mobile network market is set for a major shakeup

Key Developments

Key companies mentioned in this report:

Mobile network operators and MVNOs

Fixed broadband service providers

Video-On-Demand (VOD) providers

Purchase this Report

Share this Report

TMT Intelligence

A platform to scale your intelligence tasks

Research Methodology

Hot Topics

News & Views