Australia - National Broadband Network - Will Australian companies seize the NBN opportunity

Telecom Investment Research Note

Synopsis

As BuddeComm has been predicting for quite some time the Australian telecoms industry will have to transform itself in the wake of the NBN. And with the national network just around the corner members of the industry have heeded this call and are well and truly on the road to making the necessary changes.

The companies most affected will be the current telcos and ISPs; and the first steps they are taking are very conservative, in line with the traditional telecom model.

While there will be room for new telco models on the NBN, this is not where the real opportunities are. This report indicates where the new opportunities lie and what is required to move into these new markets. We cover telcos, ISPs, mobile operators, Internet media and traditional media companies, as well as ICT companies involved in data centres, cloud computing and content hosting – Telstra, Optus, iiNet, Internode, TPG, HP, Macquarie Telecom, NEC and others.

Table of Contents

  • 1. Synopsis
  • 2. NBN – business opportunities beyond the infrastructure
  • 3. Do investors understand the industry transformation?
  • 4. Telstra made the first move
  • 5. Other telcos and ISPs are also moving
  • 6. Mobile profitability under threat
  • 7. What will be the profitability opportunity for the fixed telcos?
  • 8. Consolidation will reduce the number of players
  • 9. Smaller ISPs disappearing
  • 10. New NBN opportunities in ICT
  • 11. Layer 3 is where mass market competition will take place
  • 12. Internet companies: global and more of the same
    • 12.1 Market Forecasts 2015, 2020 (separate report)
    • 12.2 Telecoms 2nd-tier Market Shares (separate report)
  • 13. Related reports
  • Table 1 – Selected second-tier telco revenues by service – 2003 - 2010
  • Chart 1 – Market share size of NBN trans-sector market – 2020
  • Chart 2 – NBN services revenue share estimates by market share – 2015
  • Chart 3 – NBN services revenue share estimates by market share – 2020
  • Exhibit 1 - International NBN service

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Technologies

Broadband Fixed
Mobile & Wireless Broadband and Media
Strategies & Analyses (Industry & Markets)

Number of pages 8

Status Archived

Last updated 13 Sep 2011
Update History

Analyst: Paul Budde

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Paul owns and manages the world's largest online Telecommunications Consultancy and is very active on the international telecommunication scene. A very hard worker who is extremely well informed and well connected with all tiers of the ICT industry. He is the force behind the NBN project implementation and a catalyst for the progress of the Digital Economy between the Industry and the powers that be, in the government

Sharif Ahmed, Senior Consultant, Digisoft Microsystems

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