Virus impact over each market - telecom operators, government agencies and regulators' responses - revised forecasts for the next 5 years.
Last updated: 24 Oct 2011 Update History
Report Status: Archived
Report Pages: 10
Analyst: Paul Budde
As we predicted in our Telecoms Investment Research Note in October last year, Telstra’s Project New has been a great success for the company – and not just financially. For the first time since the Telstra Country Wide era in the early 2000s Telstra customers are making positive comments about its new products and the competitive prices that the company is putting out in the market.
In the final analysis telecoms access is a mass market product – a vanilla product. The survivors will be the largest companies and those who can differentiate themselves through better customer service and better products; however very few of the telcos can rightfully claim to belong to that second category.
Telstra has now put the industry under pressure. It is winning customers back by lowering prices, and through attractive bundle offers. The consequence of this is lower margins and ARPUs for all the players in the market; but Telstra is claiming the highest growth, with its overall revenue increasing to a greater extent than that of many of its competitors.
There are still issues with regulation, especially in relation to the broadband wholesale prices during the transition period.
FttH, DSL, IPTV, ARPU, mobile, mobile broadband, LTE.
Telstra, FetchTV, Apple, iiNet, TPG, Internode, Primus, NBN Co.
We wanted to extend our Com World Series of telecoms industry events to the South Pacific region and we were in urgent need of a partner in the region who could assist us with confirming the involvement of governments, telcos and more. Paul Budde and his team executed this perfectly. Paul also provided us with very high quality reports on every aspect of the project, including an amazingly thorough and actionable report on the conference presentations and discussion.
Joe Willcox, Commercial Content Director, Emap Connect, Emap
BuddeComm's strategic business reports contain a combination of both primary and secondary research statistics, analyses written by our senior analysts supported by a network of experts, industry contacts and researchers from around the world as well as our own scenario forecasts.
For more details, please see:
A selection of downloadable samples from our Annual Publications catalogue.
Have the latest telecommunications industry news delivered to your inbox by subscribing to Paul's FREE weekly News & Views.