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市場調査レポート

オーストラリアにおける通信事業者のプロファイル:Telstra、Optus、Vodafone、NBN Co

Australia - Telco Company Profiles - Telstra, Optus and Vodafone

発行 BuddeComm 商品コード 223142
出版日 ページ情報 英文 78 Pages
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オーストラリアにおける通信事業者のプロファイル:Telstra、Optus、Vodafone、NBN Co Australia - Telco Company Profiles - Telstra, Optus and Vodafone
出版日: 2015年12月01日 ページ情報: 英文 78 Pages
概要

当レポートでは、オーストラリアの主要プロバイダーであるTelstra、Optus、VodafoneおよびNBN Coの各通信事業者について調査分析し、詳細な収益分析と予測統計を提供しています。

第1章 業界収益の概要

  • 通信サービス市場全体
  • ティア2市場

第2章 Telstra

  • 企業概要と事業統計
  • 財務統計
  • TelstraとNBN
  • Telstraの分析

第3章 Optus

  • 企業概要と事業統計
  • 財務統計と分析
  • ネットワーク
  • 分析

第4章 Vodafone

  • 企業情報
  • 企業分析
  • 財務ハイライト
  • 事業ハイライト
  • 買収
  • ネットワーク
  • 買収企業の社史

第5章 NBN Co

  • イントロダクション
  • 財務実績
  • ネットワーク計画
  • 買収
  • モバイルバックホール
  • HFC機器
  • インフラ計画

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

Overview

This report provides overviews, analyses and statistics on the key Australian telcos Telstra, Optus Vodafone Australia and NBN Co.

The 2nd Tier Telcos are covered in a separate report -Australia - Telco Company Profiles - 2nd Tier.

Executive Summary

Telstra retains dominance while a resurgent Vodafone promises 2015 fight-back

The incumbent operator Telstra continues to benefit from the company's turnaround being implemented by its current CEO. It dominates the fixed-line and broadband sectors, and is also the main player in the mobile sector, having been the first to take advantage of mobile broadband opportunities with its Next G network. This was followed through with it being the first to launch LTE services, gaining it considerable market advantages. Optus is determined to keep pace with Telstra as the mobile segment migrates to LTE, though it continues to lack the vision to make a significant impression to attract consumers, and so address stagnant subscriber growth. Vodafone continues to struggle with poor customer perception of its network reliability, though strong investments in recent quarters, combined with attractive data plans and schemes such as adding premium Spotify services for subscribers, have been noted by consumers. This is helping to slow customer losses. The company's determination to claw its way back into the market should show dividends into 2015. NBN Co has been added to this report for the first time; it is rapidly becoming the next big first-tier company and will grow into the dominant infrastructure company in the country.

Telstra

Telstra is Australia's largest telco, offering a full range of telecom services to most homes and businesses. It has some three million broadband subscribers and over 16 million mobile telephony subscribers. The company is continuing to attract a large number of LTE mobile broadband customers, taking advantage of its wider network footprint that than offered by competitors.

Wholesale services are also provided, while advertising and subscription TV services are offered through subsidiary companies. Several strategic investments undertaken in 2013 and 2014 have strengthened Telstra's position in the e-health services market. The new Telstra Health division augurs well for the company's commitment into new ventures which take advantage of its existing infrastructure assets, while acquisitions such as that of the video streaming and analytics company Ooyala showcase its interest in becoming a player in OTT services.

The report provides an overview of Telstra's main areas of operation including its strategic business units and local and international subsidiaries. It also includes financial summaries to FY2014, as well as an analysis of the company's three-pillar strategy. In addition, the report provides key operating statistics related to network and operations data, traffic, and developments in the mobile, broadband and pay TV sectors, as well as an overview of its position related to NGN developments.

Optus

Optus provides a range of communications services including mobile and fixed-line telephony, business network services, internet and satellite services, subscription TV and digital media services.

Though the company has seen a relatively poor financial performance, the NBN interim satellite service contract has provided a financial bonus for the company. The Optus satellite unit has survived plans for its sale, and in May 2014 Optus secured a five-year deal to operate the NBN Co's two new satellites, due for launch in 2015.

The mobile sector clearly remains the company's key market, though both its market share and ARPU are under pressure. At the same time, more investment is needed to stay ahead in the all-important mobile broadband market. Optus and Telstra both secured valuable spectrum in the 700MHz band at auction in early 2014, and both were granted trial licenses ahead of the official release of spectrum in January 2015. Optus is also committed to matching Telstra's 98% population coverage with LTE by the end of 2016. These developments will keep Optus at the forefront of the mobile data segment, and will it help retain valuable customers as they look to network capability and availability for their broadband and data services

While overall revenue increased 1% in FY2012, year-on-year, into FY2013 and FY2014 the company has experienced revenue falls across some of its markets. This was especially seen in FY2014, when revenue fell 5.2% year-on-year. Nevertheless, EBITDA grew 5.1% and net profit climbed 14.6%. Operating profit for the first quarter of FY2015 fell 2.8% year-on-year.

The report provides an overview of the main divisions within Optus, including a breakdown of key financial and operating statistics for internet, broadband, voice and mobile services. Data to June 2014 is included, as well as recent market developments.

Vodafone

Vodafone is the third-largest mobile carrier in Australia, being formed as a 50/50 joint venture in 2009 following the merger of Vodafone Australia and Hutchison 3G Australia. Vodafone offers a comprehensive suite of prepaid and postpaid mobile voice and data products to the residential and business segments.

Network upgrades continue, and new sites are being added across Australia as the company ramps up its investment in infrastructure in a bid to retain customers. In 2013 the operator launched LTE services, thus being able to compete with Optus and Telstra in a market with tremendous growth potential. Nevertheless, Vodafone remains at a disadvantage for not having secured spectrum in the 700MHz band. Instead it is extending the availability of LTE services by redeploying its 850MHz concessions for LTE, aiming to deliver LTE to 95% of the metro population by the end of 2014.

Network shortcomings have been disastrous for the company since 2011: despite recent improvements, customer losses continued into the first half of 2014, though at a lower level than that seen in earlier years. Nevertheless, Vodafone has committed to investing, while management shows a promising determination to fight back for market share and consumer confidence. As such, the company's performance into 2015 will be keenly watched.

This report provides an overview of Vodafone Australia, including the latest financial and operating statistics as well as analyses of the company's market position and strategies going forward.

NBN Co

NBN Co was launched in April 2009 NBN Co as a government business enterprise (GBE), wholly owned by the Commonwealth of Australia. It is overseen by ‘shareholder ministers' - the Minister for Broadband, Communications and the Digital Economy and the Minister of Finance and Deregulation.

The purpose of the company is to build a nationwide, wholesale-only, high-speed, open broadband network. Since its inception it has been selecting technology and designing the network and systems, as well as developing a wholesale product offering.

In its original plan under the previous government, the company would connect 93% of homes, schools and workplaces to an optical fibre network (fibre-to-the-premises - FttP), providing high-speed broadband services to Australians in urban and regional towns. The remaining 7% of premises will be connected to an LTE-based fixed wireless network, and this includes the very remote ones who will be linked to a satellite network.

With the arrival of a new government the original plan will be replaced by what they call an ‘Optimised Multi-Technology Mix'. While details of this plan are slowly emerging it won't be until 2015 before the extent of the changes become clear.

Under the new plan at least 90% of Australians would get broadband speeds of about 50 Mbps by year-end 2019.

The new plan would cost $41 billion. It is a move away from a pure fibre-to-the-premises (FttP) plan to a multi-technology approach deploying FttP, FttN, FttB/DP and HFC in addition to fixed wireless and satellite.

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

Table of Contents

1.Total Telecommunications Services Market

  • 1.1. Revenue, revenue growth and market share by major provider

2.Telstra

  • 2.1. Company Overview and operating statistics
    • 2.1.1. Overview
    • 2.1.2. Telstra revolution
    • 2.1.3. Strategy moving forward
    • 2.1.4. Recent developments
    • 2.1.5. Operational statistical information
    • 2.1.6. An impressive performance for FY2014
    • 2.1.7. Business units
    • 2.1.8. Networks
    • 2.1.9. Controlled and associated entities
  • 2.2. Financial Statistics
    • 2.2.1. Group results summary
    • 2.2.2. Public switched telephone network (PSTN)
    • 2.2.3. Mobile
    • 2.2.4. Fixed Broadband
    • 2.2.5. Sensis
    • 2.2.6. IP and data access
    • 2.2.7. Telstra international
  • 2.3. Telstra and the NBN
    • 2.3.1. Telstra and the NBN plans of the new government
  • 2.4. Telstra Analysis
    • 2.4.1. Telstra looking ahead
    • 2.4.2. Telstra within the broader market and industry developments
    • 2.4.3. The Telstra transition
    • 2.4.4. Telstra Media - analysis
    • 2.4.5. Other analysis

3.Optus

  • 3.1. Overview and operating statistics
    • 3.1.1. Overview
    • 3.1.2. Company changes
    • 3.1.3. Operating results
    • 3.1.4. Financial highlights
    • 3.1.5. Products and services
    • 3.1.6. Mobile services
    • 3.1.7. Major subsidiaries
    • 3.1.8. Company history
  • 3.2. Financial Statistics & Analysis
    • 3.2.1. Overview
    • 3.2.2. Company analysis
    • 3.2.3. Financial results
    • 3.2.4. Company history
  • 3.3. The Network
    • 3.3.1. Infrastructure overview
    • 3.3.2. Consumer customer access network, the HFC network
    • 3.3.3. Fixed network
    • 3.3.4. Mobile network
    • 3.3.5. Wireless networks
    • 3.3.6. Wholesale activities
    • 3.3.7. Digital media and cloud computing
    • 3.3.8. VoIP network
    • 3.3.9. Satellite networks
  • 3.4. Analysis
    • 3.4.1. Optus spectrum dilemma
    • 3.4.2. Mobile market - key to Optus success
    • 3.4.3. Optus deal with NBN Co

4.Vodafone

  • 4.1. Company information
    • 4.1.1. Overview
  • 4.2. Company analysis
    • 4.2.1. Network improvements - will the customers return?
    • 4.2.2. Can Vodafone succeed with 4G /LTE?
    • 4.2.3. Background analysis to Vodafone problems
    • 4.2.4. Cash from the Verizon deal
    • 4.2.5. Structural changes in the industry
    • 4.2.6. CEO departure: new challenges
    • 4.2.7. Company analysis
  • 4.3. Financial highlights
    • 4.3.1. Overview HTA
    • 4.3.2. Financial statistical overview
  • 4.4. Operating highlights
    • 4.4.1. Overview
    • 4.4.2. Key operating statistics
  • 4.5. Vodafone - 3 merger
    • 4.5.1. Introduction
    • 4.5.2. Recent subscriber developments
    • 4.5.3. Background analysis
  • 4.6. Networks
    • 4.6.1. Background
    • 4.6.2. Vodafone network
    • 4.6.3. 3 network
    • 4.6.4. Vodafone and Optus to share infrastructure from 2013 onwards
    • 4.6.5. Network upgrades - 2010 - 2014
    • 4.6.6. LTE networks
  • 4.7. Merged company history
    • 4.7.1. Brief timeline - 1989 - 2014

5.NBN Co

  • 5.1. Introduction
  • 5.2. Results First Quarter 2015
    • 5.2.1. Progress towards the Multi-Technology Mix
  • 5.3. NBN Co's full year 2014 financial results
    • 5.3.1. Introduction
    • 5.3.2. Financial Results
    • 5.3.3. Rollout statistics
  • 5.4. The network plan
    • 5.4.1. Overall design and architecture
    • 5.4.2. User access to the network
    • 5.4.3. The backhaul network
    • 5.4.4. ACCC location of 121 POIs
    • 5.4.5. Points-of-interconnect (POI) architecture
    • 5.4.6. Paid for Network Extension
  • 5.5. NBN Co buys TransACT
  • 5.6. Mobile backhaul
    • 5.6.1. NBN for mobile infrastructure
    • 5.6.2. Technical trials
    • 5.6.3. Early testing results from Vodafone
  • 5.7. HFC equipment
  • 5.8. Telstra upgrades pit and pipe infrastructure
  • 5.9. NBN Infrastructure Co-Development Program

List of Tables:

  • Table 1 - Historic - Total telecoms revenues by major providers - 2000 - 2004
  • Table 2 - Total telecoms revenues by major providers - 2005 - 2014
  • Table 3 - Total telecoms service market share by major providers - 2003 - 2014
  • Table 4 - Statistical overview of network traffic counts - 2008 - 2013
  • Table 6 - ISDN lines overview of network and operational services - 2008 - 2014
  • Table 7 - LLU customers - 2008 - 2014
  • Table 8 - Statistical overview of network lines in service - 2008 - 2014
  • Table 9 - Employee count - 2008 - 2014
  • Table 10 - Statistical overview of mobile operational services - 2008 - 2014
  • Table 11 - Spectrum sharing services - 2008 - 2014
  • Table 12 - Statistical overview of online internet services - 2008 - 2014
  • Table 13 - Annual change of calls - 2009 - 2013
  • Table 14 - Annual change of fixed access lines in service - 2010 - 2014
  • Table 15 - Annual change of mobile subscribers - 2010 - 2014
  • Table 16 - Annual change of online subscribers - 2010 - 2014
  • Table 17 - Historic - Telstra Group total revenue - 1994 - 2004
  • Table 18 - Telstra Group total revenue - 2005 - 2014
  • Table 19 - Telstra Group revenue by segment - 2009 - 2014
  • Table 20 - Telstra Group EBITDA by segment - 2010 - 2014
  • Table 21 - Telstra Group key performance indicators - 2002 - 2014
  • Table 22 - Telstra Group key performance indicators by annual change - 2003 - 2014
  • Table 23 - Telstra Group revenue by service - 2009 - 2014
  • Table 24 - Selected Telstra revenue by service - 2009 - 2014
  • Table 25 - Telstra Group revenue by segment - FY2013 - FY2014
  • Table 26 - Mobile business - FY2013 - FY2014
  • Table 27 - Fixed-line business - FY2013 - FY2014
  • Table 28 - Telstra IP and data access revenue - FY2013 - FY2014
  • Table 29 - Telstra offshore controlled entities revenue - FY2013 - FY2014
  • Table 30 - Telstra PSTN products revenue - 2010 - 2013
  • Table 31 - Telstra mobile revenue - 2009 - 2014
  • Table 32 - Telstra mobile ARPU - 2009 - 2014
  • Table 33 - Telstra mobile prepaid and postpaid revenue - 2008 - 2014
  • Table 34 - Telstra fixed broadband revenue by service stream - 2009 - 2013
  • Table 35 - Sensis financial summary - 2009 - 2013
  • Table 36 - Telstra IP and data access revenue - 2009 - 2014
  • Table 37 - Telstra offshore controlled entities revenue - 2009 - 2014
  • Table 38 - CSL New World revenue, expenses, EBITDA, EBIT, capex - 2009 - 2013
  • Table 39 - TelstraClear historic financial figures - 2009 - 2012
  • Table 40 - Optus mobile pre/postpaid customers - 2008 - 2014
  • Table 41 - Historical - Optus mobile subscribers, annual change - 1998 - 2004
  • Table 42 - Optus mobile subscribers, annual change - 2005 - 2013
  • Table 43 - Optus mobile subscriber ARPU - 2009 - 2014
  • Table 44 - Optus mobile acquisition cost breakdown by quarter - 2009 - 2014
  • Table 45 - Optus on-net ARPU - 2008 - 2014
  • Table 46 - Optus business and wholesale statistics - 2009 - 2013
  • Table 47 - Optus consumer and business fixed telephony statistics - 2009 - 2014
  • Table 48 - Optus consumer and business fixed telephony statistics - 2008 - 2014
  • Table 49 -Historical - Total internet subscribers (broadband and dialup) - 1996; 1998; 2000 - 2008
  • Table 50 - Optus revenue by service (S$) - 2013 - 2014
  • Table 51 -Optus key financial indicators - 2009 - 2014
  • Table 52 - Optus mobile revenue - 2013 - 2014
  • Table 53 - Optus revenue by sector, annual change - 2012 - 2013
  • Table 54 - Overview of Optus overall operating revenue summary - 2000 - 2014
  • Table 55 - Operating revenue by operating division - 2009 - 2014
  • Table 56 - Operational EBITDA by operating division - 2008 - 2013
  • Table 57 - Optus revenue by major and minor service category - 2010 - 2013
  • Table 58 - Optus Wireless Connect pricing - 2014
  • Table 59 - Optus satellite revenue - 2010 - 2013
  • Table 60 - Vodafone Australia revenue - 2009 - 2014
  • Table 61 - HTA key metrics - financial overview - 2009 - 2014
  • Table 62 - Monthly ARPU and by segment - 2009 - 2012
  • Table 63 - Vodafone Australia revenue (historic) - 1996; 1998 - 2008
  • Table 64 - Vodafone - subscribers by type - 2009 - 2014
  • Table 65 - Vodafone - subscribers by type - 2009 - 2014
  • Table 66 - Capital Expenditure - 2012 - 2014
  • Table 67 - NBN Co Revenue 2012 - 2014
  • Table 68 - NBN ARPU - 2013 - 2014
  • Table 69 - NBN Co' key operational data 2012 - 2014
  • Table 70 - NBN Premises Activated 2011 - 2014
  • Table 71 - List of points of interconnection to the National Broadband Network - November 2012

List of Charts:

  • Chart 1 - Overview of total telecoms service revenue by major providers - 2005 - 2014
  • Chart 2 - Overview of market share of telecoms revenue by major operator - 2013 - 2014
  • Chart 3 5 - Statistical overview of network traffic counts - 2008 - 2013
  • Chart 4 - Overview of Telstra Group total revenue - 2003 - 2014
  • Chart 5 - Overview of Telstra Group key performance indicators - 2002 - 2014
  • Chart 6 - Overview of Telstra Group key performance indicators by annual change - 2003 - 2014
  • Chart 7 - Selected Telstra revenue by service - 2009 - 2014
  • Chart 8 - Overview of Telstra mobile revenue prepaid versus postpaid - 2008 - 2014
  • Chart 9 - Overview of Telstra fixed broadband revenue by service stream - 2009 - 2013
  • Chart 10 - Optus mobile pre/postpaid customers - 2008 - 2014
  • Chart 11 - Overview of Optus mobile subscribers and annual change - 2001 - 2013
  • Chart 12 - Overview and trends of Optus mobile ARPU - 2009 - 2014
  • Chart 13 - Overview of Optus on-net ARPU by sector - 2008 - 2014
  • Chart 14 - Overview of Optus consumer internet statistics by technology - 2008 - 2014
  • Chart 15 - Overall Optus overall operating revenue and annual change - 2001 - 2014
  • Chart 16 - Overview of operating revenue by operating division - 2009 - 2014
  • Chart 17 - Overview of operational EBITDA by operating division - 2008 - 2013
  • Chart 18 - Overview of Vodafone Australia revenue - 2009 - 2014
  • Chart 19 - Overview of HTA financial metrics - 2009 - 2014
  • Chart 20 - Overview of HTA ARPU by segment - 2009 - 2012

List of Exhibits:

  • Exhibit 1 - Telstra Corporation Ltd at a glance
  • Exhibit 2 - Overview of the previous strategy
  • Exhibit 3 - FOXTEL at a glance
  • Exhibit 4 - Sensis Pty Ltd at a glance
  • Exhibit 5 - Telstra's NGN planned implementation time-line - historic
  • Exhibit 6 - Telstra-controlled entities (Australia)
  • Exhibit 7 - Telstra-controlled entities (offshore) through Telstra Holdings
  • Exhibit 8 - Jointly controlled and associated companies
  • Exhibit 9 - Telstra Corporation Ltd at a glance
  • Exhibit 10 - Telstra Corporation Ltd at a glance
  • Exhibit 11 - Digital economy - key developments
  • Exhibit 12 - Optus at a glance - including key results - 2014
  • Exhibit 13 - Optus key operational results - March 2014
  • Exhibit 14 - Optus at a glance - including key results - 2014
  • Exhibit 15 - Optus key results - 2013
  • Exhibit 16 - Optus key results - fourth quarter - 2012
  • Exhibit 17 - The SingTel Optus network
  • Exhibit 18 - HFC network status
  • Exhibit 19 - An overview of the LTE development, testing and commercial release
  • Exhibit 20 - Optus at a glance - including key headline results - 2014
  • Exhibit 21 - Vodafone Australia (VHA) at a glance - including headline figures - 2014
  • Exhibit 22 - IT Platform and capabilities
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