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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

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 92 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 Australia - Telco Company Profiles - Telstra, Optus and Vodafone
出版日: 2016年10月25日 ページ情報: 英文 92 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

Telstra, Optus and Vodafone face increasing threat from 2nd Tier Market

The overall telecoms services revenue reached over $40 billion in 2016, a growth of 2.0% for the 12 months to June 2016. The overall market is predicted to grow more strongly in 2017. The strongest growth is coming from the second tier providers, which grew at over 10% during that time period. The market incumbent Telstra still dominates the local telco landscape with well over 50% market share, however this market share is gradually declining.

Prices for fixed-line and mobile voice services are being driven down by competition among operators, and by consumer reluctance to tolerate price increases, which engenders higher churn to other providers. Thus opportunities to drive revenue growth through higher consumer and business spend in the short term are limited to mobile data services. The capabilities and geographic reach of these services has improved markedly within the last few years. Telstra and Optus aim to provide 98% population coverage with networks based on Long-term Evolution (LTE) technologies by the end of 2016.

Telstra

Telstra is Australia's largest telecommunications provider offering a full range of telecom services throughout Australia. The company provides basic access services to most homes and businesses, local and long-distance telephone call services, and mobile and internet services. Wholesale services are also provided to ISPs and RSPs while advertising and subscription television services are provided through subsidiary companies. Several strategic investments undertaken have strengthened Telstra's position in the e-health services market. In total, over three years to June 2017 Telstra expects to have invest more than $5 billion into Telstra's mobile network. Telstra will start rapidly deploying the next generation of LTE technology including voice over LTE, LTE broadcast and the next stage of LTE advanced delivering peak network speeds of up to 600 Mb/s.Telstra continues to expand into emerging technology areas such as e-Health. Telstra has recently completed 15 acquisitions and partnerships in electronic prescriptions, remote diagnostics, secure health record keeping and telematics. In August 2016 Telstra committed to invest up to an extra $3 billion over three years on major customer-focused investments in its networks of the future and digitisation. Telstra's capex to sales ratio in each of the next three financial years would increase to approximately 18 per cent, the highest since 2008-09 as Telstra was building up its 3G network. The investment program would be progressively confirmed during FY17 to FY19.

Telstra's score card is one of the best in the world among incumbent telecommunications companies. It is not only financial strong, it is also well-positioned to increase its business in the emerging digital, sharing and networking economy. It is successfully transforming itself into a full services ICT company. The traditional telecoms market is still out there, and it still brings in large volumes of cash, but the new telecoms business is happening outside those traditional products and services. Back in 2010 we predicted that the overall telecoms market in Australia would double in size by 2020, to around $80 billion; and that almost all of that doubling will come from other products and services; the traditional telecoms element will largely remain the same.So if a telco company were not to change its strategy it might still be part of the original pie, but it would miss out on the new pie. Telstra is one of the few incumbent telcos that has been able to successfully maintain its share in the traditional market while at the same time laying the foundations for its participation in that new and larger pie. And it is now starting to reap the benefits of that transformation.

Optus

Optus provides a range of communications services that include mobile, national and long-distance services, local and international telephony, business network services, internet and satellite services, subscription TV and digital media services. 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 some twenty years ago, with an overall market share hovering around the 20%-25%. Also unchanged is the fact that the majority of its market share is based on its mobile service. While Optus has been strong in the mobile market it has never been able to challenge Telstra, and during the 'Vodafail' period Optus has not been able to use that opportunity to significantly increase its market share.

Optus made a surprise move into one of these new markets - streaming entertainment - by purchasing the rights to the British Premium League football games. Its entry into this market received an immediate backlash from the football fans, as they were faced with the high prices Optus indicated it would charge, plus the fact that soccer fans would now need to have two subscriptions to satisfy their football interests - one for the Optus UK league service and one for Foxtel for all the other football games. While there are a lot of interesting new developments in the various telecoms markets Optus operates in, as yet it is unclear if, how, and when the company will participate in these.

Vodafone

Vodafone Australia is in the process of making a remarkable turnaround in its fortunes. There have been several low points in recent years, all stemming from a disastrous meltdown in late 2010 caused by a poorly managed integration of the Vodafone and 3 networks and systems. This resulted in customers haemorrhaging away from the company, a process that was relentless for many quarters in succession. The loss of subscribers in turn resulted in reduced revenue and greater difficulty in developing an effective investment strategy to overcome the company's problems. This sorry state of affairs also placed increasing strain on the two shareholders, Hutchison and Vodafone Group.

The infrastructure has seen a fundamental overhaul, largely due to the successful refarming of its 850MHz concessions which allowed it to convert 3G to LTE across the country. To some degree this process lessened the disadvantage which Vodafone suffered for not having bid for 700MHz spectrum in 2013, an asset which both Telstra and Optus, as concession holders, have been able to utilise since early 2015 to expand and improve on their LTE services. In a sign of its renewed confidence, however, Vodafone in May 2016 offered to pay the government $594 million for an unsold 2x10MHz block of 700MHz spectrum.

In August 2016 Vodafone Australia began committing major resources to evaluating a potential fixed-line play over NBN. It is also targeting leadership in the next generation of mobile, announcing that it will start running 5G lab trials and demonstrations. Vodafone Australia is also looking to take leadership in the growing Internet of Things space, drawing on the expertise of the Vodafone Group globally.

Table of Contents

1. Industry revenue overview

  • 1.1 Total telecommunications services market
    • 1.1.1 Revenue, revenue growth and market share by major provider
  • 1.2 Telstra
    • 1.2.1 Financial results by sector
    • 1.2.2 Company Analysis
  • 1.3 Optus
    • 1.3.1 Financial results by sector
    • 1.3.2 Company Analysis
  • 1.4 Vodafone Hutchison Australia
    • 1.4.1 Financial and operations overview
    • 1.4.2 Company Analysis
  • 1.5 Capital expenditure
    • 1.5.1 Statistical overview by operator

2. Telstra

  • 2.1 Company information
    • 2.1.1 Overview
    • 2.1.2 Financial Results - 2016
    • 2.1.3 Strategy moving forward
    • 2.1.4 Cloud Computing Strategy
    • 2.1.5 Recent developments
  • 2.2 Business units
    • 2.2.1 Background information
    • 2.2.2 Business units
    • 2.2.3 Digital Media division
    • 2.2.4 Applications & Ventures
    • 2.2.5 Telstra Health
    • 2.2.6 Telstra International
  • 2.3 Networks
    • 2.3.1 Overview
    • 2.3.2 Telstra's next-generation network
    • 2.3.3 Telstra and the NBN
    • 2.3.4 Telstra's ADSL network
    • 2.3.5 Telstra's mobile network
    • 2.3.6 Telstra's planned national WiFi network
  • 2.4 Controlled and associated entities
    • 2.4.1 Acquisitions and sales

3. Optus

  • 3.1 Company information
    • 3.1.1 Overview
  • 3.2 Company Analysis
    • 3.2.1 Optus analysis - steady as she goes
    • 3.2.2 Optus looking for a new identity
  • 3.3 Operating results
    • 3.3.1 Key operating statistics - FY2016
    • 3.3.2 Key operating statistics - FY2015
    • 3.3.3 Key operating statistics - FY2014
    • 3.3.4 Key operating statistics - FY2013
    • 3.3.5 Mobile subscriber statistics
    • 3.3.6 ARPU subscriber statistics
  • 3.4 Financial Results
    • 3.4.1 FY2016
    • 3.4.2 FY2015
    • 3.4.3 FY2014
    • 3.4.4 FY2013
  • 3.5 Infrastructure overview
  • 3.6 Optus deal with NBN Co
  • 3.7 Products and services
    • 3.7.1 Divisions overview
    • 3.7.2 Consumer and multimedia
    • 3.7.3 Business and wholesale
    • 3.7.4 NBN
    • 3.7.5 Internet and broadband services
    • 3.7.6 Optus Evolve
    • 3.7.7 WiFi
    • 3.7.8 M2M and IoT
  • 3.8 Mobile services
    • 3.8.1 The Open Network overview
    • 3.8.2 Femtocell Zones
    • 3.8.3 TV Now
    • 3.8.4 LTE services
    • 3.8.5 VoLTE
  • 3.9 Major subsidiaries
    • 3.9.1 Alphawest
    • 3.9.2 Eatability
    • 3.9.3 Uecomm
    • 3.9.4 Virgin Mobile
    • 3.9.5 Ensyst
  • 3.10 Network overview (separate report)
  • 3.11 Company history
    • 3.11.1 Brief timeline - 1992 - 2016

4. Vodafone

  • 4.1 Company information
    • 4.1.1 Overview
    • 4.1.2 Fixed Line, IoT and 5G Strategy
  • 4.2 Company analysis
    • 4.2.1 Vodafone's remarkable turnaround
  • 4.3 Recent Developments
    • 4.3.1 Reduction in Customer Complaints
    • 4.3.2 Dark Fibre and MVNO Agreement with TPG Telecom
    • 4.3.3 NB-IoT trial
  • 4.4 Historical Analysis
    • 4.4.1 Vodafone Australia's mobile-only strategy limiting growth
    • 4.4.2 Network improvements - will the customers return?
    • 4.4.3 Can Vodafone succeed with 4G /LTE?
    • 4.4.4 Background analysis to Vodafone problems
    • 4.4.5 Cash from the Verizon deal
    • 4.4.6 Structural changes in the industry
  • 4.5 Financial highlights
  • 4.6 Operating highlights
    • 4.6.1 Key operating statistics
  • 4.7 Vodafone - 3 merger
    • 4.7.1 Introduction
    • 4.7.2 Background analysis
  • 4.8 Networks
    • 4.8.1 Background
    • 4.8.2 Vodafone network
    • 4.8.3 3 network
    • 4.8.4 Vodafone and Optus to share infrastructure from 2013 onwards
    • 4.8.5 Network upgrades - 2010 - 2014
    • 4.8.6 LTE networks
    • 4.8.7 5G Network
    • 4.8.8 Spectrum
    • 4.8.9 MVNO deals
  • 4.9 Merged company history
    • 4.9.1 Brief timeline - 1989 - 2016
  • Table 1 - Total Telecoms Revenue ($ billion) by Major Provider / Category - 2014 - 2017
  • Table 2 - Total Telecoms Revenue Annual Growth by Major Provider - 2015 - 2017
  • Table 3 - Total Telecoms Revenue Market Share by Major Provider / Category - 2014 - 2017
  • Table 4 - Historic - Total telecoms revenues by smaller operators, and total - 2005 - 2013
  • Table 5 - Historic - Total telecoms revenues by major providers - 2000 - 2004
  • Table 6 - Telstra Group total revenue - 2005 - 2016
  • Table 7 - Telstra Group - Top Line Annual Financial Results - 2011 - 2016
  • Table 8 - Telstra Group - Top Line Financial Results - Annual Change - 2011 - 2016
  • Table 9 - Telstra Group - Revenue by Product Segment and Annual Change - 2015 - 2016
  • Table 10 - Overview of Optus overall operating revenue summary - 2000 - 2016
  • Table 11 - Optus - Financial Result - Division - 2014 - 2016
  • Table 12 - Vodafone Australia revenue - 2009 - 2016
  • Table 13 - HTA key metrics - financial overview - 2009 - 2016
  • Table 14 - VHA Monthly ARPU - 2015- 2016
  • Table 15 - Historic - Monthly ARPU and by segment - 2009 - 2012
  • Table 16 - Vodafone Australia revenue (historic) - 1996; 1998 - 2008
  • Table 17- Total capital expenditure by major network provider - 2009 - 2016
  • Table 18 - Telstra Group total revenue - 2005 - 2016
  • Table 19 - Telstra Group - Top Line Annual Financial Results - 2011 - 2016
  • Table 20 - Telstra Group - Top Line Financial Results - Annual Change - 2011 - 2016
  • Table 21 - Telstra Group - Revenue by Product Segment and Annual Change - 2015 - 2016
  • Table 22 -Optus - Financial Result - Division - 2015 - 2016
  • Table 23 - Optus mobile pre/postpaid and mobile broadband customers (thousands) - 2008 - 2016
  • Table 24 - Historical - Optus mobile subscribers, annual change - 1998 - 2004
  • Table 25 - Optus mobile subscribers, annual change - 2005 - 2016
  • Table 26 - Optus mobile subscriber ARPU - 2009 - 2016
  • Table 27 - Overview of Optus overall operating revenue summary - 2000 - 2016
  • Table 28 -Optus - Financial Result - Division - 2014 - 2016
  • Table 29 - Optus consumer and business fixed telephony statistics - 2009 - 2016
  • Table 30 - Optus consumer and business internet subscribers- 2008 - 2016
  • Table 31 -Historical - Total internet subscribers (broadband and dialup) - 1996; 1998; 2000 - 2008
  • Table 32 - Vodafone Australia revenue - 2009 - 2016
  • Table 33 - HTA key metrics - financial overview - 2009 - 2016
  • Table 34 - VHA Monthly ARPU - 2015- 2016
  • Table 35 - Historic - Monthly ARPU and by segment - 2009 - 2012
  • Table 36 - Vodafone Australia revenue (historic) - 1996; 1998 - 2008
  • Table 37 - Vodafone - subscribers by type - 2009 - 2016
  • Chart 1 - Overview of Optus mobile subscribers and annual change - 2001 - 2016
  • Chart 2 - Overall Optus overall operating revenue and annual change - 2001 - 2016
  • 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 - Optus at a glance - including key results - 2016
  • Exhibit 10 - The SingTel Optus network
  • Exhibit 11 - Vodafone Australia (VHA) at a glance - including headline figures
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