Australia - Telco Company Profiles - 2nd Tier

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1 Published on Market Research Reports Inc. ( Home > Australia - Telco Company Profiles - 2nd Tier Australia - Telco Company Profiles - 2nd Tier Publication ID: PBD Publication November 15, 2017 Date: Pages: 135 Publisher: Paul Budde Communication Pty Ltd. Countries: Australia [1] $1, Publication Type * - Select - Please choose the suitable license type from above. More details are at given under tab "Report License Types" below. Add to cart Telecom [2] Company Reports (Telecom) [3]

2 Country Overview (Telecom) [4] Description: This report provides an overview of the main 2nd tier telcos in Australia, including key financial and operational data as well an analysis on company strategies in response to market developments and an intensifying competitive environment. The companies profiled in this report are Foxtel, Vocus - M2, TPG Telecom (iinet), Macquarie Telecom. There is a separate report that covers: Australia - Telco Company Profiles - Telstra, Optus and Vodafone [5] Executive Summary Vocus and TPG continue to challenge Telstra and Optus TPG Telecom Limited acquired local ISP iinet. TPG is now Australia's second-biggest provider of fixed-line broadband in Australia with over 1.7 million customers. Services including voice, internet and data solutions are provided to a customer base ranging from the consumer market through to small and medium enterprises, corporate and government sectors. The company also owns a cloudhosting company and the PIPE network infrastructure that includes the third largest domestic darkfibre operation and the submarine cable network to Guam, Asia and the United States. The company is delivering an extensive Fibre-to-the-Basement (FttB) service to apartment buildings in capital cities, offering broadband at 100Mb/s at a price which undercuts existing offers from rival ISPs. TPG has also secured spectrum in the 2.5GHz band to bolster its wireless broadband capabilities, and has committed to investing in additional capacity on the subsea cable linking to New Zealand and the US West Coast. The company 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 created a new retail arm to sell its wholesale fibre-to-the-basement product to residential customers. In 2017 TPG made a bold move to become the fourth mobile operator in Australia. Initial sites are targeted for mid Vocus is an Australian based telecommunications provider with offices in Australia and New Zealand. Its services include co-location, internet, voice, fibre and ethernet services. Vocus merged with M2 Communications and acquired Amcom. Vocus also acquired Nextgen Networks and its 17,000km fibre network linking major cities and regional centres.

3 The Vocus / Merger with M2 creates Australia's fourth-largest telecommunications company and the third-largest in New Zealand. Vocus acquisition of Nextgen Networks will seriously lift its position as an infrastructure based telco. The acquisition is the next and perhaps final part of the company s strategic plan that has also seen his firm expand geographically with the previous acquisition of Amcom and FX Networks, and diversify into the consumer space via its merger with M2. 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 combination brings two different companies together one operating in the business market and one operating in the retail market. This will allow the companies to share resources and attract better deals from the various ICT (wholesale) providers they do business with. Macquarie Telecom is an integrated telco providing a full range of hosting, data, voice and mobile services to the business and government market. It also offers a range of cloud services including security, storage, backup-as-a-service and virtual hosting / data centre services. Foxtel is the largest subscription television provider in Australia. Foxtel will continue to see declining ARPU as the proportion of its pay TV customers decline due to the migration to other Subscription Video On Demand (SVOD) providers which have much lower ARPU. Foxtel has also moved into the SVOD arena in an effort to increase subscriber availability options. Although there has been steady growth in subscription TV services, in coming years customer viewing on the platform will have been greatly changed following the launch of services by OTT providers such as Stan and Netflix as well as SVOD options being marketed by FTA broadcasters. The launch of a bundled service of broadband, telephony and STV via the NBN presents a major shift in the services that the company can provide for the consumer market. BuddeComm sees this as an important catch-up move to compete with the other ISPs that also provide bundled services. Key developments: TPG is delivering an extensive FttB service to apartment buildings in capital cities. In 2017 TPG made a bold move to become the fourth mobile operator in Australia. During 2017 Vocus has been struggling despite strong growth over the past few years. Foxtel has moved into the SVOD arena in an effort to increase subscriber availability options. Table Of Contents: 1. Market analysis

4 1.1 Revenues Statistics and Market Forecast 2nd Tier Telcos 2. FOXTEL 2.1 Company Overview 2.2 Company analysis 2.3 Operational results Financial results FY FY Acquisitions, alliances and subsidiary companies Acquisition of AUSTAR 2.6 Products and Services Digital pay TV NBN / Triple-play services Satellite services Foxtel Play and Foxtel Go Foxtel Now Historic - Presto History of Video on demand The iq3 set-top box Operating centres in Sydney and Melbourne 2.7 Company history 3. Macquarie Telecom 3.1 Company Overview 3.2 Financial results 3.3 Data network Metro Access Network (MAN) Mobile network Partnership with Tata Communications 3.4 Services Hosting solutions Telco Data centres Macquarie Telecom Enterprise Cloud 3.5 Company history 4. TPG Telecom Limited 4.1 Company information Overview Company structure

5 4.2 Company analysis TPG s Bold Move to Become Australia s Fourth Mobile Operator TPG s star continues to rise Competitive Analysis Profile 4.3 Company Acquisitions Acquires AAPT Acquisition of iinet 4.4 Company Investments Invests in Amcom Invests in subsea cable 4.5 Recent Company Developments Spectrum for New National Mobile Network TPG to Become the Fourth Mobile Operator in Singapore Dark Fibre and MVNO Agreement with Vodafone Australia Spectrum Acquisition Nationwide fibre capability for medical imaging specialist FTTB Services To Go Live 4.6 Network Overview PIPE Networks 4.7 Financial results Year ending July Historic 4.8 Operational statistical overview Current Historic 4.9 Products and services Residential services Business and wholesale services International connectivity National infrastructure developments 4.10 Company history 4.11 iinet Financial results Operating results Network Acquisitions, alliances and subsidiary companies Products and services Company history 5. Vocus

6 5.1 Vocus Overview Company Strategy Update late Company analysis Financial Results Q1 FY Operational Highlights: Operations Results - FY Acquisitions / Mergers Network Recent Developments Data Centres Products and Services 5.2 M2 Communications Historic Overview Overview Financial results Services Products and services Acquisitions 5.3 Nextgen Network Historic Overview Company Overview NBN - Regional Backbone Blackspots Program (RBBP) Network Products and services Acquisitions and alliances Company history 5.4 Amcom Historic Overview Company Overview Financial results - historical Network Acquisitions, alliances and subsidiary companies Products and services Company history Table 1 Second-tier telcos total revenue and annual change Table 2 Second-tier telcos revenue ($million) by major provider Table 3 Second-tier telcos Revenue and Market Share by major provider 2017 Table 4 Historic - Second-tier telcos revenue by provider Table 5 Historic - Second-tier telcos revenue by major provider annual change Table 6 Historic - Second-tier telcos revenue by major provider relative market shares Table 7 Historic - Second-tier telcos revenue by provider (historic)

7 Table 8 Historic - Second-tier telcos revenue by major provider relative market shares Table 9 Total FOXTEL and wholesale subscribers Table 10 Historic - FOXTEL and wholesale subscribers by annual change Table 11 Historic - Subscriber annual churn rate Table 12 Historic FOXTEL and wholesale subscribers Table 13 Historic FOXTEL and wholesale subscribers by annual change Table 14 Historic FOXTEL subscribers by type Table 15 FOXTEL Key Financial Indicators Revenue ($million) Table 16 Historic - FOXTEL Key Financial Indicators Table 17 Historic - FOXTEL Revenue and Net Income Table 18 Historic - FOXTEL - Revenue and Net Income (US$) Table 19 FOXTEL monthly ARPU Table 20 Historic - AUSTAR key operating and financial figures Table 21 Macquarie key financial indicators Table 22 Macquarie revenue by division- revenue $ (million) Table 23 Historic - Macquarie revenue by division Table 24 Historic - Macquarie revenue by division Table 25 Historic - Macquarie annual change in revenue by division Table 26 Historic - Macquarie revenue contribution by division Table 27 TPG Revenue, EBITDA and NPAT Table 28 TPG revenue ($ million) breakdown by division Table 29 TPG consumer segment revenue ($ million) Table 30 TPG corporate segment revenue ($ million) Table 31 TPG Broadband ARPU ($/month) Table 32 iinet Broadband ARPU ($/month) Table 33 TPG consumer revenue breakdown by market segment (consumer) Table 34 TPG Revenue by Division 2016 Table 35 Historic - TPG broadband ARPU Table 36 TPG Group Broadband Subscribers (thousands) by Division Table 37 TPG Consumer Broadband Subscribers (thousands) by Product Table 38 iinet Broadband Subscribers (thousands) by Product Table 39 TPG Group Mobile Subscribers (thousands) by Division Table 40 iinet Fixed Voice subscribers and ARPU Table 41 Historic - TPG Group Total Subscribers, Mobile Subscribers Jan 2016 Table 42 Historic - TPG (only) broadband subscribers on/off-net and bundled Table 43 Historic - TPG on-net versus Soul off-net home phone subscribers, annual change Table 44 Historic - TPG versus Soul mobile subscribers Table 58 Vocus - key financial parameters

8 Table 59 Vocus Revenue Split by Division Table 60 Vocus Revenue Split by Product Table 61 Vocus key financial parameters 2016 Table 62 Vocus Australia - Consumer Broadband Subscribers Table 63 M2 key financial parameters 2015 Table 64 M2 revenue makeup and annual change Table 65 M2 key financial performance indicators Table 66 M2 voice services performance indicators Table 67 M2 mobile services performance indicators Table 68 M2 internet services performance indicators Table 69 M2 energy services performance indicators Table 70 M2 s acquisitions Table 71 Amcom operating revenue Table 72 Amcom key financial indicators Table 73 Amcom EPS Table 74 Amcom revenue by service division Table 75 Amcom revenue by service division Table 76 Amcom s acquisitions Chart 1 Second-tier telcos total revenue ($ million) and annual change Exhibit 1 FOXTEL at a glance Exhibit 2 AUSTAR brief company history Exhibit 3 Macquarie Telecom (Macquarie) at a glance Exhibit 4 Macquarie Telecom data network PoPs Exhibit 5 TPG Telecom Limited (TPG) at a glance including key results Exhibit 6 TPG Competitive Analysis Profile Highlights Exhibit 7 TPG Competitive Analysis Profile Exhibit 15 M2 Telecommunications Group Limited (M2) at a glance Exhibit 16 M2 services and target market by brand Exhibit 17 Primus Telecommunications Australia at a glance Exhibit 18 Primus brief company history Exhibit 23 Amcom Telecommunications Limited (Amcom) at a glance - historical Exhibit 24 Subsidiary companies Exhibit 25 Amcom overview of products and services by division Companies Mentioned: TPG Telecom, iinet, AAPT, B Digital, Pipe Networks, Soul, Comindico, FOXTEL, AUSTAR, Optus, News Corporation, Telstra, Macquarie Corporate Telecommunications, Macquarie Telecom, Vodafone License Types: Single User License (PDF)

9 This license allows for use of a publication by one person. This person may print out a single copy of the publication. This person can include information given in the publication in presentations and internal reports by providing full copyright credit to the publisher. This person cannot share the publication (or any information contained therein) with any other person or persons. Unless a Enterprise License is purchased, a Single User License must be purchased for every person that wishes to use the publication within the same organization. Customers who infringe these license terms are liable for a Global license fee. Site License (PDF)* This license allows for use of a publication by all users within one corporate location, e.g. a regional office. These users may print out a single copy of the publication. These users can include information given in the publication in presentations and internal reports by providing full copyright credit to the publisher. These users cannot share the publication (or any information contained therein) with any other person or persons outside the corporate location for which the publication is purchased. Unless a Enterprise License is purchased, a Site User License must be purchased for every corporate location by an organization that wishes to use the publication within the same organization. Customers who infringe these license terms are liable for a Global license fee. Global License (PDF)* This license allows for use of a publication by unlimited users within the purchasing organization e.g. all employees of a single company. Each of these people may use the publication on any computer, and may print out the report, but may not share the publication (or any information contained therein) with any other person or persons outside of the organization. These employees of purchasing organization can include information given in the publication in presentations and internal reports by providing full copyright credit to the publisher. *If Applicable. Source URL:

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