For those needing detailed overviews and statistics as well as objective
analysis on all aspects of Telstra and Optus, this report provides
essential reading and gives in-depth information on:
- Company overviews and structure;
- Major divisions and subsidiaries;
- Financial and operating statistics;
- Marketing and financial analyses and strategic overviews;
- Network overviews.
Key highlights:
Telstra
- Overall revenue growth for Telstra was very solid at 4.3%, a rise on
the 3.9% delivered in the previous financial year.
- Broadband access revenue growth was 39%, and BuddeComm predicts
further strong revenue growth of 32% in the 2009 financial year.
- Telstra’s mobile revenue showed a very
impressive 12.7% growth, fuelled by very strong mobile data growth from
wireless broadband of 44% to $1.5 billion.
- The changing nature of media is presenting a significant range of new
challenges for Sensis, despite its strong recent growth. Social
networking sites could offer a factor that Sensis’
options lacked – the ability to personally
recommend specific businesses.
- BuddeComm predicts overall revenue growth for Telstra of 3.8% for
2008/9 and 3.6% for 2009/10. These growth rates could however be about
10-20% below this if there is an unfavourable outcome for Telstra
regarding the National Broadband Network tender to be finalised by the
government.
Telstra Group total revenue and annual change –
2002 - 2010
Year ends Jun Revenue ($ billion) Annual change
2002 20.80 -9.2%
2003 21.62 3.9%
2004 21.28 -1.6%
2005 22.44 5.5%
2006 23.06 2.8%
2007 23.96 3.9%
2008 25.00 4.3%
2009 (e) 25.95 3.8%
2010 (e) 26.89 3.6%
(Source: BuddeComm based on company data)
Optus
- Telstra caught Optus on the back foot in the mobile market. Optus
relies for most of its revenue on mobile and with its 3G HSDPA service
Telstra has been able to undermine Optus’
position in that market.
- Of particular concern for Optus was the drop in consumer off-net fixed
voice products, which voice fell 34%. While the latter decline can be
attributed to the cancellation of a reselling contract with Telstra, the
overall consumer fixed voice revenue still showed a big decline.
- Over the last eighteen months Optus has taken the lead in the
industry. This has further confirmed its position in the market and will
also assist it in shaping the future of the market and the industry
moving into the next generation of telecoms.
- There are good indications that Optus’
parent SingTel is prepared to invest further in Australia once the
conditions are right.
Data in this report is the latest available at the time of preparation
and may not be for the current year.
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