Australia - Mobile Communications - Revenue Overview and Statistics
Overall mobile services revenue growth by the MNOs over the last financial year has fallen year-on-year. We should expect to see slower revenue growth from Telstra and Optus into 2014, with revenue again negative for Vodafone. While the issues that saw Vodafone revenues slide are unique, the company will continue to be affected by the loss of subscribers, price competitiveness and the cost of investing in infrastructure as it struggles to compete in the LTE-arena.
BuddeComm expects that revenue from MNOs will be flat to 2014. Future revenue growth will be impacted by continuing activity from some MVNOs, despite the difficulties experienced by a number of MVNOs in late 2013, and by tactics deployed by Mobile Network Operators (MNOs) to make greater use of upgraded networks, particularly in capitalising on mobile data use facilitated by the deployment of Long-term Evolution (LTE) networks.
For the MNOs, the results of the latest financial year are mixed, with Optus (to March 2013) reporting a 5.9% fall in mobile services revenue, and Telstra showing a 6% growth in overall mobile revenue. VHA, the entity created with the merger of Vodafone and Hutchison, continued to experience steep revenue declines on the back of customer disaffection with service offerings. This report provides analysis of high-level revenue, market shares and revenue growth, as well as revenue earned from mobile voice and mobile data services. In addition, the report includes additional statistical data relating to prepaid and postpaid revenue and average revenue per user (ARPU) for selected mobile voice and data services.
ARPU, mobile revenue by MNOs, overall mobile revenue slowing yet prepaid revenue growth increasing; market developments to November 2013.