Australia - Mobile Communications - Revenue Overview and Statistics
Overall mobile services revenue among MNOs continues to come under pressure from competition. Telstra and Optus into 2015 will be better placed to capitalise on their 700MHz concessions, and so further develop their LTE subscriber base, while Vodafone will remain under strain as a result of continuing subscriber losses and the failure of the operator to compete for this valuable spectrum asset. Compounding these pressures is the recent decision by the ACCC to regulate the pricing of wholesale SMS tariffs.
BuddeComm expects that revenue from MNOs will be flat in 2015. Future revenue growth will be impacted by continuing activity from a number of the larger MVNOs, as some of the smaller failed operators are removed from the market. Some positive growth offsetting downward pressure on mobile voice revenue should be expected from mobile data services as Telstra and Optus extend the reach of their LTE networks to an anticipated 98% of the population by the end of 2016.
For the MNOs, the latest results are mixed, with only Telstra (to December 2013) among the three operators having reported revenue growth. Optus reported a 5.7% fall in mobile revenue in FY2014, while 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 developments to FY2014; market developments to mid-2014.