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Optus - Company Analysis - 2012

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Optus has been doing well during a period in which Telstra took its eyes off retail competition. It also embarked on a far more sophisticated approach to customer acquisition, and its head start in the iPhone market has been one of the best marketing coups in the industry.

But with Telstra becoming – since 2010 - far more aggressive, and with the changes that are taking place in the industry around the announcement of the NBN, the company is now facing challenging times.

Optus will need its superior marketing skills to retain its leading position. Sophisticated customer marketing based on new technologies that will assist it to create lifelong customer relationships will be the next battleground in the retail market, and Optus is well-positioned to seize the opportunities that these new technologies offer. It will be assisted by the ongoing growth in smartphones as that will allow it to maximise its relationships with its customers.

Obviously the mobile market remains the company’s key market. However, as its show, both market share and ARPU are under pressure. At the same time, more investments are needed to stay ahead in the all-important mobile broadband market.

The company has been taking a cautious approach in relation to digital media but it is set to increase its efforts in 2013 as it has launched its version of the FetchTV services within a triple play model. Other IPTV services include a record now TV service for mobiles allowing FTA TV watching and recording.

The company also maintains its leadership role in making sure that correct regulations are in place so that the rest of the industry is not disadvantaged in the transition towards the NBN. With its experience in HFC broadband it is in a good position to embrace the fresh opportunities that this new infrastructure has on offer.

Key developments:

HFC, customer service, NBN, mobile services revenue.

Companies mentioned:

Telstra, Optus, Vodafone, vividwireless, Google, Apple, FOXTEL.

1. Synopsis
2. Mobile market – key to Optus success
2.1 Company key results areas
2.2 Prepaid and 4G subscribers new growth areas into 2013
2.3 Mobile broadband ups the speed and user base with LTE
2.4 Mobile competition starts to bite
2.5 Telstra created havoc in 2012
2.6 Limits to Optus mobile growth
2.7 Vodafone and Optus to share infrastructure from 2013 onwards
2.8 Vividwireless acquisition adds a 4G boost
3. Optus deal with NBN Co
4. Optus lost the AFL battle but not the digital media war
5. Related reports
List of Exhibits
Exhibit 1 – Optus at a glance – including key headline results – 2012

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