With over 1600 pages of research, BuddeComm's 2006 Telecoms, Mobile and Broadband in Australia series contains a comprehensive analysis of the Australian telecoms industry and the companies involved in it.
This research is the compilation of the following volumes.
Volume 1 -Telecoms Industry - Overview and Statistics
Volume 2 - Telecoms Analyses and Forecasts
Volume 3 - Residential, Business, Government and Regional Markets
Volume 4 - Telco Company Profiles - Telstra and Optus
Volume 5 - Telco Company Profiles - 2nd tier Telcos
Volume 6 - NGN, VoIP and IPTV report
Volume 7 - Broadband Powerlines - Moving into Home Management
Volume 8 - Mobile Communications - Voice Still the Killer App
Volume 9 - Mobile Data & Content - The Battle between HSDPA & WIMAX
Volume 10 - Broadband Market - Speeding up DSL
Volume 11 - Wireless Broadband Personal Broadband
Volume 12 - Broadcasting and Pay TV
Volume 13 - Digital Media, Convergence, Triple Play and IPTV report
While the market is booming on the demand side, supply is experiencing serious problems. Telstra’s dominance and anti-competitive actions are having a devastating effect on the industry. At the same time there is a major misalignment between most players and their customers. The market is moving towards digital media, device-based services and Internet business models, but the industry is hanging onto outdated models, as they have left it too late to make the changes required in this fast-moving market.
Telcos are struggling between holding on to their old revenues while preparing themselves for a rapidly changing market place. After years of cost cutting the first telcos have started to invest again; however, Australia is lagging behind. Key issues for the players are the decline in voice revenue and the emergence of Voice over Internet Protocol (VoIP). Also trying to move into media markets such as broadband TV and far more sophisticated delivery models (triple play) is providing the industry with plenty of challenge. In all this the competition is still struggling; they might increase retail market share but not margins.
Telstra strategies brought the industry to the brink. The financial results of nearly all the players in the markets nose-dived and, with the margins squeezed, the already meagre profits disappeared. Telstra still controls 95% of all the profits made in the Australian telecoms services market.
The broadband battles have moved on from the lack of availability of broadband services to the lack of true broadband (speeds of 2Mb+), competitive prices for such high speed services and new applications such as IPTV and VoIP over broadband. In the meantime penetration is on the rise and is set to continue to do so throughout 2006 and 2007. Broadband Australia funding has attracted a number of new industry initiatives.
The killer application on mobile remains voice and beyond voice, there will not be a lot of room for growth apart from the current niche market for mobile data in business. Finally we are now beginning to see a more rapid rollout of 3G services in Australia as mobile operators must tap into new revenue streams. 3G will give operators the network efficiencies to become more competitive both in voice and data services. The report also analyses the activities of the major players - Telstra, Optus, Vodafone and Hutchison. Hutchison continues to outperform its competitors in terms of market growth, but competition is heating up in the 3G arena.