Australia - Fixed Broadband Service Providers

• Telstra

• Company overview
• Financial and operating statistics
• Strategy update – 2018
• Analysis on new strategy - 2018
• Company analysis – 2017
• Strategy update – 2016
• Network upgrade

• Optus

• Company overview
• Company analysis
• Financial and operating statistics
• Infrastructure overview
• Products and services
• Divisions overview
• Satellite
• NBN / Broadband
• WiFi
• M2M and IoT
• Major subsidiaries
• Alphawest
• Uecomm
• Virgin Mobile
• Ensyst

• TPG Telecom Limited

• Company overview
• Company analysis
• TPG’s bold move to become Australia’s fourth mobile operator
• TPG’s star continues to rise
• Competitive analysis profile
• Company acquisitions
• Acquisition of iiNet
• Acquires AAPT
• Company investments
• Invests in Amcom
• Invests in subsea cable
• TPG to become the fourth mobile operator in Singapore
• Fibre Network
• Dark Fibre and MVNO agreement with Vodafone Australia
• Nationwide fibre capability for medical imaging specialist
• FTTB services to go live
• Ten gigabit city
• National network
• Overview
• PIPE networks
• Financial statistics
• Operational statistics

• Vocus

• Overview
• Company strategy update – late 2017
• Company analysis
• Financial results
• Operations results
• Acquisitions / Mergers
• Acquisition of Nextgen Networks
• Merger with M2
• Acquisition of Amcom
• Network
• NBN
• International infrastructure
• Products and services

• Macquarie Telecom

• Company overview
• Financial results

• Vodafone

• Fixed line NBN offering

• Related reports

List of Tables

• Table 1 – Telstra Group - Top Line Annual Financial Results - 2005 – 2017
• Table 2– Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2015 – 2017
• Table 3 – Telstra Group - Revenue ($billion) by Operations Segment and Annual Change – 2015 – 2017
• Table 4 - Telstra Group – Mobile Handset ARPU by prepaid, postpaid– 2016 – 2017
• Table 5 – Telstra Group - Capital Expenditure - 2009 – 2017
• Table 6 – Telstra - Mobile Subscribers (millions) by prepaid, postpaid – 2008 – 2017
• Table 7 – Telstra broadband subscribers by sector – 2007 – 2016
• Table 8 – Overview of Optus overall operating revenue summary – 2000 – 2018
• Table 9 – Optus revenue – 2012 – 2018
• Table 10 – Optus Group – Financial Results - Division – 2014 – 2018
• Table 11 – Optus – Key Operating Statistics - 2015 – 2018
• Table 12 – Historic - Optus consumer and business fixed telephony statistics – 2009 – 2017
• Table 13 – Historic – Total internet subscribers (broadband and dialup) – 1996; 1998; 2000 – 2008
• Table 14 – iiNet’s acquisitions – 2003 – 2014
• Table 15 – TPG Revenue, EBITDA and NPAT– 2001 – 2017
• Table 16 – TPG – revenue ($ million) breakdown by division – 2009 – 2017
• Table 17 – TPG – consumer segment revenue ($ million) – 2016 – 2017
• Table 18 – TPG – corporate segment revenue ($ million) – 2016 – 2017
• Table 19 – TPG – Broadband ARPU ($/month) – 2016 – 2017
• Table 20 – iiNet – Broadband ARPU ($/month) – 2016 – 2017
• Table 21 – TPG consumer – revenue breakdown by market segment (consumer) – 2010 – 2016
• Table 22 – TPG – Revenue by Division – 2016
• Table 23 – Historic - TPG – broadband ARPU – 2009 – 2016
• Table 24 – TPG – Group Broadband Subscribers (thousands) by Division– 2014 – 2017
• Table 25 – TPG – Consumer Broadband Subscribers (thousands) by Product – 2014 – 2017
• Table 26 – iiNet – Broadband Subscribers (thousands) by Product – 2015 – 2017
• Table 27 – TPG – Group Mobile Subscribers (thousands) by Division– 2014 – 2017
• Table 28 – iiNet Fixed Voice – subscribers and ARPU – 2015 – 2017
• Table 29 – Historic - TPG Group – Total Subscribers, Mobile Subscribers – Jan 2016
• Table 30 – Historic - TPG (only) – broadband subscribers on/off-net and bundled – 2008 – 2016
• Table 31 – Historic - TPG on-net versus Soul off-net home phone subscribers, annual change – 2009 – 2015
• Table 32 – Historic - TPG versus Soul mobile subscribers – 2008 – 2015
• Table 33 – Vocus - key financial parameters – 2012- 2017
• Table 34 – Vocus – Revenue Split by Division – 2016 – 2017
• Table 35 – Vocus – Revenue Split by Product – 2016 – 2017
• Table 36 – Vocus Australia - Consumer Broadband Subscribers – 2016 – 2017
• Table 37 – M2’s acquisitions – 2005 – 2015
• Table 38 – Macquarie key financial indicators – 2008 – 2017
• Table 39 –Macquarie revenue by division- revenue $ (million)– 2015 – 2017

List of Charts

• Chart 1 – Overall Optus overall operating revenue and annual change – 2000 – 2018

List of Exhibits

• Exhibit 1 – TPG – Competitive Analysis Profile – Highlights
• Exhibit 2 – TPG – Competitive Analysis Profile