Battlers and retirees are more likely to have NBN than well-off homes and inner city Metrotechs

Original article by Roy Morgan Research
Market Research Update – Page: Online : 28-Apr-17

A Roy Morgan Single Source survey has found that 67 per cent of Australian homes had fixed internet in the six months to February 2017. Some 14 per cent of homes were connected to the NBN, while 53 per cent had a non-NBN fixed home broadband connection. Analysis using Roy Morgan’s Helix Personas shows that homes in the "Leading Lifestyles" Community are the most likely to have a fixed internet connection, but the least likely to be on the NBN: 75 per cent have fixed broadband overall, but only nine per cent have the NBN, as it has not yet arrived in many established inner metropolitan suburbs. Likewise, only 12 per cent of "Metrotechs" living mostly in gentrified inner city hotspots are on the NBN, while 59 per cent have regular fixed broadband. Meanwhile, 18 per cent of "Battlers" have the NBN, while 39 per cent have regular fixed broadband.

CORPORATES
ROY MORGAN RESEARCH LIMITED

NBN draws new homes to ISPs – and prompts switching

Original article by Roy Morgan Research
Market Research Update – Page: Online : 31-Mar-17

A Roy Morgan Single Source survey has found that more than 1.2 million Australian homes were connected to the National Broadband Network (NBN) by the end of 2016. Eleven per cent of these residential NBN customers did not have any fixed internet a year ago. Among non-NBN fixed broadband homes, only five per cent connected for the first time in the last 12 months. The rate of switching is also much higher among NBN homes: 15 per cent switched provider in the last 12 months, compared with nine per cent of non-NBN homes. Combined, a total of 26 per cent of all NBN customers were up for grabs for internet service providers in 2016, either through switching or joining the market, almost double the rate in non-NBN homes.

CORPORATES
ROY MORGAN RESEARCH LIMITED

ACCC caps pricing for NBN competitors

Original article by Max Mason
The Australian Financial Review – Page: 18 : 10-Jan-17

The competition regulator has released a draft decision on the prices that retail broadband ISPs can charge wholesale customer for using their networks. The Australian Competition & Consumer Commission (ACCC) has capped the aggregation charge at $A15.25 per megabit per second per month. ACCC chairman Rod Sims said the wholesale prices are likely to fall over time to reflect growth in traffic in superfast broadband.

CORPORATES
AUSTRALIAN COMPETITION AND CONSUMER COMMISSION, TELSTRA CORPORATION LIMITED – ASX TLS, TPG TELECOM LIMITED – ASX TPM, VOCUS COMMUNICATIONS LIMITED – ASX VOC, NBN CO LIMITED

Vodafone set to launch NBN service – and over half a million customers already want to switch their fixed broadband provider

Original article by Roy Morgan Research
Market Research Update – Page: Online : 24-Oct-16

A Roy Morgan Single Source survey has found that 3.5 million Australians aged 14+ have a mobile phone with Vodafone, while 2.5 million of these Vodafone mobile customers (71 per cent) also have fixed broadband at home, including almost one in 10 who are already on the National Broadband Network. The survey, which was carried out in the six months to September 2016, also shows that 550,000 of Vodafone’s mobile customers are already intending to switch fixed broadband provider in the next 12 months, while 22 per cent are very or fairly likely to switch.

CORPORATES
ROY MORGAN RESEARCH LIMITED, VODAFONE AUSTRALIA LIMITED, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, TPG TELECOM LIMITED – ASX TPM, IINET LIMITED, DODO INTERNET PTY LTD, IPRIMUS, VOCUS COMMUNICATIONS LIMITED – ASX VOC

Teoh focused on TPG future despite hurdles

Original article by Max Mason
The Australian Financial Review – Page: 13/18 : 21-Sep-16

TPG Telecom has posted a 2015-16 net profit of $A384.6m, which is 71.6 per cent higher than previously. TPG anticipates that its underlying EBITDA for 2016-17 will be $A820m to $A830m, and capital expenditure will be between $A370m and $A420m. CFO Craig Levy has warned that the price ISPs pay for wholesale services from NBN Co are too high and will have to fall as more customers migrate to the national broadband network. TPG shares closed 21.4 per cent lower at $A9.28 on 20 September 2016.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, NBN CO LIMITED, IINET LIMITED, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, OPHIR ASSET MANAGEMENT PTY LTD

Amaysim fixed broadband will hit TPG Telecom hardest

Original article by Roy Morgan Research
Market Research Update – Page: Online : 16-Sep-16

A Roy Morgan Single Source survey shows that 26 per cent of Australians aged 14+ who have a mobile phone with Amaysim – which plans to launch fixed broadband plans by the end of 2016 – do not have fixed broadband in the home. The survey, which was carried out in the six months to August, also shows that Amaysim customers are over 50 per cent more likely than average to have fixed broadband with one of TPG Telecom’s brands, including 11 per cent with TPG itself and 12 per cent with an iiNet Group brand. Meanwhile, 19 per cent of Amaysim customers have Telstra fixed broadband and 13 per cent are with Optus.

CORPORATES
ROY MORGAN RESEARCH LIMITED, AMAYSIM AUSTRALIA LIMITED – ASX AYS, TPG TELECOM LIMITED – ASX TPM, IINET LIMITED, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, VOCUS COMMUNICATIONS LIMITED – ASX VOC, DODO AUSTRALIA PTY LTD, IPRIMUS

NBN boosts satellite services for the bush

Original article by David Ramli
The Australian Financial Review – Page: 4 : 15-Dec-15

NBN Co has introduced new download allowances for people using the national broadband network’s satellite service. From 2016, they will be allowed to download up to 75 gigabytes per month during peak periods and an extra 75 gigabytes during non-peak periods. For NBN users connected to fixed-wireless or fixed-line networks, download limits are determined by their ISPs.

CORPORATES
NBN CO LIMITED

Vocus and M2 merger to create $3b titan

Original article by David Ramli
The Australian Financial Review – Page: 15 & 20 : 29-Sep-15

Geoff Horth will become CEO of the merged M2 Group and Vocus Communications, which will rank as the fourth-biggest telco in Australia and the third-largest in New Zealand. Horth is currently CEO of M2, whose board has endorsed the $A3bn merger proposal. M2 owns the Dodo and iPrimus brands, which may allow Vocus to revive its plan to build its own fibre-to-basement service for apartment buildings. The merger is subject to approval by the Australian Competition & Consumer Commission.

CORPORATES
M2 GROUP LIMITED – ASX MTU, VOCUS COMMUNICATIONS LIMITED – ASX VOC, DODO INTERNET PTY LTD, IPRIMUS, AUSTRALIAN COMPETITION AND CONSUMER COMMISSION, TPG TELECOM LIMITED – ASX TPM, NBN CO LIMITED, IINET LIMITED – ASX IIN, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, COMMANDER COMMUNICATIONS LIMITED, AAPT LIMITED, CLSA AUSTRALIA PTY LTD

Telstra hotspot device six times faster than NBN fibre offering

Original article by David Ramli
The Australian Financial Review – Page: 30 : 17-Sep-15

Telstra will launch its WiFi 4GX Advanced III mobile broadband hotspot technology on 29 September 2015. A demonstration of the technology on 16 September showed that it was able to deliver a download speed of 500Mbps and an upload rate of 40Mpbs. Telstra says the technology can potentially achieve download speeds of up to 600Mbps. In contrast, the download speed for the fibre-to-the-node technology to be used by the national broadband network is estimated to be 100Mbps.

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS, NETGEAR

‘Netflix effect’ proves a drag on broadband

Original article by Mitchell Bingeman
The Australian – Page: 3 : 10-Sep-15

It is estimated that video content now comprises more than 50 per cent of all consumer traffic on Telstra’s fixed-line broadband network. The introduction of subscription video-on-demand services in particular has resulted in a sharp rise in Australian internet traffic, and now accounts for about 15 per cent of traffic on Telstra’s network. The so-called "Netflix effect" has prompted telcos to increase the capacity of their broadband networks.

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS, NETFLIX INCORPORATED, IINET LIMITED – ASX IIN, NBN CO LIMITED, SINGTEL OPTUS PTY LTD, YOUTUBE INCORPORATED, FACEBOOK INCORPORATED, INSTAGRAM LLC, AUSTRALIAN SUBSCRIPTION TELEVISION AND RADIO ASSOCIATION (ASTRA) INCORPORATED