Upgraded NBN a more attractive takeover target

Original article by Sally Patten
The Australian Financial Review – Page: 2 : 28-Sep-20

Telstra chairman John Mullen has welcomed the federal government’s decision to upgrade the national broadband network by rolling out fibre-to-the-premises to more households and businesses. He says the NBN will be easier to maintain than the current hybrid system, which includes fibre-to-the-node and the existing copper network. Amid speculation that the NBN will eventually be sold, Mullen says the upgraded network will be more attractive to potential investors, including Telstra’s own infrastructure division. However, InfraCo would need to be demerged in order to buy the NBN.

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS,INFRACO,NBN CO LIMITED

AGL buys Amaysim energy unit

Original article by Perry Williams
The Australian – Page: 18 : 1-Sep-20

AGL Energy’s customer base will increase by 215,000 to 4.2 million following a deal to buy Click Energy from listed telco Amaysim. The $115m deal will be financed via AGL’s existing debt facilities. Amaysim CEO Peter O’Connell says trading conditions in the electricity sector are challenging at present, with a further increase in bad debts likely. Meanwhile, Amaysim has posted a 2019-20 underlying profit of $600,000; this follows a $7.1m loss previously.

CORPORATES
AGL ENERGY LIMITED – ASX AGL, AMAYSIM AUSTRALIA LIMITED – ASX AYS, CLICK ENERGY

Roy Morgan Customer Satisfaction Awards 2019: Australia’s telecommunications and utilities winners

Original article by Roy Morgan
Market Research Update – Page: Online : 25-Feb-20

The annual Roy Morgan Customer Satisfaction Awards have been presented in Melbourne. The telecommunications and utilities category consisted of six awards, two of which were won by previous award winner, Internode. Internode’s wins in the Internet Service Provider and Home Phone Provider categories took its annual award tally to seven. In both categories it won eight monthly awards, out of a possible 12, throughout 2019. In the two mobile phone categories, ALDImobile narrowly clinched its second annual Mobile Phone Service Provider award, adding to its first win in 2015. Google Phone won the Handset Provider of the Year award, becoming the only provider to have ever beaten the iPhone. In what may be a changing of the guard, both utilities awards went to first-time winners. Powershop finished on top in the Electricity Provider of the Year category, after a dominant year which consisted of 12 monthly award wins. Simply Energy also won its first annual award in the Gas Provider of the Year category.

CORPORATES
ROY MORGAN LIMITED

TPG-Vodafone merger victory

Original article by Jared Lynch
The Australian – Page: 19 & 24 : 14-Feb-20

Federal Court Justice John Middleton ruled on 13 February that the $15 billion merger between Vodafone and TPG should be allowed to proceed. The Australian Competition & Consumer Commission had vetoed the merger in May on the grounds that it would leave market power in the hands of three big telcos, but Justice Middleton said leaving Vodafone and TPG as separate entities would not create more competition in the retail mobile market. Communications Minister Paul Fletcher said the merger is likely to benefit consumers and lead to greater competition.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, VODAFONE AUSTRALIA LIMITED, FEDERAL COURT OF AUSTRALIA, AUSTRALIAN COMPETITION AND CONSUMER COMMISSION, TELSTRA CORPORATION LIMITED – ASX TLS, AUSTRALIA. DEPT OF COMMUNICATIONS AND THE ARTS

Optus in rugby maul as it chases new subscribers

Original article by Max Mason
The Australian Financial Review – Page: 24 : 14-Feb-20

Tender documents for Rugby Australia’s new five-year broadcasting rights deal will be sent to prospective bidders within days. Optus CEO Allen Lew says the telco would be interested in buying the rights, which would boost the offering of its sports streaming service. Optus Sports boasts some 825,000 active subscribers, making it the nation’s largest sports-focused streaming service. Foxtel has been Rugby Australia’s broadcast partner for 25 years, and some media reports have suggested that it will not seek to renew the rights.

CORPORATES
SINGTEL OPTUS PTY LTD, OPTUS SPORTS, RUGBY AUSTRALIA, FOXTEL MANAGEMENT PTY LTD

Kayo streaming service kicks off deal for Telstra customers

Original article by David Swan
The Australian – Page: 24 : 12-Feb-20

Telstra has secured an exclusive deal to provide its customers with discounted access to Foxtel’s Kayo Sports streaming service. New and returning Kayo subscribers who are Telstra customers will be eligible to receive a monthly discount of $10 on its basic and premium packages for 12 months. Kayo boasted 350,000 subscribers at the end of December. Telstra is the minority shareholder in Foxtel, which is controlled by News Corp.

CORPORATES
FOXTEL MANAGEMENT PTY LTD, KAYO SPORTS, TELSTRA CORPORATION LIMITED – ASX TLS, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS

Warning on coverage as Rugby Australia toys with Optus deal

Original article by Lilly Vitorovich, Zoe Samios
The Australian – Page: 15 : 23-Dec-19

Rugby Australia commenced talks with Optus regarding a broadcasting rights deal in November, after rejecting a ‘rollover’ agreement with incumbent broadcaster Foxtel. However, WPP AUNZ director John Steedman warns that a deal with Optus would be ‘disastrous’ for rugby due to the telco’s smaller audience. He also notes that advertisers would prefer a deal with a free-to-air or pay-TV network. Atomic 212 chairman Barry O’Brien agrees that rugby should be on free-to-air or pay-TV.

CORPORATES
RUGBY AUSTRALIA, SINGTEL OPTUS PTY LTD, FOXTEL MANAGEMENT PTY LTD, WPP AUNZ LIMITED – WPP, ATOMIC 212, ENGLISH PREMIER LEAGUE, SEVEN WEST MEDIA LIMITED – ASX SWM, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS

Disney explores local tie-ups

Original article by Max Mason
The Australian Financial Review – Page: 31 : 18-Nov-19

Walt Disney Company’s Australian MD Kylie Watson-Wheeler has downplayed suggestions that the global media company may seek an alliance with a local telco to offer free subscriptions to the new Disney+ streaming video service. She says Disney has had talks with telcos, but stresses that the Disney+ launch is the top priority at present. Industry sources have suggested that an alliance a telco is unlikely to occur for several months after the local launch of Disney+ on 19 November.

CORPORATES
WALT DISNEY COMPANY, DISNEY+, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, VERIZON COMMUNICATIONS INCORPORATED, NETFLIX INCORPORATED, FOXTEL MANAGEMENT PTY LTD, STAN ENTERTAINMENT PTY LTD, HULU LLC, SEVEN WEST MEDIA LIMITED – ASX SWM

Southern Phone takes top place in Home Phone Satisfaction

Original article by Roy Morgan
Market Research Update – Page: Online : 11-Nov-19

Southern Phone has won its third consecutive Roy Morgan Home Phone Provider of the Month Award, with a customer satisfaction rating of 82% for September 2019. Southern Phone was followed by Internode on a satisfaction rating of 79%, iPrimus on 73%, iiNet on 72% and TPG on 72%. Home phone usage has consistently declined over recent years. The number of Australians aged 14+ with a home phone has dropped from 14.2 million (74.3% of the population) in 2013 to 9.4 million (45.4%) in September 2019. Meanwhile, the number of Australians with one or more mobile phones has risen over the same period, from 17.7 million (92.2%) to 19.9 million (95.9%). Australians aged 65+ have the highest proportion of home phone ownership. As a group, Australians who use Southern Phone as their home-phone provider tend to skew older than the average home-phone user. The mean age of Southern Phone customers (14+) is 57 years, compared to 53 years for home-phone users in general and 46 for Australians aged 14+ as a whole.

CORPORATES
ROY MORGAN LIMITED, SOUTHERN PHONE COMPANY LIMITED, IPRIMUS, IINET LIMITED, TPG TELECOM LIMITED – ASX TPM

Telcos cop fewer complaints but take longer to solve them

Original article by Supratim Adhikari
The Australian – Page: 20 : 25-Sep-19

Data from the Telecommunications Industry Ombudsman shows that it received 132,387 complaints about telephone and internet services in 2018-19, which is 21.1 per cent lower than previously. The figures also show that just 47 per cent of escalated complaints were not resolved within 60 days, compared with 77 per cent in 2017-18. Meanwhile, 32.6 per cent of complaints received by the TIO were about fixed-line broadband services, while 30.3 per cent concerned mobile phone services.

CORPORATES
TELECOMMUNICATIONS INDUSTRY OMBUDSMAN LIMITED, TELSTRA CORPORATION LIMITED – ASX TLS