TELECOMMUNICATIONS – AUSTRALIA

Why Teoh paid up to snare a spot in mobile

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Original article by Max Mason
The Australian Financial Review – Page: 50 : 13-Apr-17

TPG Telecom will raise $A400m from investors to partially finance its $A1.26bn deal to acquire an 11-year licence for mobile spectrum in the 700MHz band. TPG will establish Australia’s fourth mobile phone network, which is expected to cover about 80 per cent of the nation and is likely to spark a price war in the highly competitive market. TPG estimates that it will need to gain at least 500,000 mobile customers in order to achieve break-even status on an EBITDA basis. The company already boasts 1.9 million broadband customers, who can be offered bundled services.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, VODAFONE HUTCHISON AUSTRALIA PTY LTD, MACQUARIE GROUP LIMITED – ASX MQG, WASHINGTON H SOUL PATTINSON AND COMPANY LIMITED – ASX SOL, INVESTORS MUTUAL LIMITED, ARMYTAGE PRIVATE LIMITED, WATERMARK FUNDS MANAGEMENT PTY LTD

2016 Roy Morgan Customer Satisfaction Awards: Telecommunications and Utilities winners revealed

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

Australia’s most satisfying home phone, mobile phone, internet, and utilities service providers were announced last week at the 2016 Roy Morgan Customer Satisfaction Awards. Southern Phone scored its fourth consecutive Home Phone Service Provider award, with a clean sweep of the year’s monthly awards and a peak of 90 per cent of customers satisfied. Internode made it two in a row in the category of Home Broadband Service Provider and claimed all 12 monthly awards in 2016. Meanwhile, iiNet won five monthly awards in the category of Mobile Phone Service Provider, taking out the annual award against strong competition. Red Energy took out the award for Electricity Provider for a second successive year, while Lumo Energy was Gas Provider of the year, with eight monthly awards and a peak of 78% of customers satisfied.

CORPORATES
ROY MORGAN RESEARCH LIMITED, SOUTHERN PHONE COMPANY LIMITED, INTERNODE SYSTEMS PTY LTD, IINET LIMITED, RED ENERGY PTY LTD, LUMO ENERGY AUSTRALIA PTY LTD, APPLE PTY LTD

Why Vodafone is the top mobile provider in (only) Sydney

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Original article by Roy Morgan Research
Market Research Update – Page: Online : 20-Feb-17

A Roy Morgan Single Source survey has found that among Australia’s 18,775,000 mobile owners aged 14+ Telstra is the clear number one mobile service provider, which 43.6 per cent use for a mobile phone, ahead of Optus (24.1 per cent) and Vodafone (18.0 per cent). The survey, which was carried out in the six months to December 2016, also shows that Telstra claims only around one in three mobile owners overall (33.6 per cent) across the five mainland state capitals, compared with 26.3 per cent for Optus and 24.1 per cent for Vodafone. Meanwhile, Telstra has the largest market share in Brisbane, Melbourne, Perth and Adelaide, but Vodafone has the largest market share in Sydney (30.4 per cent).

CORPORATES
ROY MORGAN RESEARCH LIMITED, TELSTRA CORPORATION LIMITED – ASX TLS, SINGTEL OPTUS PTY LTD, VODAFONE AUSTRALIA LIMITED

Mobile and corporate sales to help TPG beat margin squeeze

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Original article by Max Mason
The Australian Financial Review – Page: 13 & 18 : 8-Dec-16

TPG Telecom executive chairman David Teoh told shareholders at the company’s AGM on 7 December 2016 that the long-term prospects for the group are very good. TPG is in the process of entering the mobile telephony market in Singapore. Teoh spoke about the benefits of a transition from the digital subscriber line service to the fibre to the building internet broadband connection in Australia, as the latter is more profitable.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, NBN CO LIMITED, SINGTEL OPTUS PTY LTD

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

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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

TPG Telecom set to launch Fetch TV

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Original article by Max Mason
The Australian Financial Review – Page: 29 : 26-Sep-16

TPG Telecom will join a number of other telcos – including its own iiNet subsidiary – in offering Fetch TV to its broadband customers. TPG CEO David Teoh says the pay-TV service will be available in coming months. TPG boasts 885,000 broadband customers, while iiNet has 983,000 broadband customers. There is a growing trend for telcos to bundle products such as broadband, pay-TV and telephone services as part of their strategy to retain customers.

CORPORATES
TPG TELECOM LIMITED – ASX TPM, FETCHTV PTY LTD, IINET LIMITED, DODO AUSTRALIA PTY LTD, M2 GROUP LIMITED, IPRIMUS, VOCUS COMMUNICATIONS LIMITED – ASX VOC, FOXTEL MANAGEMENT PTY LTD, NEWS CORP AUSTRALIA PTY LTD, NEWS CORPORATION – ASX NWS, TELSTRA CORPORATION LIMITED – ASX TLS, ASTRO MALAYSIA, AT&T CORPORATION, DIRECTV INCORPORATED, SKY NETWORK TELEVISION LIMITED – ASX SKT, VODAFONE NEW ZEALAND LIMITED, SKY PLC, 21ST CENTURY FOX INCORPORATED, AUSTRALIAN FOOTBALL LEAGUE, NATIONAL RUGBY LEAGUE, AUSTRALIAN RUGBY FOOTBALL UNION, CRICKET AUSTRALIA, FOX SPORTS AUSTRALIA PTY LTD, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC

Teoh focused on TPG future despite hurdles

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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

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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

Telstra bets on rising mobile demand for Stan, Netflix and Presto

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Original article by Max Mason
The Australian Financial Review – Page: 10 : 19-Aug-16

Customers on some Telstra mobile plans will receive three months’ free access to Netflix, Stan and Presto. The telco will also make content from all three subscription video-on-demand services available via its new Telstra TV Plus app. Video streaming over Telstra’s mobile network has increased by 30 per cent in the last year, with a strong rise in streaming during the Rio de Janeiro Olympic Games in particular.

CORPORATES
TELSTRA CORPORATION LIMITED – ASX TLS, NETFLIX INCORPORATED, STAN ENTERTAINMENT PTY LTD, PRESTO ENTERTAINMENT PTY LTD, BIGPOND MOVIES, AUSTRALIAN FOOTBALL LEAGUE, NATIONAL RUGBY LEAGUE, SINGTEL OPTUS PTY LTD, VODAFONE AUSTRALIA LIMITED, NINE ENTERTAINMENT COMPANY HOLDINGS LIMITED – ASX NEC, FAIRFAX MEDIA LIMITED – ASX FXJ, ENGLISH PREMIER LEAGUE, CRICKET AUSTRALIA

Optus claims ‘good start’ to EPL foray

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Original article by Paul Smith
The Australian Financial Review – Page: 8 : 16-Aug-16

Australian telco Optus launched its streaming coverage of the English Premier League season on the weekend of 13-14 August 2016. A spokesperson has indicated that just three per cent of its customers had reported problems with the coverage. However, many people used social media to criticise the telco’s EPL coverage. The complaints included claims that there was a one-minute delay in the coverage, despite it supposedly being live, and the poor picture quality of the streaming video.

CORPORATES
SINGTEL OPTUS PTY LTD, ENGLISH PREMIER LEAGUE, FOX SPORTS AUSTRALIA PTY LTD