Overview:

As BuddeComm has been predicting for quite some time the Australian telecoms industry will have to transform itself in the wake of the NBN. And with the national network just around the corner members of the industry have heeded this call and are well and truly on the road to making the necessary changes.

The companies most affected will be the current telcos and ISPs; and the first steps they are taking are very conservative, in line with the traditional telecom model.

While there will be room for new telco models on the NBN, this is not where the real opportunities are. This report indicates where the new opportunities lie and what is required to move into these new markets. We cover telcos, ISPs, mobile operators, Internet media and traditional media companies, as well as ICT companies involved in data centres, cloud computing and content hosting – Telstra, Optus, iiNet, Internode, TPG, HP, Macquarie Telecom, NEC and others.

1. Synopsis
2. Do investors understand the industry transformation?
3. Telstra made the first move
4. Other telcos and ISPs are also moving
5. Mobile profitability under threat
6. What will be the profitability opportunity for the fixed telcos?
7. Consolidation will reduce the number of players
8. Smaller ISPs disappearing
9. New NBN opportunities in ICT
10. Layer 3 is where mass market competition will take place
11. Internet companies: global and more of the same
11.1 Market Forecasts 2015, 2020 (separate report)
11.2 Telecoms 2nd-tier Market Shares (separate report)
12. Related reports

Table 1 – Selected second-tier telco revenues by service – 2003 - 2010
Chart 1 – Market share size of NBN trans-sector market – 2020
Chart 2 – NBN services revenue share estimates by market share – 2015
Chart 3 – NBN services revenue share estimates by market share – 2020