TPG FY19 update – there’s a lot riding on the merger…

TPG FY19 update – there’s a lot riding on the merger…

On 22nd August, Vocus announced its FY19 earnings. While Vocus delivered on its FY19 guidance, the outlook for the next 2-3 years remains subdued as Vocus faces an uphill battle to turnaround its business. Competitive intensity will continue to remain high across the consumer and enterprise segments. Therefore, how Vocus develops its infrastructure business will remain crucial.

VHA and TPG need a Plan B

VHA and TPG need a Plan B

The ACCC has opposed the $15bn merger between TPG and VHA. In the ACCC’s view the proposed merger will reduce competition in mobile services as TPG would be precluded from becoming the fourth mobile operator. TPG has announced that it has ceased the rollout of its mobile network and will not become the fourth mobile operator. VHA now wants the Federal Court to find that the proposed merger is not anti-competitive, so the merger can proceed.

Telstra FY19 earnings update: adjusting to a new normal…

Telstra FY19 earnings update: adjusting to a new normal…

On 15th August 2019, Telstra announced its FY19 earnings. Falling ARPUs and NBN related impacts outweighed subscriber gains resulting in earnings declines. The Australian telco market remains competitive with nearly all sub-segments experiencing varying degrees of pricing pressure. Telstra as the market leader is most at risk as competitors increase share across different segments.

Finally, a long-term perspective – Infrastructure Australia’s audit process will lift industry debate to the long-term telco infrastructure issues

Finally, a long-term perspective – Infrastructure Australia’s audit process will lift industry debate to the long-term telco infrastructure issues

Infrastructure Australia’s (IA) first audit in 2015 was the first national picture of Australia’s infrastructure challenges. IA’s second audit released in August 2019 seeks to identify challenges and opportunities across Australia’s transport, social infrastructure, energy, water and Telecommunications sectors. IA also considered the key future trends facing Australians as well as the direct views of infrastructure users across Australia.

Thinking Ahead - Time to look at flanker brands again?

Thinking Ahead - Time to look at flanker brands again?

(From Justin Jameson, CEO) The Australian MVNO market has been booming, eating into the share of the big three players. The number of MVNO subscribers has increased by 10% pa since 2011 and is not slowing down. As reported by Venture Insights, consumers are increasingly embracing cheaper MVNO alternatives to the big three MNOs. Part of the uptake has been driven by bundled offerings such as Amaysim's energy bundle and Dodo's broadband and entertainment bundles.

ACCC Digital Platforms Inquiry Final Report – much needed digital reforms have arrived

ACCC Digital Platforms Inquiry Final Report – much needed digital reforms have arrived

The ACCC in its final report on the Digital Platforms has come up with a range of practical measures that could potentially help curb any anti-competitive behaviours from the tech giants. While the report focuses primarily on Google and Facebook, the ACCC has aimed to ensure that the recommendations are future-proof and adaptable to other digital platforms as the market evolves.