1. Fixed broadband market – overview and statistics
1.1 Market analysis
1.2 National Broadband Network (NBN)
1.3 Fixed broadband market consolidation
1.4 Fixed broadband – subscriber statistics and forecasts
1.4.1 Total market statistics
1.4.2 Market share statistics by platform
1.4.3 Market share statistics by provider
1.4.4 Internet usage trends
1.4.5 Household usage survey - 2018
1.4.6 Fixed broadband subscriber Forecast
1.5 Other broadband statistics
1.5.1 Broadband speeds
1.5.2 Broadband traffic
1.6 Australian business broadband market
1.7 DSL infrastructure
1.8 WiFi market
1.8.1 Introduction
1.8.2 Venue WiFi - Campuses, hotels, public areas
1.8.3 Telstra Air - National WiFi network
1.8.4 Optus
1.8.5 State projects
1.8.6 City and regional projects
1.8.7 WiFi in Airlines
2. National broadband network
2.1 Overview
2.2 Corporate plan - 2019-2022
2.3 Wholesale provider overview
2.4 Market analysis
2.5 Regional improvements
2.6 NBN Market statistics
2.6.1 Revenue Statistics
2.6.2 Subscriptions
2.6.3 Broadband market share by provider
2.7 Fibre-to-the-Premises (FTTP)
2.7.1 Statistics
2.7.2 Major players
2.7.3 Historical developments
2.7.4 Greenfield estates
2.8 Fibre-to-the-Basement (FTTB)
2.9 Fibre-to-the-Node (FTTN)
2.10 Fibre-to-the-Curb (FTTC)
2.11 G.Fast and XG.Fast
2.12 HFC (Cable) Networks
2.12.1 Hybrid Fibre Coax (HFC) - Technology
2.12.2 HFC – NBN Developments
2.12.3 NBN statistics
2.12.4 Operator statistics
2.12.5 HFC operators
2.13 Fixed wireless networks
2.13.1 Overview
2.13.2 Network rollout
2.13.3 Market analysis
2.13.4 Fixed wireless statistics
2.14 The NBN satellite network
2.14.1 SKY MUSTER
2.14.2 Ka-band satellites
2.14.3 Contracts
2.14.4 Telstra
2.14.5 Viasat
3. Fixed broadband service providers
3.1 Telstra
3.1.1 Company overview
3.1.2 Financial and operating statistics
3.1.3 Strategy update – 2018
3.1.4 Company analysis - 2017
3.1.5 Strategy update - 2016
3.1.6 Network upgrade
3.2 Optus
3.2.1 Company overview
3.2.2 Company analysis
3.2.3 Financial and operating statistics
3.2.4 Infrastructure overview
3.2.5 Products and services
3.2.6 Major subsidiaries
3.3 TPG Telecom Limited
3.3.1 Company overview
3.3.2 Company analysis
3.3.3 Company acquisitions
3.3.4 Company investments
3.3.5 TPG to become the fourth mobile operator in Singapore
3.3.6 Fibre network
3.3.7 National network
3.3.8 Financial statistics
3.3.9 Operational statistics
3.4 Vocus
3.4.1 Overview
3.4.2 Company strategy update – late 2017
3.4.3 Company analysis
3.4.4 Financial results
3.4.5 Operations results
3.4.6 Acquisitions / Mergers
3.4.7 Network
3.4.8 Products and services
3.5 Macquarie Telecom
3.5.1 Company overview
3.5.2 Financial results
3.6 Vodafone
3.6.1 Fixed line NBN offering
Table 1 – Number of ISPs by size in the Australian market – 2008 - 2017
Table 2 – Total broadband subscribers – Fixed vs Wireless – 2011 - 2018
Table 3 – Total broadband subscribers – Fixed vs Wireless, annual growth – 2012 - 2018
Table 4 – Total broadband subscribers – Fixed vs Wireless, market share – 2011 - 2018
Table 5 – Historic - Total broadband subscribers and annual change – 2000 - 2011
Table 6 – Total broadband subscribers by access type – 2011 - 2018
Table 7 – Total broadband subscribers by access type, annual growth – 2012 - 2018
Table 8 – Total broadband subscribers by access type, market share – 2011 - 2018
Table 9 – Fixed broadband subscribers – DSL, Cable, Fibre – 2011 - 2018
Table 10 – Historic - Broadband market share by technology – 2008 - 2015
Table 11 – Fixed broadband retail subscribers (thousands) by major provider – 2010 - 2018
Table 12 – Fixed broadband retail subscriber annual growth by major provider – 2011 - 2018
Table 13 – Fixed broadband retail subscribers market share by major provider – 2014 - 2018
Table 14 – Historic - Total business and residential broadband subscribers – 2006 - 2014
Table 15 – Telstra broadband subscribers by retail / wholesale – 2007 – 2018
Table 16 – Accessing the Internet by Service, Usage Patterns – 2013; 2017
Table 17 – Fixed broadband Subscribers (with Forecast) – 2010 - 2023
Table 18 – Subscribers’ average broadband speed – 2010 - 2017
Table 19 – Average SVoD streaming speed by broadband service provider (Mb/s) – 2015 - 2017
Table 20 – Internet subscribers by download speed – 2016 - 2018
Table 21 – Historic - Proportion of internet subscribers by download speed – 2009 - 2015
Table 22 – Historic - Internet subscribers by download speed – 2008 - 2015
Table 23 – Volume of data downloaded (Terrabytes) by access connection - 2013 - 2018
Table 24 – Historic - Terabytes of data downloaded by access technology – 2008 - 2016
Table 25 – Historic - Annual change in data downloaded by access technology – 2011 - 2016
Table 26 – Historic - Average data downloaded per subscriber (fixed-line and mobile) – 2013 - 2016
Table 27 – DSL broadband subscribers – 2008 – 2018
Table 28 – NBN revenue ($million) statistics – 2013 - 2018
Table 29 – NBN ARPU – 2013 - 2018
Table 30 – NBN capital expenditure – 2013 - 2018
Table 31 – Cost per premises – 2014 -2017
Table 32 – Historic - Property, plan, equipment and intangible assets
Table 33 – NBN premises activated, Ready for Service (thousands) – 2011 - 2018
Table 34 – Cumulative end user subscriptions by technology – 2013 - 2018
Table 35 – Market share – subscriptions – 2013 - 2018
Table 36 – Cumulative premises Ready For Service – 2016 - 2017
Table 37 – Historic - Market share premises Ready For Service – 2016 - 2017
Table 38 – Fixed Line Speed Tier Mix – 2016 - 2017
Table 39 – Fixed Wireless Speed Tier Mix – 2016 - 2017
Table 40 – Sky Muster satellite service speed tier mix – 2016 - 2017
Table 41 – NBN premises activated by platform – 2016 - 2017
Table 42 – NBN premises serviceable by platform – 2016 - 2017
Table 43 – Historic - NBN premises activated by platform – 2014 - 2016
Table 44 – Historic - NBN fibre premises serviceable by type – 2012 – 2016
Table 45 – Historic - NBN fibre premises activated – 2011 – 2016
Table 46 – FTTP - Market Share - by Provider – June 2018
Table 47 – FTTB -- Market Share - by Provider – June 2018
Table 48 – FTTN- Market Share - by Provider – June 2018
Table 49 – HFC - Market Share - by Provider – June 2018
Table 50 – Wireless - Market Share - by Provider – June 2018
Table 51 – Satellite - Market Share - by Provider – June 2018
Table 52 – NBN revenue statistics FTTP / FTTP– FY 2013 - 2017
Table 53 – FTTP subscriber statistics – 2013 - 2018
Table 54 – Annual FTTP / FTTP capital expenditure – FY 2013 - 2017
Table 55 – FTTP Cost per premise – FY 2014-2016
Table 56 – FTTP Greenfields rollouts 2014 - 2016
Table 57 – FTTP Greenfields Rollouts 2014 - 2016
Table 58 – FttN expenditure – 2014 - 2016
Table 59 – HFC Roll out plan 2016 - 2018
Table 60 – HFC Current Roll out status – 2016 - 2017
Table 61 - Weighted average cost per HFC premise (rounded nearest $100)
Table 62 – NBN capital expenditure – FY2015 - 2017
Table 63 – HFC- Market Share - by Provider – June 2017
Table 64 – Cable broadband subscribers by major operator and annual change – 2002 - 2018
Table 65 – Optus on-net broadband subscribers – 2009 - 2018
Table 66 – NBN Cost per premises fixed wireless – FY 2014 - 2017
Table 67 – FTTH Wireless Rollouts FY 2014 - 2017
Table 68 – NBN Capital expenditure fixed wireless – FY 2013 - 2017
Table 69 – NBN ARPU Fixed wireless – FY 2014-2016
Table 70 – Satellite Rollouts 2014 - 2016
Table 71 – Telstra Group - Top Line Annual Financial Results - 2005 - 2017
Table 72 – Telstra Group - Revenue ($billion) by Product Segment and Annual Change – 2015 - 2017
Table 73 – Telstra Group - Revenue ($billion) by Operations Segment and Annual Change – 2015 - 2017
Table 74 - Telstra Group – Mobile Handset ARPU by prepaid, postpaid– 2016 - 2017
Table 75 – Telstra Group - Capital Expenditure - 2009 - 2017
Table 76 – Telstra - Mobile subscribers (millions) by prepaid, postpaid – 2008 - 2017
Table 77 – Telstra broadband subscribers by sector – 2007 – 2016
Table 78 – Overview of Optus overall operating revenue summary – 2000 - 2018
Table 79 – Optus revenue – 2012 - 2018
Table 80 – Optus Group – Financial Results - Division – 2014 - 2018
Table 81 – Optus – Key Operating Statistics - 2015 - 2018
Table 82 – Historic - Optus consumer and business fixed telephony statistics – 2009 - 2017
Table 83 – Historic – Total internet subscribers (broadband and dialup) – 1996; 1998; 2000 - 2008
Table 84 – iiNet’s acquisitions – 2003 - 2014
Table 85 – TPG Revenue, EBITDA and NPAT– 2001 - 2017
Table 86 – TPG – revenue ($ million) breakdown by division – 2009 – 2017
Table 87 – TPG – consumer segment revenue ($ million) – 2016 - 2017
Table 88 – TPG – corporate segment revenue ($ million) – 2016 - 2017
Table 89 – TPG – Broadband ARPU ($/month) – 2016 - 2017
Table 90 – iiNet – Broadband ARPU ($/month) – 2016 - 2017
Table 91 – TPG consumer – revenue breakdown by market segment (consumer) – 2010 - 2016
Table 92 – TPG – Revenue by Division – 2016
Table 93 – Historic - TPG – broadband ARPU – 2009 - 2016
Table 94 – TPG – Group Broadband Subscribers (thousands) by Division– 2014 - 2017
Table 95 – TPG – Consumer Broadband Subscribers (thousands) by Product – 2014 - 2017
Table 96 – iiNet – Broadband Subscribers (thousands) by Product – 2015 - 2017
Table 97 – TPG – Group Mobile Subscribers (thousands) by Division– 2014 - 2017
Table 98 – iiNet Fixed Voice – subscribers and ARPU – 2015 - 2017
Table 99 – Historic - TPG Group – Total Subscribers, Mobile Subscribers – Jan 2016
Table 100 – Historic - TPG (only) – broadband subscribers on/off-net and bundled – 2008 - 2016
Table 101 – Historic - TPG on-net versus Soul off-net home phone subscribers, annual change – 2009 - 2015
Table 102 – Historic - TPG versus Soul mobile subscribers – 2008 - 2015
Table 103 – Vocus - key financial parameters – 2012- 2017
Table 104 – Vocus – Revenue Split by Division – 2016 - 2017
Table 105 – Vocus – Revenue Split by Product – 2016 - 2017
Table 106 – Vocus Australia - Consumer Broadband Subscribers – 2016 - 2017
Table 107 – M2’s acquisitions – 2005 - 2015
Table 108 – Macquarie key financial indicators – 2008 - 2017
Table 109 –Macquarie revenue by division- revenue $ (million)– 2015 - 2017
Chart 1 – Total broadband Subscribers – Fixed vs Wireless – 2011 - 2018
Chart 2 – Fixed broadband subscribers –DSL, Cable, Fibre – 2011 - 2018
Chart 3 – Accessing the Internet by Service, Usage Patterns – 2013; 2017
Chart 4 – Device used to go online – 2013; 2017
Chart 5 – Fixed broadband Subscribers (with Forecast) - 2010 - 2023
Chart 6 – Overall Optus overall operating revenue and annual change – 2000 - 2018
Exhibit 1 – TPG – Competitive Analysis Profile – Highlights