1. Most Discussed
  2. Gainers & Losers

ARPUs

  1. Grant62

    4,652 posts.
    Current ARPU rates (per month) for major incumbent carriers here in Australia:

    TELSTRA:
    @31/12/01 = $52pm
    Down >4%

    OPTUS:
    @31/12/01 = $50pm
    Down >4%

    VODAFONE
    @31/12/01 = $58.40pm
    @31/03/02 = $54pm
    Down 7.5%

    HUTCHISON
    @30/06/01 = $66pm
    @31/12/01 = $69pm
    Up 4.5%

    EXPECTED FUTURE ACTION:

    1)
    Telstra's ARPUs will come under further decline in the coming months (primarily due to pressure from Optus). Expect a ~$50 result by mid-year. Early indications based on Q3 results, next week.

    2)
    Optus' ARPUs will also come under further decline, due to its discounting /ongoing subsidy startegy (which offers benefits to high usage custosmers, as well as attracting many low usage customers).

    3)
    Vodafone ARPUs will continue in decline as Vodafone is unable to match the Optus discounting pressure, particularly in relation to GSM.

    4)
    Hutchison ARPUs to remain static to marginal increase due to its targetted CDMA pitching, primarily targetting the high user /corporate end of the market. The CDMA business is also relatively unscathed from Optus' discounting assault as Hutchison's targetted presence is restricted to Sydney and Melbourne.

DISCLAIMER:
Before making any financial decisions based on what you read, always consult an advisor or expert.

The HotCopper website is operated by Report Card Pty Ltd. Any information posted on the website has been prepared without taking into account your objectives, financial situation or needs and as such, you should before acting on the information or advice, consider the appropriateness of the information or advice in relation to your objectives, financial situation or needs. Please be aware that any information posted on this site should not be considered to be financial product advice.

From time to time comments aimed at manipulating other investors may appear on these forums. Posters may post overly optimistic or pessimistic comments on particular stocks, in an attempt to influence other investors. It is not possible for management to moderate all posts so some misleading and inaccurate posts may still appear on these forums. If you do have serious concerns with a post or posts you should report a Terms of Use Violation (TOU) on the link above. Unless specifically stated persons posting on this site are NOT investment advisors and do NOT hold the necessary licence, or have any formal training, to give investment advice.

Top