Telstra has revealed the addition of almost one million new mobile services in the six months to December 2011, but Sensis revenues plummeted 24 percent in 12 months.
Hutchison Telecommunications (3) has achieved double-digit growth in customer numbers, revenue and margin for the full year to 31 December 2008, with mobile broadband being a significant contributor to revenue.
Revenue grew from $1.318b in 2007 to $1.623b, an increase of 23.1 percent. EBITDA increased by $86.0m to $200.0m and net loss for the year was $163.1m compared to $285.1m last year. During the year the company cut its net debt from $1.1b to $0.87b and reduced interest payments from $161m to $105m.
The company grew its customer base by 29.0 percent, 458,000 to more than 2.036m, 90.6 percent of which were postpaid. Mobile broadband subscriber numbers (the number of customers with either a handset data plan, a mobile broadband modem, an X-Series plan or mobile web via a handset) grew 169.7 percent to 526,000. Non-voice revenue increased 65 percent to $464.2m. Non-voice ARPU (excluding SMS) grew to $10.30 per month an increase of 32.6 percent and non-voice services now contribute 31.2 percent of ARPU.
The company said it had reduced customer acquisition costs from an average of $263 per subscriber to $238. It had 1.4m customers with at least one billed Planet 3 and mobile broadband event each month in the second half of 2008, up from 1.1 in the firs half.
Hutchison and Vodafone announced last week plans to merge their Australian businesses into a 50:50 joint venture and there has been much speculation as to what the merged entity will do with the 3 brand, given that when the merger was announced the companies said that it would market its products and services under the Vodafone brand. At the results announcement, 3 CEO, Nigel Dews said: "Exactly what we do with the [3] brand is not finalised but it is very strong and it will be around for some time yet."
There have been suggestions it could be used as 'value' brand in the same way that Optus uses its Virgin brand. Dews conceded that "this is one possibility."
David Bass
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