发布时间：2008.7

摘要

This report includes an extensive collection of analyses on Telecom Corporation of New Zealand and the challenges that lie ahead for the nation’s incumbent telecom operator and service provider, as the telecommunications market undergoes massive changes as it moves towards 2009 Telecom is certainly going to face a couple of very tough years. It needs to implement long term structural changes, as well as make available new wholesale products over the short term, and at the same time set out its new direction for the future. From overseas activities, we have seen that such transitions are a costly exercise for the incumbent and most of the telcos going through such transitions see profit slumps of up to 50%., and by mid 2008 there was already evidence that Telecom’s profits and revenues had dropped substantially. But if the transition is executed well, then the company will be able to generate new and interesting revenues and profits from what we call value added infrastructure services. For more information on Telecom, see separate report: Telecom Corporation New Zealand - Company Overview.

目录及图表

• 1. Synopsis
  
• 2. Can AAPT trigger further consolidation?
  
• 3. Telecom NZ’s dominance likely to continue despite operational separation
  
• 4. What next for New Zealand?
  
• 5. Analysis on PowerTel, AAPT and Gen-i in Australia
  
• 6. Telecom New Zealand – analysis – late 2007
  
  • 6.1 A company in transition
    
  • 6.2 New opportunities in value added infrastructure services
    
  • 6.3 Sole national infrastructure company
    
  • 6.4 The industry will have to wait a bit longer
    
• 7. Telecom New Zealand – strategy overview
  
  • 7.1 Strategic priorities in New Zealand for 2008
    
  • 7.2 Australian strategic imperatives
    
    • 7.2.1 The continued implementation of the Hyperbaric programme
      
    • 7.2.2 Integration of PowerTel and AAPT
      
    • 7.2.3 Synergies in Trans-Tasman operations
      
  • 7.3 Business Overview
    
    • 7.3.1 Drivers of growth – broadband and IT solutions
      
    • 7.3.2 New Zealand Operations – margins under pressure
      
  • 7.4 Australian Operations
    
• 8. Analysis of the reforms on operational separation
  
  • 8.1 Structural changes are proceeding – September 2007
    
• 9. AAPT aligns with PowerTel
  
• 10. Related reports