Table – Comparison 2014 to 2015 (all MVNOs & MNOs)76

Table - Offer summary for August 31^st 2014 (MVNOs only)

Table - Offer summary for June 30^th 2015 (all MVNOs only)

Table and Table show the comparison between the common providers in the 2014 and 2015 data sets, with a focus only on MVNOs and MNOs respectively.

The Vodafone and Optus networks both lost three MVNOs, resulting in reductions in offerings of 20% and 11% respectively. All three networks saw a decrease in number of offers, with the Vodafone network losing the most at almost 22%. SIM only offers declined slightly for the Optus network at 3.5% but dropped by almost 28% for the Vodafone network. The Telstra network saw a large increase of almost 29% in prepaid offers, with the Optus network decreasing by almost 19%. All three networks saw drops in 24 month contract post-paid offers.

The Vodafone network saw the largest drop in average offer price, at 38%, with Telstra and Optus networks dropping by only 5% and 11% respectively. The Optus network had a 12% lengthening of prepaid expiry periods, while the Telstra and Vodafone networks’ shortened. Telstra network offers saw a large increase of over 52% for average call inclusions ⁷⁷, with the Optus and Vodafone networks decreasing the dollar values of call inclusions⁷⁸. While the Telstra network also saw a modest increase of 22% for data inclusion, the Optus network had a very large increase of over 67%, while the Vodafone network on average had a reduction in data inclusion and no change in average price per MB of data included. The Optus and Telstra networks, however, had decreases of 50% and 21% respectively for the price of included data. All three networks saw excess data costs drop from 29% to 50%.

When looking specifically at the Big 3 MNOs, it can be seen that Vodafone had a 27% increase in total offers, while both Optus and Telstra reduced their offer range by 8%. Vodafone had a 35% increase in SIM only offers and a 68% increase in 24-month contracts. The average offer price was relatively stable, although Telstra saw a small decrease of 6.4%. Both Telstra and Vodafone saw average call dollar value inclusions drop by around 18-22% (partly due to some plans switching to included standard minutes), while Optus has switched to an “unlimited standard national minutes included” model. All three MNOs had very large increases in data inclusion (at least 71%), with Telstra being highest at 123%. Accordingly, this resulted in all three having large drops in average prices for included data of 25% to 37%. Vodafone had the largest excess data cost price drops by almost 63%, with Telstra dropping a more modest 25% and Optus increasing slightly by about 9%.

Table - Comparison 2014 to 2015 (common MVNOs only)

As mentioned earlier under Ownership Structure, there are three telecommunication companies operating under numerous MVNO brands:

• 
  M2 Group Ltd. – with the brands
  
  • 
    Commander (Optus network)
    
  • 
    Dodo (Optus network)
    
  • 
    engin⁷⁹ (Optus network)
    
  • 
    iPrimus (Optus network)
    
  • 
    ClubTelco (Optus network)
    
• 
  iiNet (TPG⁸⁰) – with the brands
  
  • 
    Adam Internet (Optus network)
    
  • 
    iiNet (Optus network)
    
  • 
    Internode (Optus network)
    
  • 
    TransACT⁸¹ (Vodafone network)
    
  • 
    Westnet⁸² (Optus network)
    
• 
  Pivotel Satellite Pty Limited – with the brands
  
  • 
    Think Mobile (Vodafone network)
    
  • 
    Reward Mobile (Vodafone network)
    
  • 
    Revolution Telecom⁸³ (Vodafone network)
    
  • 
    Just Mobile (Vodafone network)
    

The average offer prices of all three companies was consistently below the industry average, with iiNet and Pivotel brands jostling for lowest average price. The majority of these offers were for SIM only services, with month-to-month and 24 month plans being the most popular. iiNet and M2 Group maintained included call values around the industry average of $340.