As usual the Optus results are all about mobile, which represents 63% of Optus revenue and 68% of Optus EBITDA. Mobile revenue for the quarter was up 10% YoY and EBITDA up 5% YoY, as margins continued to decline marginally.
In our view this is a good rather than great performance, with Optus only slightly outgrowing the industry in Mobile. But, we will not know for certain until Telstra and VHA numbers are announced Thursday and later this month respectively.
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Tags: Optus,OVUM
文章分類: Communication
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