This announcement strengths Optus’ position in video collaboration for enterprise, especially in the mid-size market as it addresses some important trends, the need of opex-based models and the integration with desktop applications. Our research shows that most medium companies in Australia prefer to have a predictable monthly recurring charge instead of investing up-front. It also shows that the biggest growth in videoconferencing is expected to derive from desktop applications. The solution may be expanded also to desktops across Optus’ ISDN, IP VPN and public Internet. However it is not yet integrated with its Telepresence 2010 which is a gap in the interoperability concept.

繼續閱讀… »

Tags: Optus,OVUM
文章分類: Communication
沒有任何回應 »

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.

繼續閱讀… »

Tags: Optus,OVUM
文章分類: Communication
沒有任何回應 »