Strategic Foresight - Insights in Business and Technology

Superloop vs. Aussie Broadband: Financial Performance and Growth Strategies Superloop vs Aussie Broadband Parameter Superloop Aussie Broadband Revenue FY23: $323M (192% growth from FY21); H1 FY24: $197.6M (+32.7% YoY) FY23: $854.9M (144% growth from FY21); H1 FY24: $445.9M (+17.7% YoY) EBITDA FY23: $33–36M (+82.2% from FY21); H1 FY24: $23M (+83% YoY); FY24 Guidance: $51–53M FY23: $91.7M (from $34.8M in FY21); H1 FY24: $46.3M (+12.7% YoY); FY24 Guidance: $116–121M Free Cash Flow (FCF) FCF-positive in H2 FY23; H1 FY24 operating cash flow doubled Strong cash flow in H1 FY24, supporting Symbio deal; specific FCF not detailed Gearing Ratio Low; net debt $13.3M, $49M undrawn capacity Manageable; increased by $262M Symbio deal, offset by $99.8M Superloop share sale ...

Brand value and positioning changes in Australia.  Optus suffered from a data security incident in 2022, while Retailers dominate the top 10 and Auspost ranks surprisingly low.  The value of a brand can be calculated from a company's balance sheet and has a significant impact on its financial success. Here are the brand equities of the top telecom players worldwide.   My post on the future of global Telecom and IT players gives good insight. Source: Roy Morgan Comms Day