Optus Recovers, Adding 238,000 Fresh Customers in the Last Year


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Quick Overview: Optus Bounces Back with Robust Mobile-Led Growth

  • Optus gains 238,000 additional mobile subscribers in the fiscal year ending March 2025
  • EBITDA grows by 5.7% and EBIT soars 55% year-on-year
  • Prepaid brand amaysim significantly contributes to expansion
  • Mobile service revenue rises by 4.1%, with ARPU increasing by 2.4%
  • Collaborative efforts with TPG Telecom and Aussie Broadband enhance network and customer outreach
  • Taking over Circles.Life Australia broadens Optus’s service range
  • Home internet revenue sees a 3.9% increase, propelled by NBN and Fixed Wireless Access

Mobile Sector Growth Fuels Optus’s Comeback

For the full year concluded on 31 March 2025, Optus has demonstrated a notable financial recovery, driven by strong customer acquisition in the mobile sector. The company welcomed 238,000 new mobile users, comprising 52,000 new postpaid clients alongside significant contributions from its prepaid brand, amaysim, allowing the telecom operator to thrive in a fiercely competitive landscape.

EBITDA increased by 5.7%, while EBIT experienced a remarkable year-on-year leap of 55%, indicating solid profitability and greater operational efficiency. Optus’s renewed focus on value, dependability, and customer satisfaction seems to be producing positive outcomes.

Optus Recovers, Adding 238,000 Fresh Customers in the Last Year

CEO Stephen Rue Discusses Restoring Trust and Providing Options

Stephen Rue, CEO of Optus, recognized the company’s journey of transformation and its commitment to restoring customer trust. “While there’s still progress to be made, these results indicate we are heading in the correct direction. Our mobile achievements, spearheaded by amaysim, showcase our dedication to offering Australians genuine choices in telecommunications,” Rue stated.

Rue emphasized that Optus’s focus on enhancing customer experience, ensuring network reliability, and presenting competitive solutions are fundamental aspects of its growth plan.

Mobile Revenue Increases Due to ARPU and Device Sales

The mobile division of Optus has emerged as the leading performer, with a 4.4% overall increase in mobile revenue. This includes a 4.1% rise in mobile service revenue and a 5.2% growth in mobile device sales, attributed to heightened demand for high-end smartphones. The blended Average Revenue Per User (ARPU) improved by 2.4%, signaling greater customer involvement and a move towards higher-value plans.

Performance in the Second Half

During the latter half of FY2025, mobile revenue increased by 4.2%, while EBITDA and EBIT rose by 4% and 52%, respectively. These enhancements were propelled by cost management, lower amortization, and sustained interest in mobile offerings.

Home Internet Segment Achieves Modest Progress

Optus’s home segment recorded a 3.9% revenue increase, bolstered by growth across both NBN and Fixed Wireless Access (FWA) services. NBN revenue grew by 3.5%, while FWA expanded by 9.1%, driven by higher ARPU and escalating demand for swift, adaptable home connectivity—especially in rural locales.

Strategic Alliances Stimulate Growth

Strategic partnerships and acquisitions have enabled Optus to widen its reach and service portfolio. The Multi-Operator Core Network (MOCN) agreement with TPG Telecom is expediting 5G rollout, particularly in less populated areas of Australia. This collaboration permits both companies to share mobile infrastructure, enhancing service quality and coverage.

Additionally, a renewed five-year wholesale mobile contract with Aussie Broadband extends Optus’s access to new customer demographics. Amaysim, which continues to drive growth for Optus, not only introduced NBN services over the past year but also acquired Circles.Life Australia’s customer base in February 2025—widening its share in the economical mobile sector.

Conclusion

Optus is evidently on a positive trajectory. With significant growth in mobile subscriptions, strengthened financial performance, and a strategic focus on partnerships and product differentiation, the telecom provider is confidently making a comeback. Although challenges persist—especially in rebuilding trust following previous troubles—Optus’s outlook appears promising, well-positioning it against competitors like Telstra and Vodafone within the Australian telecommunications market.

Q: What were the key factors behind Optus’s strong financial performance in FY2025?

A:

Optus’s financial outcomes were primarily influenced by advancements in its mobile sector, including a 4.1% rise in service revenue and higher ARPU. Effective cost management, enhanced customer retention, and the sale of premium devices also led to a 55% increase in EBIT.

Q: How many new clients did Optus acquire?

A:

Optus achieved an addition of 238,000 new mobile customers during the fiscal year ending 31 March 2025, including 52,000 new postpaid clients along with substantial growth from its prepaid brand, amaysim.

Q: What contribution did amaysim have in Optus’s resurgence?

A:

Amaysim played a crucial role in Optus’s customer expansion by providing cost-effective prepaid mobile services. It also launched NBN solutions and acquired Circles.Life Australia, thus further increasing its market footprint.

Q: What strategic partnerships has Optus formed recently?

A:

Optus has established a partnership with TPG Telecom via the MOCN agreement to fast-track 5G implementation in regional areas. A new five-year wholesale mobile alliance with Aussie Broadband has also been secured.

Q: How is Optus performing in the home internet sector?

A:

Home internet revenue increased by 3.9% compared to the previous year, driven by heightened adoption of NBN and Fixed Wireless Access (FWA) services. Increased ARPU in these areas contributed to the revenue boosts.

Q: What does MOCN mean, and how does it serve customers?

A:

MOCN, or Multi-Operator Core Network, enables Optus and TPG Telecom to share mobile network infrastructure. This arrangement enhances coverage and service dependability, particularly in underserved or rural regions.

Q: What measures is Optus implementing to rebuild customer trust?

A:

Optus is concentrating on enhancing customer experience, boosting service reliability, and providing increased value through competitive pricing and adaptable plans. CEO Stephen Rue has stressed the necessity of transparency and a focus on customer-centric transformation.

Q: Where can I find more information about Optus’s latest offerings?

A:

You can visit their official website at optus.com.au for the most recent updates regarding mobile, broadband, and business solutions.

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