Telecommunications

Commercial clarity in a changing industry.

Network investment, customer needs and regulation are tightly connected. We help leaders examine the economics, test strategic choices and decide where to focus.

Where should you invest, improve or change course?

EXPERIENCE IN PRACTICE

Relevant case studies.

Selected work in context.
Explore the detail where it is available.

Joint advisory workPublished reports

Australian Competition and Consumer Commission through HoustonKemp

Telecommunications expertise for the ACCC expenditure review

KA contributed telecommunications expertise to HoustonKemp’s review of NBN Co expenditure for the ACCC’s replacement module process.

What the work provided

The joint review provided evidence and recommendations to inform the ACCC’s regulatory assessment.

KA engagement

An established Australian small business communications provider

A full potential growth review for a communications provider

KA compared a portfolio of growth options against market opportunity, investment requirements, risk and time to returns.

What the work provided

Management received a prioritised set of growth options and the assumptions to refine in its plan.

Prior industry experience

A major telecommunications group with domestic and international businesses

A portfolio strategy across core and growth businesses

An earlier corporate portfolio review at a leading telecommunications carrier connected market attractiveness, business performance and ownership advantage with investment priorities.

What the work provided

The review gave executives a common basis for discussing where to focus resources, what to improve and which portfolio questions required further investigation.

THE PEOPLE BEHIND THE WORK

Relevant experience. Direct involvement.

Consultants who bring a useful perspective
to the questions you are facing.

Jim works with boards and leadership teams to address strategic decisions and improve business performance. His experience spans strategy, build-versus-buy decisions, acquisition integration, operating models and complex transformation across business and government sectors.

Relevant experience

Independent telecommunications review alongside economistsContributed telecommunications expertise to an independent regulatory review. Jim is a named co-author of the published expenditure reports.More detail
KA engagement

Jim contributed telecommunications expertise alongside HoustonKemp to advice for the ACCC on NBN Co’s expenditure and service-standard costings. The work connected network and operating realities with the questions being assessed in the replacement module process. Jim is a named co-author of the public expenditure reports and the August 2026 service standards memorandum. His experience demonstrates the ability to work across technical, commercial and regulatory considerations within a specialist advisory team.

A corporate portfolio review across domestic and international businessesHelped lead a corporate portfolio review across domestic and international businesses, connecting market prospects with performance and strategic roles.More detail
Prior industry experience

While working at Telstra, Jim helped lead a corporate portfolio review spanning domestic and international businesses. The review considered market attractiveness, relative performance, risk and the advantages the group could bring as an owner. It used these perspectives to distinguish businesses requiring investment, improvement, restructuring or further consideration of ownership. Jim helped connect the analytical findings with practical questions for management and the corporate planning process. The experience shows how he brings different business models into a coherent discussion of strategic focus and resource allocation.

Wholesale access strategy across technical and commercial boundariesWorked across technical and commercial boundaries on wholesale access strategy and the economics of telecommunications infrastructure.More detail
Prior industry experience

Jim led corporate strategy work on a major wholesale network access decision for a telecommunications provider. The work brought together marketing, technical, regulatory, legal, pricing and financial considerations as the company assessed the commercial implications of granting another operator partial access to its mobile network. His contribution was strategic leadership alongside the relevant functional experts. The experience demonstrates his ability to frame a decision that crosses specialist functions and connect the operational realities of a network with commercial choices.

Meet Jim

Michael brings extensive experience in corporate strategy and network economics, including senior roles with nbn and Telstra. Previously a consultant with McKinsey and Bain, he also has strategy experience across digital infrastructure, energy, financial services and professional services.

Relevant experience

Fibre investment options and network transitionHelped develop the commercial case for an A$2.4 billion fibre overbuild programme and modelled the timing of network migration and node retirement.More detail
Prior industry experience

Michael played a key role in developing the commercial case for an A$2.4 billion full fibre overbuild programme of a fibre-to-the-node footprint. His work centred on maintaining a focus on commerciality while connecting network investment options with the transition from initial rollout to optimising ongoing operation. He also developed modelling to examine the timing of migrating remaining copper-based users and decommissioning network nodes. This experience connects infrastructure strategy with the practical timing and economics of network transition.

Network economics and major traffic partnershipsManaged network economics and major traffic partnerships, balancing performance, connection costs and service quality for Australian users.More detail
Prior industry experience

Michael managed the commercial relationships and network economics associated with major internet traffic partners at a telecommunications provider. His work balanced network performance, connection costs and service quality, including bringing major traffic sources closer to Australian users. He also built expertise in measuring received speeds and competitive performance across fixed and mobile services. The work connects commercial partnership management with the technical and operational choices that shape the customer experience.

Corporate growth choices and capital allocationHelped frame corporate growth and capital allocation choices in telecommunications, connecting strategic ambition with business economics.More detail
Prior industry experience

Michael led major corporate strategy assignments at a telecommunications group, translating analytical work into recommendations for senior executives and the board. His experience included examining growth options, reviewing capital expenditure priorities, developing the corporate plan and coordinating specialist external input. The work connected growth ambition with commercial modelling and practical choices about where to invest. It gives him experience in bringing complex strategic questions into a form that leadership teams can assess and act on.

Meet Michael

Thao brings two decades of experience in business planning, financial analysis and strategy execution. Her expertise includes growth strategy, product development, benchmarking, finance and business improvement, particularly in telecommunications and technology.

Relevant experience

Financial and strategic analysis for a telecommunications regulatory engagementProvided financial analysis, strategic assessment and benchmarking to inform a major telecommunications regulatory engagement supported by KA.More detail
KA engagement

Thao provided financial analysis and strategic assessment in telecommunications, including benchmarking to inform a regulatory engagement supported by KA. Her work connected financial and operational evidence with the questions underlying a major expenditure review, helping develop a consistent basis for comparison and decision making.

Enterprise strategy planning and executive communicationSupported enterprise strategy planning and executive communication in telecommunications, linking analysis with management decisions.More detail
Prior industry experience

Thao’s earlier telecommunications strategy roles included leading strategic and productivity-improvement projects, running an enterprise group’s planning process and supporting board and investor communications on strategy and execution. She also worked on corporate initiatives on the CEO and board agenda, with a strong focus on business-to-business portfolios. Her experience combines cross-functional coordination, strategic insight and the preparation of clear recommendations for senior decision-makers. It is relevant to clients needing both sound analysis and the ability to bring complex work together into planning and communication material that executives and directors can use.

Analytical support for infrastructure investment benchmarksSupported infrastructure investment benchmarking, connecting financial analysis with the market and technology context.More detail
Prior industry experience

In an earlier role at Telstra, Thao contributed to a study comparing capital intensity across telecommunications operators. The work examined international and domestic data, considered differences in reporting scope, and tested how market growth and competitive conditions related to investment levels. It also documented the limitations of the comparisons. The experience combines careful analysis with the commercial judgement needed to interpret infrastructure benchmarks in context and support an informed management discussion.

Meet Thao

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