Australian Telecommunication Australian Telecommunication Industry - - PDF document

▶

Mar 30, 2024 182 likes •329 views

Australian Telecommunication Australian Telecommunication Industry Overview Industry Overview Deena Shiff, Group Managing Director Deena Shiff, Group Managing Director Telstra Business Telstra Business Australia a snap shot Australia

SLIDE 1

Deena Shiff, Group Managing Director Telstra Business Deena Shiff, Group Managing Director Telstra Business

Australian Telecommunication Industry Overview Australian Telecommunication Industry Overview

SLIDE 2

Australia – a snap shot Australia – a snap shot

6th largest land mass
9th lowest population density
This is equal to about the area of continental

USA with a population not much larger than that of New York State.

SLIDE 3

Australian telecoms market has been strong Australian telecoms market has been strong

Australian growth

highly leveraged to China and

utperforms most
f G-20
Telecoms industry

growth remained stable during GFC

Telecoms industry growth

2.00%

0.00% 2.00% 4.00% 6.00%

FY 06 FY 07 FY 08 FY 09E

Australia Europe U.S.

SLIDE 4

High data adoption rates in Australia High data adoption rates in Australia

61%* penetration of fixed broadband
111%* handheld mobile
Total Australia Market Mobile Voice Revenue

growth 2010 (over 2009) = +0.8%^

Total Australia Market Mobile Data Revenue

growth 2010 (over 2009) = +17.7%^

*Source: JPMorgan estimates Asia Pacific Equity Research Sept 09 ^Ovum Mobile voice and data forecast pack: 2009–14 Dec 09

SLIDE 5

Australian Industry Structure Australian Industry Structure

Mobiles Market share Telstra 41.7% Optus 31.4% Vodafone Hutchison 26.9% Broadband Market share Telstra 45% Optus 19% iiNet 8% AAPT 2% Other 26% Fixed Market share Telstra 70% Optus 15.4% AAPT/Powertel 6.3% iiNet 2.4% Primus 1.7% SP Telemedia 2.8% Macquarie Telecom 1.4%

Total revenue market share FY09

Source: JPMorgan estimates Asia Pacific Equity Research Sept 09

SLIDE 6

!" ""#$

$! %&'

Telstra – An Australian icon Telstra – An Australian icon

SLIDE 7

World Class Networks & Leading Brands World Class Networks & Leading Brands

Next GTM network provides >3x larger than

nearest competitor Provides coverage to 99% of the population World’s fastest mobile broadband network providing data speeds up to 42 Mbps* Telstra has a range of leading brands in Australia and in China Fixed, Wireless, Media, Directories

*Actual speeds vary due to congestion, distance from cell, local conditions, hardware, software and other factors. 7

SLIDE 8

Telstra subscriber statistics Telstra subscriber statistics

Product 31 December 2009 (‘000) Retail basic access lines 7,545 Total basic access lines 8,808 Fixed retail broadband 2,244 Total Fixed BB 3,970 Total Wireless broadband 1,325 Total Mobile (inc WBB) 10,387 3G subscribers 7,249

SLIDE 9

Telstra Media’s portfolio includes a diverse and

unique mix of consumer content Telstra Media’s portfolio includes a diverse and unique mix of consumer content

SLIDE 10

accessible across a growing range of platforms

T-Hub

(launching soon)

Mobile

Online

SLIDE 11

Telstra Business - Key Facts Telstra Business - Key Facts

FY08/09 Review:

– 738k customers (relationship with 70% of addressable market, share varies by product) – Revenue A$3,799m (yoy growth 4.7%) – EBIT margin 72.2% – Contribution to Telstra revenue ~ 15% – 3G network penetration grew from 3% in 2006 to > 80% today – T-Suite launched April 09 - first integrated SaaS portal in Australia – In FY06/07 only half of incremental growth came from Fixed BB, Wireless BB and IP access products. In FY08/09 this ratio grew to 70% of incremental revenue growth

Created in 2006 out of a need to differentiate service and offerings to SMEs

SLIDE 12

Telstra Business - Offerings Telstra Business - Offerings

Network/Web Services

Fixed Voice Mobile Voice Fixed BB Wireless BB Data & IP SaaS

PSTN, ISDN CPE ATM, Frame Relay, Leased lines IP Access (WAN, MAN, Ethernet) Range of value added services including PC backup, security, hosting etc T-Suite offering Increasing range of applications Voice, SMS, MMS, Voicemail, MyConnect Voice2Text, Email BigPond (Cable, ADSL, Satellite) Telstra Business Broadband BigPond Wireless Telstra Mobile Broadband

SLIDE 13