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Telstra - Company Analysis

Telstra - Company Analysis

Telstra's score card is one of the best in the world among incumbent telecommunications companies. It is not only financial strong, it is also well-positioned to increase its business in the emerging digital, sharing and networking economy. It is successfully transforming itself into a full services ICT company.

Telstra's mobile network in particular is, and will continue to be, well-positioned to offer superior services to those offered by the NBN company. Their aggressive pursuit of 4G, and next on the list 5G, will guarantee this. While these mobile networks will not cater for all of the big iron' broadband services, because of the company's superior and most likely competitive offering, a large number of mobile-based access services will be used in this way. The ongoing delays in the actual availability of the NBN are also playing in Telstra's favour. Furthermore, through its national Wi-Fi and fibre backbone networks it can rapidly offload any heavy broadband traffic from its mobile network onto its fibre backbone.

All indications are that under the new leadership of Andrew Penn the success story will continue.

Key developments:

New CEO appointed for Telstra, effective May 2015; IoT, M2M, bandwidth, ARPU, e-health, tele-education, smart grids, analytics, iPhone, smartphone, OTT, m-payment, e-payment, smart cards, e-commerce, mobile broadband, trans-sector, infrastructure, wholesale, retail, Internet of Things.

Companies covered in this report:

Telstra, Vodafone, FOXTEL, SingTel Optus, Sensis.


1. Synopsis
2. Telstra's remains the dominant player
3. Telstra going from strength to strength
4. Telstra looking ahead
4.1 Restructure
4.2 Half-year 2015 analysis
5. Telstra within the broader market and industry developments
5.1 Telecoms market is transforming
5.2 Internet media companies took over the internet market
5.3 Smartphones took over the mobile media market
5.4 Next on the chopping block the infrastructure
5.5 So what is next for the telcos?
5.6 M2M the next frontier
5.7 Telstra moving into smart grids
5.8 Is bandwidth the new growth market for the telcos?
5.9 Conclusion
6. The Telstra transition
6.1 Leading the industry
6.2 Infrastructure business
6.3 Value-added-infrastructure business
6.4 The retail business
6.5 Conclusion
7. Telstra Media - analysis
7.1 Introduction
7.2 The company's changing approach to OTT
7.3 T-Box and T-Hub developments
7.4 The company's flawed analysis of the FOXTEL situation
7.5 Flawed content assumptions
7.6 Conclusions
8. Other analysis
8.1 Telstra's mobile strategy
8.2 Will competition in the mobile market see a shift?
8.3 Telstra leading the global telco move towards the OTT model
9. Telstra and the NBN (separate report)
10. Related reports
Exhibit 1 Digital economy key developments

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