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 – a snap shot • 6 th largest land mass • 9 th 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. 2
Australian telecoms market has been strong Australian telecoms market has been strong • Australian growth Telecoms industry growth highly leveraged 6.00% to China and outperforms most 4.00% of G-20 2.00% • Telecoms industry growth remained stable during GFC 0.00% FY 06 FY 07 FY 08 FY 09E -2.00% Australia Europe U.S. 3
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 4
Australian Industry Structure Australian Industry Structure Mobiles Market share Total revenue market share FY09 Telstra 41.7% Optus 31.4% Vodafone 26.9% Fixed Market share Hutchison Telstra 70% Optus 15.4% Broadband Market share Telstra 45% AAPT/Powertel 6.3% Optus 19% iiNet 2.4% iiNet 8% Primus 1.7% SP Telemedia 2.8% AAPT 2% Other 26% Macquarie Telecom 1.4% Source: JPMorgan estimates Asia Pacific Equity Research Sept 09 5
Telstra – An Australian icon Telstra – An Australian icon ��������� �� � ��������������� ������ !��������"����� ����������""��#��$�� ������������������������������ ����������������%��������&' ��$�!������� ���������� �� ������������� 6
World Class Networks & Leading Brands World Class Networks & Leading Brands Next G TM network provides >3x larger than Telstra has a range of leading brands in nearest competitor Australia and in China Provides coverage to 99% of the population Fixed, Wireless, Media, Directories World’s fastest mobile broadband network providing data speeds up to 42 Mbps* ������������� �������������� *Actual speeds vary due to congestion, distance from cell, local conditions, hardware, software and other factors. 7
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 8
Telstra Media’s portfolio includes a diverse and Telstra Media’s portfolio includes a diverse and unique mix of consumer content unique mix of consumer content ��������� ����������� ������������� ������������ 9
�� accessible across a growing range of platforms T-Hub Online Mobile (launching soon) 10
Telstra Business - Key Facts Telstra Business - Key Facts Created in 2006 out of a need to differentiate service and offerings to SMEs 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 11
Telstra Business - Offerings Telstra Business - Offerings Fixed Voice Mobile Voice Fixed BB Wireless BB PSTN, ISDN Voice, SMS, MMS, Voicemail, BigPond (Cable, ADSL, BigPond Wireless MyConnect Voice2Text, Satellite) CPE Telstra Mobile Broadband Email Telstra Business Broadband Data & IP Network/Web Services SaaS Range of value added services ATM, Frame Relay, Leased T-Suite offering including PC backup, security, lines IP Access (WAN, Increasing range of MAN, Ethernet) hosting etc applications 12
Telstra Overview Telstra Overview Deena Shiff, Group Managing Director Deena Shiff, Group Managing Director Telstra Business Telstra Business
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