New Street: Telstra (Hold, TP: A$3.75, -5.1%) T25 Strategy: Telstra unchained? Not yet
Telstra’s T25 strategy is the latest iteration of the classic telco plan to leverage superior network and leading technology as a differentiator with customers (driving both market share and ARPU) and lifting on-net earnings. Earnings line of sight is clearing with NBN migration ending in Dec., and MSR now more clearly growing; although there are mobile competition risks in 2Q22Telstra is engaged in providing telecommunications and information services for domestic and international customers. Co.'s operating segments are Telstra Retail, Global Enterprise and Services, Telstra Operations, and Telstra Wholesale. As of June 30 2016, Co. provided retail fixed data services to 3.4 million customers, retail fixed voice services to 5.7 million and domestic retail mobile services to 17.2 million customers.
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