Telstra Group Limited · ASX:TLS
Telstra — Macquarie Investor Conference 2006
8 slides from Telstra's conference presentation, May 3, 2006
Slide 1: ASX cover letter for Macquarie Investor Conference presentation
03 May 2006 The Manager Company Announcements Office Australian Stock Exchange 4" Floor, 20 Bridge Street SYDNEY NSW 2000 ELECTRONIC LODGEMENT Dear Sir or Madam Office of the Company Secretary Level 41 242 Exhibition Street MELBOURNE VIC 3000 AUSTRALIA Telephone 03 8634 6400 Facsimile 03 9632 3215 T
Slide 2: Telstra Macquarie Investor Conference, Sydney May 2006
efstra Telstra Corporation Limited Macquarie Investor Conference Sydney ~ May 2006 John Stanhope Chief Financial Officer SER TRIM to buena “elstra ‘These presentations Include certain forward-looking statements that are subject to varlous risks and encertaintles. Actual results, performance or achie
Slide 3: National 3G network, IT transformation, culture, regulation
~ National 850 3G network “% IT transformation and cost take out “tb How are we going to change the economics of the business? “w Culture at Telstra “» Regulatory environment “elstra > Superior in-building coverage f > Economies of scale through rationalisation of platforms + > Single national netwo
Slide 4: 3GSM850 handsets and PDAs; transformation timeline
3GSM850 Handsets & PDAs will be a mixture of : triple or quad band 2G (900,1800,1906 2G or 850,900,1800,1900 2G} ® single and dual band 3G (850 3G oF 850,1900 3G oF 850,2100 3G) ~® = 3GSM850 PC Cards & modems will be: ® tripte and quad band 2G (900,1800,1900 2G or 850,900,1800,1900 2G} “> duat and t
Slide 5: Telstra's competitive advantage will deliver value
Mn ve Telstra’s competitive advantage will deliver value a Page 8 faut
Slide 6: Traditional to next generation products and networks
ADSL Internet <1.5 Mbps «IPTV J HOTY (mobile or fixed)" " » Foxtel « ‘Video catfing (GSM 2100 ~» 365M 850} » Mobite Data (1xRTT) «° Mobite/Wireless broadband 2 |* Orline search and directories (EVDO-+HSDPA) & | + NB Applications and Services Ultra High-Speed Internet >12 Mbps* «Content w « ‘Software
Slide 7: Operating free cash flow increases via product and network reinvention
ncreases vi _OFCF increases via product / network reinvention Lala Operating Free Cash Flow ILLUSTRATIVE Reinvention Reengineering Traditional products over traditional Tnceadl networks (products over narrowband) fon 2005 - 2010 Page 11 “Pidentified a need to change the organisational culture to ali
Slide 8: Regulation and financial targets to FY10
<P Legacy networks/services Regulate under existing rules “> Next generation networks — new rules required which: “}Compensate an investor for the risks and investment required and allow an appropriate return on capitat “Regulated access given to competitors only on strictly commercial terms <P Mobi