Tpg Telecom Limited · ASX:TPG
Tpg Telecom — Macquarie Australia Conference 2022
17 slides from Tpg Telecom's conference presentation, May 4, 2022
Slide 1: Presentation to Macquarie Australia conference
Market Announcements Office Australian Securities Exchange For personal use only Level 4, 20 Bridge Street Sydney NSW 2000 Sydney, 4 May 2022 Presentation to Macquarie Australia conference TPG Telecom Limited’s CEO and Managing Director, Mr Iñaki Berroeta, will present at the Macquarie Australia con
Slide 2: Macquarie Australia conference presentation
Macquarie Australia tpg szcss conference presentation 4 May 2022
Slide 3: Today's agenda
Ino Today’s agenda Inaki Berroeta Chief Executive Officer and Managing Director FY21 results recap Positive customer momentum Strategy and transformation Q&A session tpg eoccce TELECOM
Slide 4: Acknowledgment of Country
es tpg rise Acknowledgment of Country TPG Telecom acknowledges the Traditional Custodians of Country throughout Australia and the lands on which we and our communities live, work and connect. We pay our respects to their Elders, past, present and emerging. ‘Listening to Land - Connecting to Country’
Slide 5: For personal use only
For personal use only • • • • • • • • • • •
Slide 6: Mobile market supported by recovery in international arrivals
fel Mobile market supported by recovery in international arrivals Official data and our store experience indicates good momentum in the first quarter of FY22 Gl Arrivals ((000) Australian Bureau of Statistics, Overseas Arrivals tpg 271 a a o 27 265 o a a o o o o ea a va 115 “7 102 of a 75 of 72 54 3
Slide 7: Continued positive Mobile subscriber growth
lo tpg rise Continued positive Mobile subscriber growth 70,000 subscribers added in first quarter of FY22; second quarter likely to deliver lower growth Net adds (000s) 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 1022 70 1922 @ +53k in February and March e@ +17k in January Postpaid 1). a 4Qa21 ) (80) @ +16k in No
Slide 8: Fixed Wireless momentum on-track for FY22
N tpg rise Fixed Wireless momentum on-track for FY22 Opportunity remains to serve up to ~20% of fixed broadband customers with minimal capital investment Fixed broadband base composition Fixed Wireless Other off-net ADSL On-net FTTB HFC VDSL Fixed Wireless broadband subscriber base continues to grow
Slide 9: For personal use only
For personal use only ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫ ⚫
Slide 10: Wholesale update: functional separation on track
lo Wholesale update: functional separation on track Will greatly enhance go-to-market options for TPG in on-net fixed broadband e@ In April, ACCC accepted our joint functional separation undertaking, which will come into effect on 7 October 2022 @ Creates a single wholesale business for TPG Telecom’
Slide 11: Landmark regional network sharing agreement
Landmark regional network sharing agreement Supported by accelerated investment in metro 5G tpg eoccce TELECOM Multi-operator core network (MOCN) agreement announced for TPG Telecom to gain access to Telstra’s 4G and 5G network across 3,700 regional and urban fringe sites, boosting our network cover
Slide 12: TPG well positioned as industry evolves to unlock value
tpg rise TPG well positioned as industry evolves to unlock value and drive efficiency from network infrastructure Strategic review of TPG towers/rooftops well advanced in context of broader network strategy Examples of activities to unlock value Integration of Monetisation Strategic VHA and TPG of p
Slide 13: For personal use only
For personal use only Integrating processes and systems and reducing operational complexities to deliver a better customer experience
Slide 14: For personal use only
For personal use only
Slide 15: 2022 TPG Telecom Investor day
2022 TPG Telecom Investor day e® @ e080 @ Date: Thursday, 23 June 2022 Location: Sydney CBD More details to come
Slide 16: For personal use only
For personal use only
Slide 17: Disclaimer
Disclaimer This presentation contains certain forward-looking and unaudited information. Such information is based on estimates and assumptions that, whilst considered reasonable by the group at the date of preparation, are subject to risks and uncertainties. Actual results and achievements could be