Telstra Group Limited · ASX:TLS
Telstra — Lehman Brothers Global TMT Conference 2008
7 slides from Telstra's conference presentation, May 30, 2008
Slide 1: ASX cover letter for Lehman Brothers conference presentation
30 May 2008 Office of the Company Secretary For personal use only The Manager Level 41 242 Exhibition Street Company Announcements Office MELBOURNE VIC 3000 Australian Stock Exchange AUSTRALIA 4th Floor, 20 Bridge Street Telephone 03 9634 6400 SYDNEY NSW 2000 Facsimile 03 9632 3215 ELECTRONIC LODGEM
Slide 2: Telstra Corporation Limited - Lehman Brothers Global TMT Conference
For personal use only Telstra Corporation Limited Sol Trujillo Chief Executive Officer Lehman Brothers – Global TMT Conference New York, 29 May 2008 Disclaimer • These presentations include certain forward-looking statements that are based on information and assumptions known to date and are subject
Slide 3: Where we have come from… Outperforming our global peer group
Where we have come from… For personal use only Pre-transformation Today • Fixed-line in freefall • Slowed fixed-line revenue decline • Slowing mobile revenue • Double digit mobile revenue growth • Network complexity • Closed CDMA mobile network • No differentiation • Differentiate on value • Poor cu
Slide 4: Unparalleled global performance - mobiles
Unparalleled global performance - mobiles For personal use only 60-70% 3G as % of subs base by 2010 45% Data as a % of Mobile Services Revenue 35.0% Telstra 30% 30.0% 15% 25.0% 20.0% 0% 1H06 2H06 1H07 2H07 1H08 Mar 08 Qtr 15.0% Telstra Telefonica Moviles Vod Eu Av TIM AT&T Source: Company reports 10
Slide 5: Network transformation delivering results
Network transformation delivering results For personal use only • 99% population coverage, 2m sq km Wireless • > 3.5m 3G subscribers • 14.4Mbps peak download speeds Wireline Launched Next IP™ network in April 2007 • Sydney to Hawaii cable: 1.28Tbps Bandwidth • Next IP™ network scalable up to 92Tbps
Slide 6: Value Differentiation Strategy
Value Differentiation Strategy For personal use only Superior Superior Applications Networks & Services Integrated personalised Customer experience Media-Comms Content Customer Service 9 Australia: preparing for the gigabit age • High-Definition World • Bandwidth Hungry Apps • Business Productivity
Slide 7: FY08 Guidance & LT Management Objectives
FY08 Guidance & LT Management Objectives For personal use only Long Term Management Objectives* Revenue Growth 2.5% to 3.0% pa to FY10 FY08 Guidance Cost 2.0% to 3.0% pa to FY10 Growth EBITDA Total Growth 2.5% to 3.0% pa to FY10 Revenue 3.0% to 4.0% Growth EBITDA 46% to 48% pa by FY10 margin EBITDA