Telstra Group Limited · ASX:TLS
Telstra — ASX CEO Connect (February 2019)
9 slides from Telstra's conference presentation, Feb 19, 2019
Slide 1: ASX CEO Connect
ASX CEO Connect 19 February 2019 Andrew Penn Chief Executive Officer
Slide 2: Disclaimer
Disclaimer These presentations include certain forward-looking statements that are based on information and assumptions known to date and are subject to various risks and uncertainties. Actual results, performance or achievements could be significantly different from those expressed in, or implied b
Slide 3: Who we are
Who we are Telstra is Australia’s leading telecommunications and technology company with a 117 year history. Our purpose is to create a brilliant connected future for everyone. Size and scale Footprint People 1.3m $37b 18.0m 1.7m Outside of Australia we currently employ more than Shareholders Compan
Slide 4: Half year 2019 results | Headlines
Half year 2019 results | Headlines Reported Guidance basis1 Underlying2 Total income3 Total income3 Total income3 $13.8 billion, -4.1% $13.8 billion, -3.9% $12.8 billion, -1.8% Reported Guidance basis1 Underlying2 EBITDA EBITDA excluding restructuring EBITDA excluding restructuring $4.3 billion, -16
Slide 5: Strong customer adds and T22 momentum
Strong customer adds and T22 momentum Continued growth in customer numbers Added net new mobile services in the half: Mobile revenue growth Added net new fixed services in the half: • +240k retail mobile services to 18.0m as at end of 1H19 +2.4% on PCP: • +64k retail bundle and data services to 3.7m
Slide 6: T22 Strategic pillars
T22 Radically simplify our product Establish a standalone Greatly simplify our structure Industry leading cost reduction Strategic offerings, eliminate customer infrastructure business unit and ways of working to program and portfolio pillars pain points and create all digital to drive performance a
Slide 7: Leading into the 5G era
Leading into the 5G era Our close relationships with key technology partners like Ericsson and Qualcomm mean we are at the global forefront of 5G and will have first-mover advantage. Our 5G preparations have included: 2017 Our world-first 5G trial data call over mmWave using our production core ne
Slide 8: Summary
Summary Continued growth in customer numbers We are making good progress in executing against our T22 strategy Our financial results reflect the impacts of the nbn rollout and increased competition We are more than half way through estimated $3b negative recurring EBITDA nbn impact T22 strategy is d
Slide 9: ASX CEO Connect
ASX CEO Connect 19 February 2019 Andrew Penn Chief Executive Officer