Telstra Group Limited · ASX:TLS
Telstra — Investor Day (October 2006)
11 slides from Telstra's investor day presentation, Oct 6, 2006
Slide 1: ASX announcement cover letter: Investor Day slide presentation
6 October 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 321
Slide 2: Investor Day: A great year for BigPond
Telstra Corporation Limited Investor Day 6 October 2006 A great year for BigPond
Slide 3: Significant broadband growth
Significant broadband growth Retail Broadband SIOs a Retail Broadband Revenue* {000s} q ($M) LAG Increasing market share Market Leading Share Growth Outselling Competitors "FE Net SIO Growth {FY 06, 000s) ah Australian Retail Broadband Market Share (one 2005 - June 2006, %) B20
Slide 4: Focus on core systems is paying off
Focus on core systems is pauing off i ADSL Network Reliability Benefits of Rebuilding Core . (% of customers with tess than 7 hours of outage a month) Systems Aa New email system vw New billing sustem Sf Reduced cycle times af Reduced complaints Zé Reduced tech support ge Market leading customer ser
Slide 5: BigPond's brand is stellar
BigPond’s brand is stellar _ {SP Brand Comparison (2000 ~ 2006) ' . is a ‘Magician’ Brand Magician a: Hand 2 Gluten, bal, Gouge, IKEA, od. LG, Nokia." j te fa Earth Mother: i Enchantress GRASS fseh alate Sip 200.” Wireless growth is significant Net Adds per quarter (000s) Wireless Broadband Net Adds
Slide 6: Next G Network
Next G™ Network ‘» Improved speeds - average 550Kbps to 1.5Mbps ‘tm Reaches 98% of Australians %®~ International roaming in 31 countries, 48 carriers We launched a range of new products in FY06 BigPond Movie Downloads BigPond GameShop BigBlog BigPond 1V
Slide 7: Entertainment attracts customers
Entertainment attracts customers Growth in Broadband Content Winning New Customers Yotal BigFond Streams (Un O68 = Jun 06) BigPond Content Site Unique Visitors {Average per month, FY06) Non-Bigrond Mernbers
Slide 8: Entertainment drives usage and speed upgrades
Entertainment drives usage and speed upgrades Upseil to Higher Speed Access Plans Upward Migration BIGPOND CABLE EXTREME Entertainment delivers new revenue Total Possible ARPU Stack Telco Revenue New Media Revenve | |= | | |
Slide 9: Australia's leading digital media company
Australia’s leading digital media company Estimated Digital Revenue (2005, $M) BigPond entertainment is market leading
Slide 10: Historic new entertainment deals
Historic new entertainment deals Extend broddband market share leadership Grow our brand
Slide 11: Projecting strong future growth
Projecting strong future growth ——$—$————— Non-Access Revenue (% of Total BigPond Revenue) 10