Telstra Group Limited (TLS) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, Nathan, and good morning, everyone, and thank you for joining us. I'll make some comments related to Australia's productivity before I reflect on Telstra's overall performance and our outlook for the future. Michael will then cover the details of our financials. We welcome the national conversation on productivity, and we believe the telco sector has an important role to play. To unlock opportunities from technology, we've got to have the right foundation of digital infrastructure. That goes beyond data centres to connectivity, including the high capacity, low latency fibre and advanced mobile networks needed to support a tech-enabled, innovation-led economy. We need a national digital infrastructure plan for how we will enable Australia's digital future. It is the critical foundation for how we will realise the opportunities we see for individuals, businesses and the country to be more prosperous and competitive. As part of that, we need the right policy and regulatory settings to make sure we can roll out large-scale digital infrastructure projects more quickly and efficiently. This comes with having a pro-growth mindset to policy and regulation overall. We need a national spectrum strategy to make sure the country spectrum is being used to deliver the greatest possible economic and social value for all Australians. Certainty of spectrum is perhaps the biggest opportunity to unlock investment in network infrastructure and the benefits that come with better mobile services for consumers. The telco sector is ready to play our role, working with government, regulators and industry. What we need is a national vision and plan that we can all play our part in delivering on. Turning now to Telstra's performance for the year, FY25 was a strong year for Telstra a...