Disruption Ahead For Mobile Operators?
TPG Telecom is at a crossroads, awaiting a decision on its proposed merger with Vodafone Australia, and there are significant implications for Telstra as well.
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TPG Telecom is at a crossroads, awaiting a decision on its proposed merger with Vodafone Australia, and there are significant implications for Telstra as well.
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Telstra has confirmed that it is still expecting peak financial pain from the NBN, but not this financial year but in 2020-21.
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Telstra has slashed its final dividend after a sharp slide in profit for the year to June 30 and shareholders have been warned to brace for an even bigger impact on its bottom line next year as a result of the NBN.
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Telstra has lifted its 2018-19 write-offs and associated restructuring costs to be revealed in August to half a billion dollars.
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The total size of Telstra's interim dividend has now almost halved in two years thanks to rising levels of competition in mobiles and the inroads the NBN is making.
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In this video Paradice Investments Large Cap Portfolio Manager Philip Wensley examines the outlook for Telstra.
WATCH VIDEOThe company's investor briefing flagged declines in the near term for mobile revenue per unit amid competition in enterprise. However an improving trend has been noted.
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First-half earnings were broadly in line with Credit Suisse estimates. Despite the better-than-expected mobile numbers, management has indicated the market remains highly competitive.
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The 3.6GHz auction was in line with expectations although UBS observes regional prices were higher. Telstra won the most, with 143 lots for $386m. Dense Air was a surprise bidder, winning 29 lots. NBNCo was unable to bid except in regional WA.
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Citi believes the future for 5G is bright, with incremental revenue from new business, particularly in the enterprise segment. However, most services will need much higher bandwidth and this cannot be delivered until additional spectrum becomes available, expected in FY21-22.
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Telstra has announced a significant simplification of its operations. FY19 is expected to be affected by restructuring and delays in the NBN.
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