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Analysis of Telstra's cloud migration, the rise of 5G FWA competition, and the urgent need for NBN SAU regulatory reform.
Claudio Castelli · Venture InsightsPeriod: July 20224 min read
Last updated
Telstra internal applications targeted for public cloud migration by 2025
Fixed costs Telstra needs to remove from FY23 to FY25
This report analyses key telecommunications trends in Australia and New Zealand for July 2022, focusing on the five-year strategic agreement between Telstra and Microsoft. It evaluates Telstra's goal to migrate 90% of internal applications to the public cloud by 2025 and Microsoft's role as an anchor tenant on Telstra's intercity fibre network. Additionally, the brief examines consumer sentiment toward 5G fixed wireless, where 6% of Australian broadband users already utilize non-NBN fixed wireless solutions.
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