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Telstra targets cost reductions to below $5.4b by FY22 while doubling down on infrastructure separation and 5G leadership.
Nitish Kumar, PhD · Venture InsightsPeriod: FY194 min read
Last updated
Telstra sheath fibre network length
Target capex to sales ratio by FY20
This report analyzes Telstra's FY19 Investor Day, highlighting the company's progress on its T22 strategy and the structural separation of InfraCo. Telstra has expanded its 5G footprint to 25 cities and is preparing for the 2021 mmWave auction. The analysis covers the rationalization of 20% of enterprise product offerings and the strategic partnership with Microsoft for gaming. Financial guidance for FY20 remains unchanged, with a focus on offsetting NBN costs through productivity improvements and reducing the capex-to-sales ratio to under 14%.
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