Telstra Corporation Limited - Company Overview and Operating Statistics

Synopsis

Telstra is Australia’s largest telecommunications provider offering a full range of telecom services throughout Australia. The company provides basic access services to most homes and businesses, local and long-distance telephone call services, and mobile and internet services including over eight million fixed lines and more than 12.5 million mobile connections.

Wholesale services are also provided to ISPs and RSPs while advertising and subscription television services are provided through subsidiary companies. In late 2011 Telstra considered wholesaling mobile services on the Next G network, as in the past only 2G mobile services were wholesaled.

This report provides an overview of Telstra’s main areas of operation including:

• strategic business units;
• local and international subsidiaries;
• a brief financial result summary;
• the ADSL and NGN networks.

We also provide key operating statistics in the areas of:

• network and operations data;
• billable traffic data;
• mobile, broadband and pay TV subscribers.

In this report we provide an outline of the company and provide an overview of the company with analysis, statistics in text, tabular and charts formats in an easy-to-read format.

Companies mentioned:

Companies mentioned in this report include – TelstraClear, BigPond, CSL World, Whereis, Telstra, Telstra Business, Telstra International, Country Wide, Sensis, FOXTEL, Quotify, Yelp.

Hot topics mentioned:

Hot topics mentions in this report include – subscribers – mobile, broadband, retail, wholesale, digital media, 4G.

Table of Contents

• 1. Synopsis
• 2. Company overview
  • 2.1 Overview
  • 2.2 Operational statistical information
• 3. Business units
  • 3.1 Background information
  • 3.2 Customer-facing units
  • 3.3 Digital Media division
    • 3.3.1 Overview
    • 3.3.2 FOXTEL
    • 3.3.3 Sensis
  • 3.4 Networks
  • 3.5 Telstra International
    • 3.5.1 Telstra secures operating licences in Asian markets
• 4. Company analysis – 2011
  • 4.1 NBN another step forward
  • 4.2 Analysis of Telstra’s cloud coup
  • 4.3 Telstra is in good shape – analysis results FY 2011
  • 4.4 Sensis – another missed opportunity – 2011
  • 4.5 Finally Telstra bundles its media assets
• 5. Networks
  • 5.1 Telstra’s next-generation network
  • 5.2 Telstra’s ADSL network
  • 5.3 Winning customers back - but lower average revenue per user (ARPU) and profits
  • 5.4 Commoditising market
  • 5.5 The market moved on while Telstra was gaming the system
• 6. Telstra in transition
  • 6.1 Irrational approach to transition period
  • 6.2 Telstra is serious about its new future
  • 6.3 New business models are required
    • 6.3.1 Moving to NBN world
    • 6.3.2 Infrastructure
    • 6.3.3 Middleware – value-added infrastructure
    • 6.3.4 The retail business
  • 6.4 Unravelling the vertically-integrated businesses
  • 6.5 What about the rest of the industry?
  • 6.6 Mobile broadband on 4G network
  • 6.7 Telstra Next G to be wholesaled
• 7. Controlled and associated entities
• 8. Telstra Corporation Limited - financial statistics (separate report)
• 9. Related reports

• Table 1 – Statistical overview (calls/subscribers/networks) – 2007 - 2011
• Table 2 – Statistical overview (calls/subscribers/networks), annual change – 2007 - 2011
• Table 3 – Financial and operational headline statistics – Telstra results 2011

• Chart 1 – Telstra – fixed line by sector and mobile voice minutes of use – 2005 - 2012
• Chart 2 – Telstra – fixed-line, mobile and broadband subscribers – 2005 - 2010

• Exhibit 1 – Telstra Corporation Ltd at a glance – 2011
• Exhibit 2 – FOXTEL at a glance – 2011
• Exhibit 3 – Sensis Pty Ltd at a glance – 2011
• Exhibit 4 – Sensis key products and services
• Exhibit 5 – Telstra’s NGN planned implementation time-line
• Exhibit 6 – Telstra-controlled entities (Australia) – 2011
• Exhibit 7 – Telstra-controlled entities (offshore) through Telstra Holdings – 2011
• Exhibit 8 – Jointly controlled and associated companies – 2011