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TLS Telstra Group Ltd

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4.140
+0.030+0.73%

20min DelayTrading Feb 28 12:54 AET

47.84BMarket Cap29.57P/E (Static)

Telstra Group Ltd Stock Forum

Michael McCarthy CCO

Feb 20 00:05

Telstra doing the heavy lifting today

$Telstra Group Ltd (TLS.AU)$ $S&P/ASX 200 (.XJO.AU)$

Jessica Amir

Feb 19 17:27

Columns Fatigued markets vs resilient stocks like Garmin. Tesla. CVS. and Zip. Aussie earnings are now 'disappointing' pressuring the ASX

Markets await next catalyst. Are fatigued but resilient despite Fed and Trump
The key US indices hit record highs overnight, but momentum is slowing, with the Nasdaq 100 and S&P 500 only marginally rising day to day. While US markets are still up 4% – despite President Donald Trump's threats of more tariffs and caution about further rate cuts from the US Federal Rese...

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CPI jumps: Fed rate cuts unlikely?

Moomoo AU

Feb 16 18:43

Telstra earnings preview: Grab rewards by guessing the closing price!

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$Telstra Group Ltd (TLS.AU)$ is releasing its earnings on February 20. Unlock insights with TLS Earnings Hub>>
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RBA Cuts Rates for First Time in Over Four Years

Lucas Cheah : $Telstra Group Ltd (TLS.AU)$ Earnings Prospects
1. Key Revenue Drivers & Growth Catalysts
a) Mobile Segment – Telstra’s Core Growth Engine
Telstra’s mobile business accounts for over 40% of total revenue, making it the primary earnings driver.
• Subscriber Growth: Telstra added 560,000 new mobile customers in 2024, strengthening its market position.
• 5G Expansion: Telstra leads Australia’s 5G rollout, with 85% population coverage, helping drive premium plan adoption.
Impact on Earnings:
• Higher postpaid & enterprise mobile subscribers will boost average revenue per user (ARPU)
• Faster 5G adoption leads to increased data revenue.
b) Fixed-Line & Enterprise Business – Facing Headwinds
Telstra’s Fixed Enterprise segment, which provides connectivity to businesses, declined by 2.7% in FY24.
Challenges:
• Declining Landline Usage: Fixed-line revenue has continued to drop due to customers migrating to mobile and cloud-based solutions.
• Enterprise Weakness: Telstra’s business customers are shifting to competitors, impacting corporate contracts.
• Job Cuts: In response, Telstra announced 2,800 job cuts to reduce costs by AU$350 million.
Impact on Earnings:
• Continued enterprise revenue decline could weigh on overall growth.
• Cost-cutting initiatives may help offset revenue losses.
c) Infrastructure & Fiber Network Expansion
Telstra is investing AU$1.6 billion in its fiber network expansion, targeting faster connectivity and higher enterprise demand.
Expected Benefits:
• Expected to generate AU$200 million annually once completed in 2027.
• Long-term revenue boost from enterprise & government contracts.
Impact on Earnings:
• Higher infrastructure revenue in the long run.
• Short-term costs could impact profit margins.
d) Cost Management & Efficiency Initiatives
Telstra’s cost-cutting measures aim to improve profitability.
• Job reductions & automation will help save AU$350 million by FY25.
• AI-powered customer service & digital self-service will lower operational costs.
2. Challenges & Risks
a) Competitive Pressures from Optus & TPG Telecom
• Optus and TPG are aggressively expanding 5G coverage, pressuring Telstra’s pricing power & customer retention.
• There is market share risk if competitors undercut Telstra on pricing.
b) Regulatory Uncertainty & NBN Pricing
• Telstra relies on the National Broadband Network (NBN) for fixed-line services, but rising NBN wholesale costs may squeeze margins.
• NBN pricing pressure could limit broadband profitability.
c) Execution Risks in Cost-Cutting & Fiber Expansion
• If Telstra’s restructuring and fiber investment take longer than expected, earnings growth may be delayed.
• Delays in cost-saving measures could impact short-term profitability.
In conclusion, Telstra’s earnings prospects remain solid, driven by mobile expansion, cost efficiency, and infrastructure investments. While enterprise weakness and regulatory risks pose challenges, the company’s 5G leadership and cost-saving initiatives should support long-term profitability.

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151404867 : Good summary - Telstra makes money from Mobile, Towers, International, rest are duds. Sales of foxtel will add to bottomline and if DCN are monetised then it will increase its div by another 0.5c. Its only dividend which is in play, capital growth is minimal.

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151187800 : interest rate cut

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152402891 : car compnay is a losing business- cars donr make money

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rust1986 : yeah mate

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151404867

Feb 16 15:57

Can Mobile Keep Telstra's Dividend Machine Running?

$Telstra Group Ltd (TLS.AU)$
Telstra's recent strategic shift has raised eyebrows, but a closer look reveals a calculated move towards a mobile-centric future. The telco giant is shedding underperforming baggage and doubling down on its cash cow: mobile. This isn't just a trend; it's a fundamental repositioning in a post-NBN world.
Why Mobile Reigns Supreme
Telstra's dominance in the mobile market is undeniable. With a commanding 40% share, they...

RBA Cuts Rates for First Time in Over Four Years

Moomoo News AU

Feb 13 05:13

Columns RBA rate cut countdown: How to seize the investment opportunity?

The RBA is set to release its February monetary policy decision on February 18. The market now sees a 90% chance of a 25 basis point rate cut, which would bring the cash rate down from 4.35% to 4.10%.
If the RBA cuts rates in February, it would mark the first rate cut since the cash rate was raised to 4.35% in November 2023, and the first in over four years, signaling Australia's official entry into a rate-cutting cycle.
RBA rate cu...

RBA Cuts Rates for First Time in Over Four Years

trailerparkolympics

Jan 28 15:38

$Telstra Group Ltd (TLS.AU)$ telecom companies are the backbone of the 5 eyes 😉

Moomoo News AU

Jan 9 00:34

Columns AU Evening Wrap | ASX 200 halts gains, Star Entertainment loses a third of its value; US jobs data looms

Top gainers: $Arcadium Lithium PLC (LTM.AU)$, $Pro Medicus Ltd (PME.AU)$ and $Northern Star Resources Ltd (NST.AU)$
Top losers: $Lovisa Holdings Ltd (LOV.AU)$, $Cettire Ltd (CTT.AU)$ and $GQG Partners Inc (GQG.AU)$
Australian shares dipped slightly on Thursday, ending a five-day winning streak. The $S&P/ASX 200 (.XJO.AU)$ fell 0.24% to close at 8,329.20, as investors turned cautious ahead of upcoming...

DavePhoenix

Aug 14, 2024 22:26

Telstra just announced its dividend payment. Is it time to buy?

Why Telstra Stocks Could Be a Smart Buy
Telstra Corporation $Telstra Group Ltd (TLS.AU)$ Australia's largest telecommunications provider, has long been a staple in many investment portfolios. Fundamental analysis shows many reasons why Telstra stocks could be a strong buy in the current market environment.
1. Strong Support Levels - Telstra shares have consistently found support around key price levels in recent months. The stock ha...

SanjBot

Jul 24, 2024 10:14

Inflation nightmare

$Telstra Group Ltd (TLS.AU)$ with mobile phone plan prices going up and everyone having to run out and buy a new phone, oh for fuck sakes, cut us some slack. We'll get the phones when we can afford them, fuckers. Optus sizes up customer inaction leading into 3G shutdown