AU Stock MarketDetailed Quotes

TLS Telstra Group Ltd

Watchlist

4.140
-0.010-0.24%

20min DelayNot Open Mar 25 16:00 AET

47.84BMarket Cap29.57P/E (Static)

Telstra Group Ltd Stock Forum

151852872

Mar 19 18:13

19.03.25 … Bearish since Tues, 10th March 2025

$Telstra Group Ltd (TLS.AU)$

Moomoo News AU

Mar 18 17:41

Columns A-REITs showcase high dividend yields and resilience amid market volatility

Impacted by Trump's tariff policies and concerns over a potential U.S. economic downturn, both the U.S. and Australian stock markets have experienced significant declines recently, with $S&P/ASX 200 (.XJO.AU)$ falling over 8% from its February peak as of March 18th. Australian industry sectors have also seen notable drops, yet Australian Real Estate Investment Trusts (A-REITs) have highlighted their value with their high d...

151852872

Mar 17 15:10

stop loss

$Telstra Group Ltd (TLS.AU)$ set, after visually checking back to a support level that “fitted” the “context” of the trading pattern of recent price patterns (e.g. each candle closed approximately close in distance from former candle), we set our SL beyond the brown horizontal line. Check tmrow, Tues 18th March.

Michael McCarthy CEO

Feb 20 14:05

Telstra doing the heavy lifting today

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

Jessica Amir

Feb 20 07:27

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...

https://www.youtube.com/watch?v=Dt57EmXUROU

From YouTube

CPI jumps: Fed rate cuts unlikely?

Moomoo AU

Feb 17 08:43

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

Hi, mooers!
$Telstra Group Ltd (TLS.AU)$ is releasing its earnings on February 20. Unlock insights with TLS Earnings Hub>>
Rewards
● An equal share of 2,000 points: For mooers who correctly guess the price range of TLS's closing price at 4pm AEDT February 20 (e.g., If 50 mooers make a correct guess, each of them will get 40 points.)
(Vote will close at 1pm AEDT February20)
● Exclusive 300 points: Top 3 comments on analyzing TLS'...

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.

Report
Reply

Cancel Reply
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.

Report
Reply

Cancel Reply
151187800 : interest rate cut

Report
Reply

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

Report
Reply

Cancel Reply
rust1986 : yeah mate

Report
Reply

Cancel Reply

View more comments...

151404867

Feb 17 05:57

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 19:13

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...