• 151453268 witso : what are the garmin watches like, some of their other tec i have used outdoors i found quite good, Garmin sprang from US defense and Gps positioning systems to this big tec company and the Fit watch of course Amazing.

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• fancy_monkey : I absolutely love them. Thinking of upgrading my Fenix 6X to an Mk3i so I only need one watch for gym, trail running and scuba. Garmin is solid. Don’t own the stock currently but looking if there’s a case for an entry.

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• 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 OP : Mobile with > 60% contribution to EBITDA is leading the charge. Share buyback is to ensure share price doesn't decline as it faces Rev and NWC headwinds. Capex is flat as well.

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• PAUL BIN ANTHONY : tq sir god bless your and family Amen

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• Nchiwla : Anyone know of an ETF for the 1. telecomms in Aus, 2. Materials in Aus 3. consumer staples in Aus?

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• Nchiwla : and the other sectors mentions 4,5,6?

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