Telstra: Battling Disruption and Growing Enterprise Cloud & ICT

Telstra: Battling Disruption and Growing Enterprise Cloud & ICT

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When Amazon Web Services (AWS) landed in Australia in 2012, everyone expected carnage for Australian carriers. Telstra’s Network Applications & Services division, though, is growing fast and making some interesting moves. How did Telstra do it, and what else can be learned from its successes and its latest moves into the Healthcare market?

Description

Format: PDF filePages: 25 pagesCharts: 16Author: Alexander HarrowellPublication Date: July 2015

Table of Contents

  • Executive Summary
  • Introduction
  • A quick background on the Australian Market
  • Telstra: doing pretty well
  • Telstra is growing some new Telco 2.0 revenue streams
  • Cloud and Enterprise ICT are key parts of Telstra’s story
  • Mobile is getting more competitive
  • Understanding Australia’s Cloud Market
  • Australia is a relatively advanced market
  • Although it has some unique distinguishing features
  • The Australian Cloud Price Disruption Target
  • The Healthcare Investments: A Big Ask
  • Conclusions and Recommendations

Table of Figures

  • Figure 1: Telstra continues to achieve group-wide EBITDA margins like VZW’s
  • Figure 2: Mobile and cloud lead the way
  • Figure 3: Telco 2.0 is a growing force within Telstra
  • Figure 4: Telstra’s media businesses, though promising, aren’t enough to replace the directories line of business
  • Figure 5: Telco 2.0 businesses overtook fixed voice in H2 2014
  • Figure 6: Cloud is the key element in Telstra’s Telco 2.0 strategy
  • Figure 7: NA&S is by far the strongest enterprise business at Telstra
  • Figure 8: Enterprise fixed is under real competitive pressure
  • Figure 9: Telstra Mobile subscriber KPIs
  • Figure 10: Telstra Mobile is strong all round, but M2M ARPU is a problem, just as it is for everyone
  • Figure 11: Australia is a high-penetration digital market
  • Figure 12: Australia is a long way from most places, and links to the Asia Pacific Cable Network (APCN) could still be better
  • Figure 13: The key Asia Pacific Cable Network (APCN) cables
  • Figure 14: Telstra expects rapid growth in intra-Asian trade in cloud services
  • Figure 15: How much?
  • Figure 16: A relationship, but a weak one – don’t count on data sovereignty

Technologies and industry terms referenced include: Amazon, APAC, APCN, Australia, AWS, Cloud, communications, Differentiation, digital, enterprise, Innovation, M2M, media, nfv, services, Telstra, unified, Verizon, Web