Telstra held is annual Investor Day event on 27th November 2019. Telstra CEO Andy Penn and senior management covered off progress on its T22 strategy, financial and earnings outlook, changing dynamics in the Enterprise market, progress on the 5G rollout, entry into gaming and changes to InfraCo. In this report, we have analysed some of the key announcements from the event and provided our take on the same.

Contents

Key takeaways

Telstra Investor Day 2019

T22 strategy remains on track

Financial outlook remains unchanged

Telstra Enterprise

5G update

Telstra InfraCo

Telstra sees gaming as a growth area

Our take

List of charts/tables

Figure 1. T22 strategy progress

Figure 2. Telstra FY20 guidance

Figure 3. Enterprise market dynamics

Figure 4. Overview of Telstra’s mobile network

Figure 5. Figure 5. Telstra’s plan for InfraCo