Telstra Group (TLS) Investor Day 2025 summary

Strategic vision and market context

• Launched the Connected Future 30 strategy, building on previous T22 and T25 strategies, aiming to be the number one choice for connectivity in Australia by 2030, with a focus on customer engagement, network leadership, and digital infrastructure.

• Strategy structured around three layers: customer engagement, network as a product, and digital infrastructure, each with specific value creation targets.

• Identified accelerating demand for sophisticated, flexible connectivity driven by technology trends like AI and changing customer needs.

• Emphasized transformation of the core network to a more virtualized, software-defined, and autonomous model, enabling new commercial models and differentiated offerings.

• Four enablers—people & culture, technology leadership, sustainability, and financial discipline—underpin delivery of the strategy.

Customer engagement and segment priorities

• Targets include growing strategic NPS by over 50% by FY30 and consistently ranking among Australia’s top 10 brands.

• Consumer priorities: brand strength, safety, AI-driven experiences, premium retail, and differentiated connectivity.

• Business segment focuses on tailored connectivity, productivity solutions, and deepening customer relationships through multiple channels and partners.

• Enterprise segment reset to focus on core connectivity, simplify operations, and explore options for tech services, including potential divestment.

• Maintain top quartile employee engagement and achieve top quartile AI maturity by FY30.

Network and technology evolution

• Committed AUD 800 million in additional BAU CapEx over four years to roll out 5G Advanced, aiming to lift the network experience index by one point annually to FY30.

• Investing in advanced technologies such as satellite-to-mobile, 6G, and autonomous networks to enhance capacity, efficiency, and resilience.

• Pursuing network programmability, monetizing attributes like uplink, latency, and security, and enabling differentiated offerings via APIs and partnerships.

• Majority of connectivity revenue to be enabled by network as a product by FY30.

• Focus on security by design and reducing customer impact minutes.