SlideShare uma empresa Scribd logo
1 de 19
The Telstra InfraCo
Journey
Brendon Riley
CEO
March 2022
InfraCo’s journey so far
2018 2022
Copyright Telstra InfraCo© Page 2
InfraCo’s journey so far
2018
Launch of T22
• T22 announced and
InfraCo born
• CEO appointed
2022
Copyright Telstra InfraCo© Page 3
Copyright Telstra InfraCo© Page 4
Improve
infrastructure
operating
efficiency and
service delivery
Provide
optionality for
Telstra in the
future
Provide greater
transparency
on the value of
Telstra’s
underlying
infrastructure
Why create InfraCo?
Infra expertise
Talent
Brand and reputation
New offerings and
customers
Profitable and attractive
Flexible business model
Copyright Telstra InfraCo© Page 5
InfraCo is an
integrated
market-facing
asset-based
infrastructure
business
Improve
infrastructure
operating
efficiency and
service delivery
Provide
optionality for
Telstra in the
future
Provide greater
transparency
on the value of
Telstra’s
underlying
infrastructure
InfraCo’s journey so far
2018
Launch of T22
• T22 born and
InfraCo announced
• CEO appointment
Jun 2019 to Jun 2020
Phase 1: Establish InfraCo as an operating infrastructure business
• Portfolio options
• Operating Business vision
• SLT and Board alignment
• Scope and mission
• Principles
• Organisation and operating model design
• Intercompany agreements
• Investor Day market strategy
announcement
• New organisation and leadership team
announced
• Economic modelling
• Transition process from old to new
2022
Copyright Telstra InfraCo© Page 6
Key principles of Intercompany Agreements
Business Continuity
Market Differentiation
Market Competitiveness
Key Principles
Entity
Telstra
InfraCo Standalone Business
Strong InfraCo
Strong Telstra
Strategic Relationship
Copyright Telstra© Page 7
Balance
InfraCo’s journey so far
2018
Launch of T22
• T22 born and
InfraCo announced
• CEO appointment
Jun 2019 to Jun 2020
Phase 1: Establish InfraCo as an operating infrastructure business
• Portfolio options
• Operating Business vision
• SLT and Board alignment
• Scope and mission
• Principles
• Organisation and operating model design
• Intercompany agreements
• Investor Day market strategy
announcement
• New organisation and leadership team
announced
• Economic modelling
• Transition process from old to new
2022
Copyright Telstra InfraCo© Page 8
InfraCo’s journey so far
2018
Launch of T22
• T22 born and
InfraCo announced
• CEO appointment
Jun 2019 to Jun 2020
Phase 1: Establish InfraCo as an operating infrastructure business
• Portfolio options
• Operating Business vision
• SLT and Board alignment
• Scope and mission
• Principles
• Organisation and operating model design
• Intercompany agreements
• Investor Day market strategy
announcement
• New organisation and leadership team
announced
• Economic modelling
• Transition process from old to new
2022
Copyright Telstra InfraCo© Page 9
Jul 2020 to Feb
2021
Phase 2: Stand-up and drive value from the asset businesses
• InfraCo fully operational
• New brand launch
• Asset business creation
• Build accounting and financial
systems
• Operate buy/sell side
• Asset maintenance, LCM & safety
• Investor Day asset business
strategies / financials, restructure
and plans to monetise towers
• External 1H financial results
• Dark fibre launch
Telstra
InfraCo
priorities
Key
programs
FY19/20
Stage 1
Standalone infra business unit
• Drive asset efficiencies
• Maintain existing customer and
offering portfolio
• Establish intercompany agreements
by asset class
• Asset accountabilities
• Detailed operating agreements
• Organisational structure, core
competencies and op model
• Financial reporting
• IT and process architecture
FY21/22
Stage 2
Asset and business value
creation
• Build out asset-based businesses
• Evolve market offerings and brand
• Partnerships to drive growth
• Asset business & company structures
• Market offerings, customer segments
and branding
• Capital and funding optionality
• Operational excellence
• Standalone processes and systems
In the future
Structural optionality
• Long term shareholder value
maximisation
• Readiness and flexibility
• Market options
• Co-operation options
We are transitioning from business building to business operations and asset
monetisation
Copyright Telstra InfraCo© Page 10
InfraCo’s journey so far
2018
Launch of T22
• T22 born and
InfraCo announced
• CEO appointment
Jun 2019 to Jun 2020
Phase 1: Establish InfraCo as an operating infrastructure business
• Portfolio options
• Operating Business vision
• SLT and Board alignment
• Scope and mission
• Principles
• Organisation and operating model design
• Intercompany agreements
• Investor Day market strategy
announcement
• New organisation and leadership team
announced
• Economic modelling
• Transition process from old to new
2022
Copyright Telstra InfraCo© Page 11
Jul 2020 to Feb
2021
Phase 2: Stand-up and drive value from the asset businesses
• InfraCo fully operational
• New brand launch
• Asset business creation
• Build accounting and financial
systems
• Operate buy/sell side
• Asset maintenance, LCM & safety
• Investor Day asset business
strategies / financials, restructure
and plans to monetise towers
• External 1H financial results
• Dark fibre launch
Mar 2021 onwards
Phase 3: Unlock value from our infrastructure /
Structural optionality and Towers monetisation
• Restructure preparations
• Towers focus/investor
readiness
• Towers offer and deal
• Towers sale announced
• Data Centre Co-location
launch
• Amplitel brand launch and
JV operational
• Investor Day fibre strategy
The InfraCo
Towers deal
was well
received
Copyright Telstra InfraCo© Page 12
InfraCo’s journey so far
2018
Launch of T22
• T22 born and
InfraCo announced
• CEO appointment
Jun 2019 to Jun 2020
Phase 1: Establish InfraCo as an operating infrastructure business
• Portfolio options
• Operating Business vision
• SLT and Board alignment
• Scope and mission
• Principles
• Organisation and operating model design
• Intercompany agreements
• Investor Day market strategy
announcement
• New organisation and leadership team
announced
• Economic modelling
• Transition process from old to new
2022
Copyright Telstra InfraCo© Page 13
Jul 2020 to Feb
2021
Phase 2: Stand-up and drive value from the asset businesses
• InfraCo fully operational
• New brand launch
• Asset business creation
• Build accounting and financial
systems
• Operate buy/sell side
• Asset maintenance, LCM & safety
• Investor Day asset business
strategies / financials, restructure
and plans to monetise towers
• External 1H financial results
• Dark fibre launch
Mar 2021 onwards
Phase 3: Unlock value from our infrastructure /
Structural optionality and Towers monetisation
• Restructure preparations
• Towers focus/investor
readiness
• Towers offer and deal
• Towers sale announced
• Data Centre Co-location
launch
• Amplitel brand launch and
JV operational
• Investor Day fibre strategy
2022
• Intercapital Fibre /
Viasat partnership
• Fixed Network Sites strategy
• InfraCo Fixed as an investible
entity
InfraCo’s
strategy
Our
purpose
and
values
To build a connected future so everyone can thrive
We are changemakers We are better together​ We care​ We make it simple​
Our
building
blocks
Our
ambition
To deliver customer value & profitable growth by improving access, utilisation and scale of our
infrastructure
Provide accessible
infrastructure for the
nation
Enhance our
infrastructure expertise
Establish globally
competitive &
sustainable asset
businesses
Execute on Amplitel’s
strategy with our new
partners
InfraCo Fixed
readiness to explore
future monetisation or
other opportunities
Create strategic InfraCo
| Customer
partnerships
Copyright Telstra InfraCo© Page 14
Amplitel is shaping the market
• Australia’s largest tower network with over
8,000 sites
• Supporting all carriers’ bids for co-funding
to improve coverage in regional areas
• Increased asset utilisation a core focus
Supporting expanded mobile
coverage for all Australians
• Customer access to new asset management
system live this month, enabling self service
for new and existing orders
• Innovative Digital Twin program helping
customers visualise equipment on site
Improving access to
Amplitel’s tower network
• Landbanking and build-to-suit programs
• Site acquisition, planning, and design
• Structural assessment and strengthening
• Equipment installation, commissioning, and
while-we-are-there maintenance services
Launching full tower
infrastructure services
Copyright Telstra InfraCo© Page 15
• 20,000 kms of new fibre technology over
five years. Dual terrestrial cables allow
high capacity with maximum flexibility
for customers
• Ultra-high capacity, low-latency fibre will
enable higher transmission rates between
capital cities
• Construction in Bakers Hill WA underway, and
Orange NSW imminent
Intercapital fibre network
of the future
InfraCo’s unrivalled fibre footprint will continue to grow, construction underway
• Combining our leading fibre footprint and fixed
network assets provides unique opportunities
for our customers
• Viasat partnership combines fibre,
data centre connectivity and network
management to support Viasat’s new
Asia-Pacific satellite constellation
Unique connectivity
to critical infrastructure
• New Dark Fibre Premise offer launched
across six metro capital cities
• Additional launches in FY22 will expand our
dark fibre into more cities and add additional
non-premise service point offerings
Expanding our dark fibre
product set to meet market
needs
Dark Fibre
DC-DC/POI
Dark Fibre
Premise
Dark Fibre
POI Ring
Copyright Telstra InfraCo© Page 16
Ready to go national infrastructure, wherever you need it
• 370,000km of duct, 59% metro and 41% in
regional/remote areas
• 7.5m pits and manholes, 60% metro and 40%
in regional/remote areas
• 160,000 poles suited to small cell, emergency
services and IoT usage
• Simple and efficient access, quotes and
bookings via the Automated Duct Reservation
tool
Ducts, pits/manholes & poles
are used by many carriers
• Over 10,000 fixed network sites including
111 nbn POIs, fibre amplifier sites and access
points
• 2 dedicated data centres and carrier neutral
DC colocation space in 7 additional
metropolitan sites
• Investment in energy efficiency to contribute to
50% reduction in greenhouse gas emissions
by 2030
Fixed network sites are
where the network is
• Site access and services tailored to the needs
of Telstra, nbn, carriers, government and
enterprise customers
• New product development coordination across
InfraCo ensures we bring a similar integration
approach to every opportunity
Infrastructure expertise
enhances strategic partnerships
with customers
Copyright Telstra InfraCo© Page 17
Our asset portfolio leads the market in terms of
scale, coverage and mix
We will continue to make large scale investments
in our networks, infrastructure and solutions
We are committed to opening up more innovative
ways for customers to access our infrastructure
Copyright Telstra InfraCo© Page 18
Thank you

Mais conteúdo relacionado

Mais procurados

5G Cloud RAN & IoT Architecture
5G Cloud RAN & IoT Architecture5G Cloud RAN & IoT Architecture
5G Cloud RAN & IoT Architecture
Sathiya keerthi
 
Partner Letter - Installation Authorisation
Partner Letter - Installation AuthorisationPartner Letter - Installation Authorisation
Partner Letter - Installation Authorisation
Chris Mathapo
 
Company Profile Sample
Company Profile SampleCompany Profile Sample
Company Profile Sample
nsijaji1
 

Mais procurados (20)

Fundamentals of Mobile Network Sharing
Fundamentals of Mobile Network SharingFundamentals of Mobile Network Sharing
Fundamentals of Mobile Network Sharing
 
Ericsson 5G plug-ins
Ericsson 5G plug-insEricsson 5G plug-ins
Ericsson 5G plug-ins
 
5G - Tech to business case
5G - Tech to business case5G - Tech to business case
5G - Tech to business case
 
Ericsson 5G Core System
Ericsson 5G Core SystemEricsson 5G Core System
Ericsson 5G Core System
 
Ericsson transports 5G
Ericsson transports 5GEricsson transports 5G
Ericsson transports 5G
 
5G Cloud RAN & IoT Architecture
5G Cloud RAN & IoT Architecture5G Cloud RAN & IoT Architecture
5G Cloud RAN & IoT Architecture
 
Opti x osn 1800 brochure
Opti x osn 1800 brochureOpti x osn 1800 brochure
Opti x osn 1800 brochure
 
OFC 2019 - 100G DWDM DCI/Metro Network Solutions - Debating alternatives to ...
OFC 2019 -  100G DWDM DCI/Metro Network Solutions - Debating alternatives to ...OFC 2019 -  100G DWDM DCI/Metro Network Solutions - Debating alternatives to ...
OFC 2019 - 100G DWDM DCI/Metro Network Solutions - Debating alternatives to ...
 
LTE-Advanced Pro from Qualcomm
LTE-Advanced Pro from QualcommLTE-Advanced Pro from Qualcomm
LTE-Advanced Pro from Qualcomm
 
Huawei White Spaces E & V Band Technology
Huawei White Spaces E & V Band TechnologyHuawei White Spaces E & V Band Technology
Huawei White Spaces E & V Band Technology
 
Introducing Coherent 100ZR for the optical edge
Introducing Coherent 100ZR for the optical edgeIntroducing Coherent 100ZR for the optical edge
Introducing Coherent 100ZR for the optical edge
 
Partner Letter - Installation Authorisation
Partner Letter - Installation AuthorisationPartner Letter - Installation Authorisation
Partner Letter - Installation Authorisation
 
History & Evaluation Of Taj Group Of Hotels By Naveen Dahanwal
History & Evaluation Of Taj Group Of Hotels By Naveen DahanwalHistory & Evaluation Of Taj Group Of Hotels By Naveen Dahanwal
History & Evaluation Of Taj Group Of Hotels By Naveen Dahanwal
 
Mobile VAS and Multimedia Ecosystem and Value‐Chain over 4G and 4.5G Network ...
Mobile VAS and Multimedia Ecosystem and Value‐Chain over 4G and 4.5G Network ...Mobile VAS and Multimedia Ecosystem and Value‐Chain over 4G and 4.5G Network ...
Mobile VAS and Multimedia Ecosystem and Value‐Chain over 4G and 4.5G Network ...
 
5G Services Story
5G Services Story5G Services Story
5G Services Story
 
Ims Services
Ims ServicesIms Services
Ims Services
 
Unified NMS platform (Single OSS/M2000/Netact Platform)
Unified NMS platform (Single OSS/M2000/Netact Platform)Unified NMS platform (Single OSS/M2000/Netact Platform)
Unified NMS platform (Single OSS/M2000/Netact Platform)
 
Company Profile Sample
Company Profile SampleCompany Profile Sample
Company Profile Sample
 
MVNO for Financial Services - Cartesian - June 2015
MVNO for Financial Services - Cartesian - June 2015MVNO for Financial Services - Cartesian - June 2015
MVNO for Financial Services - Cartesian - June 2015
 
Malaysia Data Center Landscape, Where is the next hotspot to place your fiber...
Malaysia Data Center Landscape, Where is the next hotspot to place your fiber...Malaysia Data Center Landscape, Where is the next hotspot to place your fiber...
Malaysia Data Center Landscape, Where is the next hotspot to place your fiber...
 

Semelhante a CommsDay Melb Congress Telstra InfraCo

NEW C2C SITE FOR DTT NICHE MARKET PENETRATION
NEW C2C SITE FOR DTT NICHE MARKET PENETRATIONNEW C2C SITE FOR DTT NICHE MARKET PENETRATION
NEW C2C SITE FOR DTT NICHE MARKET PENETRATION
Eze Igwe
 
BIM Gathering 2015 - JHunt.
BIM Gathering 2015 - JHunt.BIM Gathering 2015 - JHunt.
BIM Gathering 2015 - JHunt.
John Hunt
 
AMOS UGWU RESUME- CURRENT V3
AMOS UGWU RESUME- CURRENT V3AMOS UGWU RESUME- CURRENT V3
AMOS UGWU RESUME- CURRENT V3
AMOS UGWU
 
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
IIBA_Latvia_Chapter
 
VISHAL KESWANI -May 2015
VISHAL KESWANI -May 2015VISHAL KESWANI -May 2015
VISHAL KESWANI -May 2015
Vishal Keswani
 

Semelhante a CommsDay Melb Congress Telstra InfraCo (20)

WDSI Malaysia Wireless
WDSI Malaysia WirelessWDSI Malaysia Wireless
WDSI Malaysia Wireless
 
Crown July 2016
Crown July 2016Crown July 2016
Crown July 2016
 
Crown July 2016
Crown July 2016Crown July 2016
Crown July 2016
 
Connectial_CompanyProfile
Connectial_CompanyProfileConnectial_CompanyProfile
Connectial_CompanyProfile
 
2014 june-11-transformation-plan-update-en
2014 june-11-transformation-plan-update-en2014 june-11-transformation-plan-update-en
2014 june-11-transformation-plan-update-en
 
NEW C2C SITE FOR DTT NICHE MARKET PENETRATION
NEW C2C SITE FOR DTT NICHE MARKET PENETRATIONNEW C2C SITE FOR DTT NICHE MARKET PENETRATION
NEW C2C SITE FOR DTT NICHE MARKET PENETRATION
 
HCL DX Inspire 2019 - Jacobacci & Partners - Digital service delivery
HCL DX Inspire 2019 - Jacobacci & Partners - Digital service deliveryHCL DX Inspire 2019 - Jacobacci & Partners - Digital service delivery
HCL DX Inspire 2019 - Jacobacci & Partners - Digital service delivery
 
Workplace Technology Devices (WTD) Initiative
Workplace Technology Devices (WTD) InitiativeWorkplace Technology Devices (WTD) Initiative
Workplace Technology Devices (WTD) Initiative
 
Corporate member event September 2015, BIM and Soft Landings
Corporate member event September 2015, BIM and Soft LandingsCorporate member event September 2015, BIM and Soft Landings
Corporate member event September 2015, BIM and Soft Landings
 
BIM Gathering 2015 - JHunt.
BIM Gathering 2015 - JHunt.BIM Gathering 2015 - JHunt.
BIM Gathering 2015 - JHunt.
 
PiT Briefing - Glenn Walker - Executive Director, ICT Renewal and Strategic S...
PiT Briefing - Glenn Walker - Executive Director, ICT Renewal and Strategic S...PiT Briefing - Glenn Walker - Executive Director, ICT Renewal and Strategic S...
PiT Briefing - Glenn Walker - Executive Director, ICT Renewal and Strategic S...
 
Innov8 EPM profile
Innov8 EPM profileInnov8 EPM profile
Innov8 EPM profile
 
AMOS UGWU RESUME- CURRENT V3
AMOS UGWU RESUME- CURRENT V3AMOS UGWU RESUME- CURRENT V3
AMOS UGWU RESUME- CURRENT V3
 
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
'A Practical Application of Enterprise Architecture – the Ecobank Example by ...
 
Making indonesia 4.0 Cloud Computing - DIGITEC 2018
Making indonesia 4.0 Cloud Computing - DIGITEC 2018 Making indonesia 4.0 Cloud Computing - DIGITEC 2018
Making indonesia 4.0 Cloud Computing - DIGITEC 2018
 
BIFM North Region Key Learning Event - BIM & Soft Landings
BIFM North Region Key Learning Event - BIM & Soft LandingsBIFM North Region Key Learning Event - BIM & Soft Landings
BIFM North Region Key Learning Event - BIM & Soft Landings
 
Inca lffn presentation
Inca lffn presentationInca lffn presentation
Inca lffn presentation
 
VISHAL KESWANI -May 2015
VISHAL KESWANI -May 2015VISHAL KESWANI -May 2015
VISHAL KESWANI -May 2015
 
Iveda (OTCQB:IVDA) - Investor Presentation
Iveda (OTCQB:IVDA) - Investor PresentationIveda (OTCQB:IVDA) - Investor Presentation
Iveda (OTCQB:IVDA) - Investor Presentation
 
Iveda Investor Presentation
Iveda Investor PresentationIveda Investor Presentation
Iveda Investor Presentation
 

Mais de GrahameLynch1 (15)

CISCO CommsDay Melb Congress
CISCO CommsDay Melb Congress CISCO CommsDay Melb Congress
CISCO CommsDay Melb Congress
 
SWOOP CommsDay Melbourne Congress
SWOOP CommsDay Melbourne CongressSWOOP CommsDay Melbourne Congress
SWOOP CommsDay Melbourne Congress
 
NEXTDC CommsDay Melbourne Congress
NEXTDC CommsDay Melbourne CongressNEXTDC CommsDay Melbourne Congress
NEXTDC CommsDay Melbourne Congress
 
VOCUS CommsDay Melbourne Congress
VOCUS CommsDay Melbourne CongressVOCUS CommsDay Melbourne Congress
VOCUS CommsDay Melbourne Congress
 
COMMS ALLIANCE CommsDay Melb Congress
COMMS ALLIANCE CommsDay Melb Congress COMMS ALLIANCE CommsDay Melb Congress
COMMS ALLIANCE CommsDay Melb Congress
 
COMMPETE CommsDay Melbourne Congress
COMMPETE CommsDay Melbourne CongressCOMMPETE CommsDay Melbourne Congress
COMMPETE CommsDay Melbourne Congress
 
VMWARE CommsDay Melbourne Congress
VMWARE CommsDay Melbourne CongressVMWARE CommsDay Melbourne Congress
VMWARE CommsDay Melbourne Congress
 
CSG CommsDay Melb Congress CSG/VicTrack
CSG CommsDay Melb Congress CSG/VicTrackCSG CommsDay Melb Congress CSG/VicTrack
CSG CommsDay Melb Congress CSG/VicTrack
 
CommsDay Melbourne Congress STL
CommsDay Melbourne Congress STLCommsDay Melbourne Congress STL
CommsDay Melbourne Congress STL
 
CommsDay Melb Congress Sitetracker
CommsDay Melb Congress SitetrackerCommsDay Melb Congress Sitetracker
CommsDay Melb Congress Sitetracker
 
CommsDay Melb Congress Maser Ligman Evolve
CommsDay Melb Congress Maser Ligman EvolveCommsDay Melb Congress Maser Ligman Evolve
CommsDay Melb Congress Maser Ligman Evolve
 
CommsDay Melb Congress HyperOne
CommsDay Melb Congress HyperOneCommsDay Melb Congress HyperOne
CommsDay Melb Congress HyperOne
 
CommsDay Melbourne Congress CommScope
CommsDay Melbourne Congress CommScopeCommsDay Melbourne Congress CommScope
CommsDay Melbourne Congress CommScope
 
CommsDay Melb Congress Canopus
CommsDay Melb Congress CanopusCommsDay Melb Congress Canopus
CommsDay Melb Congress Canopus
 
CommsDay Melb Congress AMTA
CommsDay Melb Congress AMTACommsDay Melb Congress AMTA
CommsDay Melb Congress AMTA
 

Último

Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
panagenda
 

Último (20)

Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?A Year of the Servo Reboot: Where Are We Now?
A Year of the Servo Reboot: Where Are We Now?
 
Why Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire businessWhy Teams call analytics are critical to your entire business
Why Teams call analytics are critical to your entire business
 
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
Apidays Singapore 2024 - Building Digital Trust in a Digital Economy by Veron...
 
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ..."I see eyes in my soup": How Delivery Hero implemented the safety system for ...
"I see eyes in my soup": How Delivery Hero implemented the safety system for ...
 
Polkadot JAM Slides - Token2049 - By Dr. Gavin Wood
Polkadot JAM Slides - Token2049 - By Dr. Gavin WoodPolkadot JAM Slides - Token2049 - By Dr. Gavin Wood
Polkadot JAM Slides - Token2049 - By Dr. Gavin Wood
 
ICT role in 21st century education and its challenges
ICT role in 21st century education and its challengesICT role in 21st century education and its challenges
ICT role in 21st century education and its challenges
 
A Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source MilvusA Beginners Guide to Building a RAG App Using Open Source Milvus
A Beginners Guide to Building a RAG App Using Open Source Milvus
 
Ransomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdfRansomware_Q4_2023. The report. [EN].pdf
Ransomware_Q4_2023. The report. [EN].pdf
 
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemkeProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
ProductAnonymous-April2024-WinProductDiscovery-MelissaKlemke
 
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
Apidays New York 2024 - The Good, the Bad and the Governed by David O'Neill, ...
 
Corporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptxCorporate and higher education May webinar.pptx
Corporate and higher education May webinar.pptx
 
presentation ICT roal in 21st century education
presentation ICT roal in 21st century educationpresentation ICT roal in 21st century education
presentation ICT roal in 21st century education
 
Artificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : UncertaintyArtificial Intelligence Chap.5 : Uncertainty
Artificial Intelligence Chap.5 : Uncertainty
 
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data DiscoveryTrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
TrustArc Webinar - Unlock the Power of AI-Driven Data Discovery
 
MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024MINDCTI Revenue Release Quarter One 2024
MINDCTI Revenue Release Quarter One 2024
 
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
Connector Corner: Accelerate revenue generation using UiPath API-centric busi...
 
Exploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone ProcessorsExploring the Future Potential of AI-Enabled Smartphone Processors
Exploring the Future Potential of AI-Enabled Smartphone Processors
 
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
Strategize a Smooth Tenant-to-tenant Migration and Copilot TakeoffStrategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
Strategize a Smooth Tenant-to-tenant Migration and Copilot Takeoff
 
Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024Axa Assurance Maroc - Insurer Innovation Award 2024
Axa Assurance Maroc - Insurer Innovation Award 2024
 

CommsDay Melb Congress Telstra InfraCo

  • 1. The Telstra InfraCo Journey Brendon Riley CEO March 2022
  • 2. InfraCo’s journey so far 2018 2022 Copyright Telstra InfraCo© Page 2
  • 3. InfraCo’s journey so far 2018 Launch of T22 • T22 announced and InfraCo born • CEO appointed 2022 Copyright Telstra InfraCo© Page 3
  • 4. Copyright Telstra InfraCo© Page 4 Improve infrastructure operating efficiency and service delivery Provide optionality for Telstra in the future Provide greater transparency on the value of Telstra’s underlying infrastructure Why create InfraCo?
  • 5. Infra expertise Talent Brand and reputation New offerings and customers Profitable and attractive Flexible business model Copyright Telstra InfraCo© Page 5 InfraCo is an integrated market-facing asset-based infrastructure business Improve infrastructure operating efficiency and service delivery Provide optionality for Telstra in the future Provide greater transparency on the value of Telstra’s underlying infrastructure
  • 6. InfraCo’s journey so far 2018 Launch of T22 • T22 born and InfraCo announced • CEO appointment Jun 2019 to Jun 2020 Phase 1: Establish InfraCo as an operating infrastructure business • Portfolio options • Operating Business vision • SLT and Board alignment • Scope and mission • Principles • Organisation and operating model design • Intercompany agreements • Investor Day market strategy announcement • New organisation and leadership team announced • Economic modelling • Transition process from old to new 2022 Copyright Telstra InfraCo© Page 6
  • 7. Key principles of Intercompany Agreements Business Continuity Market Differentiation Market Competitiveness Key Principles Entity Telstra InfraCo Standalone Business Strong InfraCo Strong Telstra Strategic Relationship Copyright Telstra© Page 7 Balance
  • 8. InfraCo’s journey so far 2018 Launch of T22 • T22 born and InfraCo announced • CEO appointment Jun 2019 to Jun 2020 Phase 1: Establish InfraCo as an operating infrastructure business • Portfolio options • Operating Business vision • SLT and Board alignment • Scope and mission • Principles • Organisation and operating model design • Intercompany agreements • Investor Day market strategy announcement • New organisation and leadership team announced • Economic modelling • Transition process from old to new 2022 Copyright Telstra InfraCo© Page 8
  • 9. InfraCo’s journey so far 2018 Launch of T22 • T22 born and InfraCo announced • CEO appointment Jun 2019 to Jun 2020 Phase 1: Establish InfraCo as an operating infrastructure business • Portfolio options • Operating Business vision • SLT and Board alignment • Scope and mission • Principles • Organisation and operating model design • Intercompany agreements • Investor Day market strategy announcement • New organisation and leadership team announced • Economic modelling • Transition process from old to new 2022 Copyright Telstra InfraCo© Page 9 Jul 2020 to Feb 2021 Phase 2: Stand-up and drive value from the asset businesses • InfraCo fully operational • New brand launch • Asset business creation • Build accounting and financial systems • Operate buy/sell side • Asset maintenance, LCM & safety • Investor Day asset business strategies / financials, restructure and plans to monetise towers • External 1H financial results • Dark fibre launch
  • 10. Telstra InfraCo priorities Key programs FY19/20 Stage 1 Standalone infra business unit • Drive asset efficiencies • Maintain existing customer and offering portfolio • Establish intercompany agreements by asset class • Asset accountabilities • Detailed operating agreements • Organisational structure, core competencies and op model • Financial reporting • IT and process architecture FY21/22 Stage 2 Asset and business value creation • Build out asset-based businesses • Evolve market offerings and brand • Partnerships to drive growth • Asset business & company structures • Market offerings, customer segments and branding • Capital and funding optionality • Operational excellence • Standalone processes and systems In the future Structural optionality • Long term shareholder value maximisation • Readiness and flexibility • Market options • Co-operation options We are transitioning from business building to business operations and asset monetisation Copyright Telstra InfraCo© Page 10
  • 11. InfraCo’s journey so far 2018 Launch of T22 • T22 born and InfraCo announced • CEO appointment Jun 2019 to Jun 2020 Phase 1: Establish InfraCo as an operating infrastructure business • Portfolio options • Operating Business vision • SLT and Board alignment • Scope and mission • Principles • Organisation and operating model design • Intercompany agreements • Investor Day market strategy announcement • New organisation and leadership team announced • Economic modelling • Transition process from old to new 2022 Copyright Telstra InfraCo© Page 11 Jul 2020 to Feb 2021 Phase 2: Stand-up and drive value from the asset businesses • InfraCo fully operational • New brand launch • Asset business creation • Build accounting and financial systems • Operate buy/sell side • Asset maintenance, LCM & safety • Investor Day asset business strategies / financials, restructure and plans to monetise towers • External 1H financial results • Dark fibre launch Mar 2021 onwards Phase 3: Unlock value from our infrastructure / Structural optionality and Towers monetisation • Restructure preparations • Towers focus/investor readiness • Towers offer and deal • Towers sale announced • Data Centre Co-location launch • Amplitel brand launch and JV operational • Investor Day fibre strategy
  • 12. The InfraCo Towers deal was well received Copyright Telstra InfraCo© Page 12
  • 13. InfraCo’s journey so far 2018 Launch of T22 • T22 born and InfraCo announced • CEO appointment Jun 2019 to Jun 2020 Phase 1: Establish InfraCo as an operating infrastructure business • Portfolio options • Operating Business vision • SLT and Board alignment • Scope and mission • Principles • Organisation and operating model design • Intercompany agreements • Investor Day market strategy announcement • New organisation and leadership team announced • Economic modelling • Transition process from old to new 2022 Copyright Telstra InfraCo© Page 13 Jul 2020 to Feb 2021 Phase 2: Stand-up and drive value from the asset businesses • InfraCo fully operational • New brand launch • Asset business creation • Build accounting and financial systems • Operate buy/sell side • Asset maintenance, LCM & safety • Investor Day asset business strategies / financials, restructure and plans to monetise towers • External 1H financial results • Dark fibre launch Mar 2021 onwards Phase 3: Unlock value from our infrastructure / Structural optionality and Towers monetisation • Restructure preparations • Towers focus/investor readiness • Towers offer and deal • Towers sale announced • Data Centre Co-location launch • Amplitel brand launch and JV operational • Investor Day fibre strategy 2022 • Intercapital Fibre / Viasat partnership • Fixed Network Sites strategy • InfraCo Fixed as an investible entity
  • 14. InfraCo’s strategy Our purpose and values To build a connected future so everyone can thrive We are changemakers We are better together​ We care​ We make it simple​ Our building blocks Our ambition To deliver customer value & profitable growth by improving access, utilisation and scale of our infrastructure Provide accessible infrastructure for the nation Enhance our infrastructure expertise Establish globally competitive & sustainable asset businesses Execute on Amplitel’s strategy with our new partners InfraCo Fixed readiness to explore future monetisation or other opportunities Create strategic InfraCo | Customer partnerships Copyright Telstra InfraCo© Page 14
  • 15. Amplitel is shaping the market • Australia’s largest tower network with over 8,000 sites • Supporting all carriers’ bids for co-funding to improve coverage in regional areas • Increased asset utilisation a core focus Supporting expanded mobile coverage for all Australians • Customer access to new asset management system live this month, enabling self service for new and existing orders • Innovative Digital Twin program helping customers visualise equipment on site Improving access to Amplitel’s tower network • Landbanking and build-to-suit programs • Site acquisition, planning, and design • Structural assessment and strengthening • Equipment installation, commissioning, and while-we-are-there maintenance services Launching full tower infrastructure services Copyright Telstra InfraCo© Page 15
  • 16. • 20,000 kms of new fibre technology over five years. Dual terrestrial cables allow high capacity with maximum flexibility for customers • Ultra-high capacity, low-latency fibre will enable higher transmission rates between capital cities • Construction in Bakers Hill WA underway, and Orange NSW imminent Intercapital fibre network of the future InfraCo’s unrivalled fibre footprint will continue to grow, construction underway • Combining our leading fibre footprint and fixed network assets provides unique opportunities for our customers • Viasat partnership combines fibre, data centre connectivity and network management to support Viasat’s new Asia-Pacific satellite constellation Unique connectivity to critical infrastructure • New Dark Fibre Premise offer launched across six metro capital cities • Additional launches in FY22 will expand our dark fibre into more cities and add additional non-premise service point offerings Expanding our dark fibre product set to meet market needs Dark Fibre DC-DC/POI Dark Fibre Premise Dark Fibre POI Ring Copyright Telstra InfraCo© Page 16
  • 17. Ready to go national infrastructure, wherever you need it • 370,000km of duct, 59% metro and 41% in regional/remote areas • 7.5m pits and manholes, 60% metro and 40% in regional/remote areas • 160,000 poles suited to small cell, emergency services and IoT usage • Simple and efficient access, quotes and bookings via the Automated Duct Reservation tool Ducts, pits/manholes & poles are used by many carriers • Over 10,000 fixed network sites including 111 nbn POIs, fibre amplifier sites and access points • 2 dedicated data centres and carrier neutral DC colocation space in 7 additional metropolitan sites • Investment in energy efficiency to contribute to 50% reduction in greenhouse gas emissions by 2030 Fixed network sites are where the network is • Site access and services tailored to the needs of Telstra, nbn, carriers, government and enterprise customers • New product development coordination across InfraCo ensures we bring a similar integration approach to every opportunity Infrastructure expertise enhances strategic partnerships with customers Copyright Telstra InfraCo© Page 17
  • 18. Our asset portfolio leads the market in terms of scale, coverage and mix We will continue to make large scale investments in our networks, infrastructure and solutions We are committed to opening up more innovative ways for customers to access our infrastructure Copyright Telstra InfraCo© Page 18