Okay, so I decided to build a simple model to answer the following question for myself.
For the purpose of discussion, anyone is free to disagree but please try to mention which assumption/point you disagree with.
What is 5G worth to Telstra in FY20 in the Retail segment?
Total Revenue (AUD) FY20: $348,095,999
Total 5G Users End of FY20: 3,449,600
Percentage of users: 44%
Assumptions:
- Telstra has 8,020,000 mobile post paid customers as of beginning of FY20. (Annual report)
- There are 180,000 Belong Customers, none of which are prepared to pay extra for their mobile services.
- Mobile users upgrade their device, on average every 3 years. (Casual Upgraders percentage 30%)
- 10% of die-hard customers opt-in immediately, as of July 2020 and begin paying for 5G. They all pay, each month for the entire year.
- 50% of all mobile users use Apple iPhone, while 50% use "Other"
- Apple release an iPhone capable of 5G in September, which is available in Australia in October.
- 20% of all iPhone users upgrade to the new iPhone Immediately. 100% of Apple Ugraders opt-in for 5G and pay for remainder of the year, starting from end of month
- The remainder of users are regarded as "Casual Upgraders" they upgrade in the middle of the remainder of the year and pay for the rest of the period
- The opt-in price for 5G access remains $15 per month for the entire Financial Year
- Forums
- ASX - By Stock
- TLS
- Telstra 5G Plans and Strategy
Telstra 5G Plans and Strategy, page-36
- There are more pages in this discussion • 14 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TLS (ASX) to my watchlist
(20min delay)
|
|||||
Last
$3.58 |
Change
-0.010(0.28%) |
Mkt cap ! $41.36B |
Open | High | Low | Value | Volume |
$3.58 | $3.61 | $3.57 | $124.7M | 34.80M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
135 | 818233 | $3.57 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$3.59 | 105705 | 4 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
83 | 337079 | 3.570 |
77 | 398644 | 3.560 |
129 | 536504 | 3.550 |
15 | 123166 | 3.540 |
24 | 138146 | 3.530 |
Price($) | Vol. | No. |
---|---|---|
3.590 | 102919 | 3 |
3.600 | 185741 | 10 |
3.610 | 322645 | 9 |
3.620 | 214263 | 11 |
3.630 | 131175 | 9 |
Last trade - 16.10pm 03/05/2024 (20 minute delay) ? |
|
|||||
Last
$3.59 |
  |
Change
-0.010 ( 0.19 %) |
|||
Open | High | Low | Volume | ||
$3.58 | $3.61 | $3.57 | 16328887 | ||
Last updated 15.59pm 03/05/2024 ? |
Featured News
TLS (ASX) Chart |