their commentary:MobileMobile income declined by 12.0 per cent...

their commentary:

Mobile
Mobile income declined by 12.0 per cent to $4,710 million largely due to lower hardware volumes (-$500 million) and international
roaming declines (~-$150 million). Retail services in operation (SIO) increased by 254,000 in the half bringing the total to 19.0 million.
We now have 8.6 million postpaid handheld retail SIOs, an increase of 80,000 in the half including 22,000 from Belong.
Postpaid handheld revenue decreased by 6.2 per cent to $2,352 million as net adds were offset by an 8.6 per cent ARPU decline
from $50.31 to $45.99. Excluding the international roaming decline, ARPU decreased by 3.2 per cent as a $3+ TMMC improvement
in 1H21 compared with 1H20 and pricing changes were offset by out of bundle revenue decline, accounting for new plans which
allocate more revenue to hardware, and dilution from Belong customer mix.
Prepaid handheld revenue increased by 4.1 per cent to $404 million as unique users increased by 82,000 over the past 12 months
(46,000 increase in the half). ARPU increased from $19.20 to $20.89 and the average voucher size stabilised.
Mobile broadband revenue decreased by 2.8 per cent to $316 million as an increase in ARPU was offset by a 119,000 reduction in
SIOs over the past 12 months (97,000 decline in the half) including a reduction in prepaid customer services. Revenue stabilised
from 2H20 to 1H21 as more people worked and studied from home.
Internet of Things (IoT) and other revenue increased by 2.4 per cent to $127 million while increasing SIOs by 456,000 in the half.
Growth in carriage was offset by managed services decline.
Wholesale revenue increased 22.1 per cent to $127 million. Wholesale SIOs increased by 163,000 in the half bringing the total to 1.7
million as Mobile Virtual Network Operators (MVNO) plans on the Telstra mobile network continued to rise in popularity.
Hardware, interconnect and other revenue decreased by 27.4 per cent to $1,384 million largely due to lower handset sales.
Mobile EBITDA contribution margin increased by 2.1 percentage points to 37.0 per cent largely due to lower hardware revenue which
is lower percentage margin than mobile services revenue.