TELSTRA: NETWORK AUTOMATION & ENTERPRISE 5G MONETIZATION

The 2030 Report | CEO Memo | June 2030

FROM: Macro Intelligence Unit TO: CEO, Board of Directors RE: Strategic Priorities: Automation Cost Reduction, 5G Monetization DATE: June 2030 CLASSIFICATION: Confidential - C-Suite

EXECUTIVE SUMMARY

Telstra's consumer business is in structural decline. Strategic imperative is cost reduction through network automation + aggressive monetization of enterprise 5G.

Financial Targets (FY2032): - Opex reduction: $300-500M annually through network automation - Enterprise 5G revenue: +$400-600M annually - Dividend sustaining: 4.0-4.2% yield

STRATEGIC PRIORITY 1: NETWORK AUTOMATION

Deploy AI/ML to manage network operations with fewer humans.

Actions: - Predictive maintenance: AI predicts network failures 24-48 hours in advance - Dynamic spectrum management: AI optimizes spectrum allocation by location/time - Automated troubleshooting: AI diagnoses and resolves common issues without human intervention

Cost Impact: - Opex reduction: -$300-500M annually by FY2032 (10-12% of opex base) - Capex increase: +$200-300M annually in AI/systems (3-year payback)

STRATEGIC PRIORITY 2: ENTERPRISE 5G MONETIZATION

Target AI firms, data centers, large enterprises with premium 5G services.

Pricing Model: - Low-latency enterprise 5G: $500-1,000/month per device (vs. $50-100 consumer) - Mission-critical SLA: 99.99% uptime guarantee (command premium pricing)

Target Customers: - AI/ML training firms (need high bandwidth, low latency) - Data center operators (need backup connectivity) - Financial services (algorithmic trading)

Revenue target: +$400-600M annually by FY2032

The 2030 Report — Macro Intelligence