« Nokia, Apple Music, Xiaomi, Carphone Warehouse, Bharti Airtel: Telco 2.0 News Review | Main | SDN Special: AT&T, Cisco, Google, Rift.io - Telco 2.0 News Review »

New Telco 2.0 Research: How Telstra Responded to Disruption

When Amazon Web Services began deploying in Australia, it was widely expected that the unique hosting ecosystem dominated by Telstra was about to go through a massive disruption. However, Telstra’s Network Applications & Services division is growing strongly, and the company’s groupwide EBITDA margin is comparable to that of Verizon Wireless. The following chart shows NA&S grew at a 22% annual clip from 2009 to end-2014.

telstra cloud aug 2015 figure 2.png

At the end of 2014, their combined Telco 2.0 businesses overtook fixed voice as a source of revenue.

telstra cloud aug 2015 figure 5.png

Telstra is a fascinating case study of strategic agility in a market with unique constraints and opportunities. In our latest Telco 2.0 Executive Briefing, Telstra: Battling Disruption and Growing Enterprise Cloud & ICT , we cover their strategic pivot from primarily reselling VMWare and Microsoft Office 365 to an “all of the above” strategy covering OpenStack and Cisco Intercloud technology, as well as VMWare vCloud and Microsoft Azure, and analyse their risky but innovative foray into e-health systems via the acquisition of Dr Foster.

To share this article easily, please click:

Post a comment

(To prevent spam, all comments need to be approved by the Telco 2.0 team before appearing. Thanks for waiting.)

Telco 2.0 Strategy Report Out Now: Telco Strategy in the Cloud

Subscribe to this blog

To get blog posts delivered to your inbox, enter your email address:


How we respect your privacy

Subscribe via RSS

Telco 2.0™ Email Newsletter

The free Telco 2.0™ newsletter is published every second week. To subscribe, enter your email address:

Telco 2.0™ is produced by: