So, we have three core things that we're seeking to do.
One, to take the assets that we have
and leverage them - and I'll talk about that.
Secondly, to improve that customer experience.
And, thirdly, that strategic layer of,
how do we start to help you enable a set of value over the top?
And when we break into that, what does the asset piece look like?
It actually has two parts to it.
The first is to look at all of the stuff that we have out there -
the 230,000km of fibre.
To a lesser degree, in this context,
the wholesale undersea cable - 4,000km - that Andy mentioned.
But our global wholesale team with whom we work very closely
serves a number of you in doing that, as well.
And to say, how can we bring that
great capability to you more effectively?
And you've seen a number of initiatives over the last year.
Things like the Data Centre Interconnect product,
things that we've been doing around fibre,
into buildings for customers for whom that's relevant.
Again, recognising in the room we have buyers,
we have builders and we have people in between, in that space.
We think about the wireless ethernet backup, that Terry spoke about.
We think about things like ethernet over TC2 with NBN.
We think about a range of end-to-end services
for those who are not heavily into the infrastructure space,
but looking for white-label solutions
to take to their customers as part of extending their brand value
or extending their service and product offerings.
And that then leads us into a second piece,
which is to say we've got very specific assets and infrastructure
that we sell to a number of you,
and we seek to take a bigger share in a highly competitive market,
when we look at some of the other network builders.
And then, as an organisation,
we look at our networks stacked up against other networks,
and most obviously this today has been in the mobile space,
where we see the Telstra brand suitably strong
and with lots of value add, and very, very well positioned
with particular groups of customers in the market.
But equally we see areas where at a network layer
we are not serving the market,
or historically at least we have not served the market so well.
And that's where the role of wholesale and the MVNOs comes in.
And over the last few years we've seen very strong growth
off the back of some terrific partnerships
with a number of you in the room,
focused on particular segments of the market -
which if Andy was standing up here he would call
the areas that are sort of under-indexed
when we think about our network
and how it serves the total Australian population.
And so we've seen very strong growth with a number of partners,
and we've also recently launched the Telstra-owned brand Belong
into that market literally a week ago.
And it's running on the wholesale platform.
It's something which Terry and his team are enabling.
And just as we do with each of you,
where we look at aiming to have particular customers and partners
who are strong in particular areas and to really nurture and grow them,
we're doing exactly the same thing
and, as we look at the market, in a very complementary way.
So, we continue to work with each of our customers to say,
where are the areas of the market in which they wish to focus?
How can we do our absolute best to enable that to occur?
And do it in a way where,
while we always understand there will be competition
between our customers and there will be overlap in what they're doing,
to the extent that we can help them be particularly successful
in places where we and they jointly see opportunity
and where there is particular value add,
that's what we will do.
And so as we look at our portfolio, if I can put it that way,
in a sort of unbranded Telstra context for our mobile business,
we see some great complementarity
between the work that Belong is doing,
particularly as a digitally-led organisation,
and many of you are MVNO customers in the room
who are focused in particular customer segments,
particular ways and means of selling.
And we see them as enabling us
to do a better job to grow this entire business,
to grow the platform and ultimately to enable us
to deliver a more competitive, better value proposition
to our MVNO customers
and really leverage the amazing assets that we have
in terms of the broader Telstra mobile network
and then, most particularly, the WME platform
and our mobile business in wholesale.
'Cause, as Andy said,
as we think about the decline of the fixed business,
mobile's at that core connectivity layer,
and then the things that we can add on top
become absolutely key to our future.