The company recently launched a Track and Monitor IoT solution that gives their customers automated, mapped visibility of their moving assets at scale. The company said users have an opportunity to experience 5G and IoT in more depth. Telstra has announced the launch of its $2 billion asset sales program. The company is to divest and explore its data centers in different geographical places and the word around is that the company has engaged Goldman Sachs.
These centers have a book value of around $400 million, the company has put in lot of capabilities in data centers across the country and network slicing which will enable some of the more interesting use cases in the industry. Network slicing means that it can take a virtual slice over the network including the radio and the core and dedicate it to something specific.
The first use case is capacity which is very important because they need to move these users off the network and put them on 5G so that they can continue allowing massive buckets while lowering the cost and the users to have a fantastic experience. And then progress slowly, in different waves with smart home and augmented reality and smart TVs. Those use cases get enabled as 5G capabilities get more and more enhanced and deployed.
The company is in the middle of the auction the spectrum that’s being auctioned is 3.6 and the public information that everybody has is that the next auction about millimeter wave is going to come in the late 2020 timeframe. As quoted ‘it would be nice to see the millimeter auction a bit sooner which is because it will be great to use that spectrum, deployed’. The spectrum is especially in the millimeter bands and the mid bands and is extremely well aligned. The spectrum that is being auctioned right now in Australia is essentially not available in the US and is one of the lead spectrum bands for 5G around the world, which is in the mid-band, so sub six gigahertz, 3.4, 3.6 gigahertz.
Verizon and AT&T have millimeter band wave spectrum, the 39 gigahertz band and the 28 gigahertz band. The company is IoT ready and has deployed two networks in addition to the 4G network, one is the narrowband IoT and the other is Cat-M1.
Telstra Corporation Limited (ASX: TLS) is up on the day at $3.080 by 1.316% after opening at $3.040 which has seen a performance change of 10.97% over the past six months.
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