Macquarie expects TPG Telecom to meet FY25 EBITDA guidance at the upcoming result, with mobile market share and free cash flow (FCF) the key focus. The broker notes a non-recurring $70m pre-tax ...

UBS expects 2026 to remain constructive for Australian large-cap telcos, with mobile pricing discipline, cost control and easing capex intensity supporting a return on invested capital (ROIC) ...

Morgans reviewed mobile and NBN pricing trends, and updated assumptions ahead of the February result season. NBN prices rose 6% y/y in 2025 as average speeds increased materially and the ...

Ahead of TPG Telecom's FY25 results in February, Ord Minnett has reviewed its forecasts, maintaining underlying EBITDA forecast of $1.63bn at the midpoint of $1.60-1.66bn ...