Telkom SA SOC Community

Key Takeaways Telkom's growth in mobile and fiber data revenue and strategic asset disposals suggest strong potential for revenue and earnings enhancement. Efficient capital allocation and regulatory approvals position Telkom to optimize net margins and unlock new revenue streams.

Key Takeaways Continued declines in legacy fixed-line revenue and growing competitive pressures threaten margins, while sector-wide fiber uptake and mobile gains are unlikely to offset losses. High capital requirements, inflationary lease expenses, and reduced asset sale benefits constrain cash flow, limiting capacity to fund growth amid market saturation and technological disruption.

Key Takeaways Telkom's leadership in affordable data and large-scale migration from legacy users position it for substantial market share gains and high-margin, resilient revenue growth. Strategic network expansion, operational efficiencies, and integrated digital offerings underpin superior long-term earnings, free cash flow expansion, and enhanced shareholder returns.